Client portal for marketing and communication agencies
Your clients ask by email what a portal would show live: deliverable progress, proofs awaiting approval, campaign performance, invoices. The portal exposes each advertiser’s slice of your tools — and turns proof approval into one traced click.
In your day-to-day
- 01
Live tracking of deliverable progress and the production schedule, without emailing the project manager.
- 02
Proof and deliverable approval inside the portal, dated and traced — no more sign-off lost in an email thread.
- 03
Campaign performance consulted and reports and invoices downloaded, continuously.
A typical scenario
A 40-client agency where every proof approval took two or three email reminders, and requests for numbers landed between two monthly reports.
- 01
The client approves the proof from their phone, inside the portal: the sign-off is dated, production starts — no “confirming by email” to dig up later.
- 02
On Fridays, each project manager sees at a glance which deliverables are waiting on the client side: responsibility for delay becomes visible, and shared.
- 03
A client disputes a direction taken two months earlier: the approval history produces the decision, dated and signed — the discussion closes in two minutes.
What changes
The production schedule stops depending on the memory of email threads, and disagreements are settled on records rather than recollections.
Order of magnitude
Working assumptions
- →40 clients, about 15 status or approval exchanges per month each
- →two thirds absorbed by the portal
In the order of 400 fewer emails per month — and approval cycles shortened by several days, which shows directly in delivery times.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
The first days of every month vanish into Meta, Google Ads and GA4 screenshots for reports clients skim.
- →
Fees are chased badly when the debtor is also the client you cannot afford to upset mid-campaign.
- →
A runaway media budget or broken tracking surfaces at the next report — after thousands of euros spent for nothing.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Is showing performance continuously not risky in the bad weeks?+
You choose the granularity — annotated monthly or continuous. Managed transparency builds trust: a client who sees the numbers move understands the optimisation work better than one who receives twelve slides a month.
Every client buys different services — does the portal adapt?+
Yes: each account displays only its projects, channels and documents. A social-media client sees no media module, and none suspects the others exist.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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