Embedded Files
Quick Links
Quick Links
It's the perfect place for a high-level welcome and quick links to the most important sections like Strategy, Calendars, and Reports.
For approval of SEO Audit (1-time only).
For approval of Social calendar (per sprint)
Onboarding tasks
Social calendar
SVL calendar
Ads
Onboarding & Instructions
Onboarding & Instructions
This creates a single, clear place for the client to find anything they need to do or learn.
Place the "Onboarding tasks" here. You can use a checklist format so the client can see what they need to provide to get started.
Place the "Client instructions" here. This is the perfect spot for any guides, "how-to" videos, or instructions on how to use the portal, provide feedback, or submit materials.
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