Example Client Portal

E Komo Mai!

This is an example client portal. It's where you can find all the necessary details about what's in-progress and what's planned so you can stay up-to-date on the status of your marketing.

You'll have full access to this area throughout our partnership. For temporary projects, you'll retain access for 6 months after completion; however, all of your files will still live on in your project folder.

Since this is completely customized for each of our clients, the modules on your actual portal may be slightly different.

The Here & NowCurrent Phase

Coming UpNext Phase

Estimated Completion Date

Phase 1 The Here & Now

General Updates Here's what's been going on lately.

ViZibility Board This is a dashboard that tracks activity across your various online accounts such as your Google Analytics (website), Google Search Console (SEO) and Google My Business listing (Local SEO) as well as your various paid advertising accounts (Google Ads, Bing Ads, Facebook Ads, Instagram Ads, etc.).

Sales/Marketing Funnel A planning, analysis and reporting platform to visualize the constituent elements and track the overall performance of your marketing strategy.
*Please contact us to see an example funnel in action (requires separate login credentials).

Integrated Media Plan This is the primary planning document to determine when, where and for how long your advertisements will run, as well as how much of your available budget will be allocated to each channel, time period and campaign.

Jobs You can find updates for routine, ongoing work & smaller projects in the general updates module (module 1). Larger projects like websites that warrant special reporting may get their own module (this is a module).

Phase 2 Campaigns/Projects

Evergreen These are always-running ad campaigns.

Planned Campaigns Ad campaigns planned for the future.

Phase 3 Assets

Proposal The initial proposal and estimate for your project.

Work Scope & Contract A copy of our signed agreement(s) for your reference. We keep this confidential & shared with only those you approve.

Pictures & Video This is where you can drop pictures, graphics and video that you approve for use across your marketing channels.

Brand Style Guide If you already have a reference manual for your brand, great! If not, we'll be happy to create this for you.

Phase 4 Discovery & Onboarding

Intake Questionnaire A questionnaire to help us better understand you, your business and your goals.

Branding & Web Style Worksheet Whether we're doing a full-blown branding or rebranding for your business or you're already all-set to push on customer acquisition, this will help us better understand your vision for your brand.

Avatar Questionnaire Who are your best customers? Let's find more like them!