UPDATE CLIENT PORTAL

Use this form to view and update links on a client's portal. This form does not send any notifications.

PROPOSAL ACTIVE

Happy Teacher Happy Life

Lynn

Project Name

Creative Brief URL

Trello Board URL

Google Drive Folder URL

Project Status

Content Required

Project Manager URL

Project Questionnaire URL

Proposal URL

Invoice URL

Projected End Date

Links you may need:

Link here when the link can not be updated yet. All fields should be filled in.

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Project portal has been updated

ACTIVE PROJECT

Send Client Update Email

After you have updated the client's portal, you can send them an email to check their client portal. You can do so automagically here. Please note these fields are used to create the email so please make sure they are correct.

Client First Name Only

Client Email Address

Name of Link Updated, i.e Invoice, Proofs, etc

Link to Client Portal

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Wrapping up a Client Project

Yay! We're all done. There are just a few things we need to do finish up their project. Make sure you update the client portal using the form above or clicking here.

Outline of your project's scope, timeline and all key tasks

Send Wrap Up Emails

Add Client to Wrap Up Project group. Make sure their first name is entered correctly.

Send Thank You Card

Add Client to spreadsheet and sen thank you card in the next batch.