Marketing agencies manage multiple clients with overlapping deliverables. Give each client their own portal to track campaigns, review assets, and approve work.
Sound familiar?
If any of these hit close to home, you’re not alone.
Ad copy, social graphics, and blog drafts get buried in reply-all threads. You never know which version the client actually approved.
Monthly reports live in Google Docs, dashboards in separate tools, and the client can never find what they need.
"Where are we on the Q2 campaign?" You spend hours each week giving verbal updates that could be self-service.
With 10+ retainer clients, your team jumps between Slack channels, email threads, and project boards — mistakes happen.
The solution
A dedicated portal that fits the way you already work.
Clients submit briefs and requests through the portal as tasks. Each has a status, priority, and comment thread.
Upload ad creatives, blog drafts, and reports for client review. They approve with a comment — documented and timestamped.
Upload monthly reports and strategy docs to client-specific file folders. They access them anytime without asking you.
Bill clients per project or monthly retainer. Link invoices to completed campaign tasks for full transparency.
In practice
The client logs into their portal and creates a task describing the new campaign — target audience, goals, timeline, and reference files attached.
Upload ad creatives and copy drafts as comments on the task. The client gets an email notification to review.
The client leaves approval feedback directly on the task. You mark it complete and send the invoice through the portal.
Key features
The features that matter most, described in your language.
Track every campaign deliverable — social posts, ad sets, blog articles — with clear statuses and due visibility.
Organize brand guidelines, campaign reports, and creative assets in folders clients can browse on their own.
Clients review and approve deliverables with timestamped comments. No more "I think I approved that last week."
Send monthly retainer invoices or per-project bills. Track payment status from Draft to Paid in one place.
Clients get email alerts when deliverables are ready for review, invoices are sent, or task statuses change.
Present a portal that matches your agency brand. Clients interact with your identity, not a generic tool.
More use cases
Set up takes less than five minutes. Try it risk-free with a 14-day money-back guarantee.
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