Client Management Dashboard

👥 Client Management Dashboard

📝 Client Onboarding

Collect basic information
Signed agreement received
Add to CRM (Notion, HubSpot, etc.)
Schedule kickoff call

📂 Active Client Management

Assign account manager
Set project milestones
Track weekly updates
Provide client dashboard access

📊 Client Success & Reporting

Monthly performance report
Quarterly review meeting
Feedback collection survey

🚪 Offboarding (if needed)

Final report delivered
Testimonials/case study request
Remove from active dashboard