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.
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.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
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.
Get my free diagnostic