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Client Portal, Internal Paid Ads Strategy Document, Internal SMM Strategy…
Client Portal
Agency Portal
Can switch from one client to another if possible within the same interface
Allows agencies to show specific pages of the portal to end clients such as reports
Internal Paid Ads Strategy Document
Content will reflect in portal once approved by Uni student account manager
Paid Ads Strategy Document
Strategy Document
AI creates copy checked by copywriter
Business information is filled out automatically
AI creates the list of custom and lookalike audiences
AI creates Campaign Structure
AI does competitor analysis
AI fills out Strategy Overview and Funnel Mapping
Internal SMM Strategy Document and Content Calendar
Content will reflect in portal once approved by Uni student account manager
SMM Strategy Document and Content Calendar
Business Information is automatically filled out
AI completes Competitor Analysis
AI completes social media audit
AI completes Creative Strategy
AI completes Content Tone, Voice, and Hashtags
AI fills out strategy overview
Internal Email Marketing Strategy Document
Content will reflect in portal once approved by Uni student account manager
Email Marketing Strategy Document
Business Information is automatically filled out
AI completes Competitor Analysis
Consent collection and list building is automatically filled out
AI fills our Existing Sign-up Forms
AI creates Targeting and Segments
Ai creates Email and SMS Copy
Reports
Paid Ads Report
Metrics from platform Business Manager
Metrics from Shopify or other website CMS
AI writes report
Email Marketing Reports
Metrics from ESP
Metrics from Shopify or other CMS
SMM Reports
Metrics from Platform
Feedback
Connects to Client Success Matrix
SMM Intake Forms
SMM Client Database
Onboarding Questionnaires
Onboarding Questionnaire
Internal ClickUp Tasks for final checking of documents
Checking tasks for SD are triggered by approval of uni student
Tasks
Client is notified if client has been assigned a task
Activity
Internal ClickUp Project(s)
Synced to automatically update progress based on completed tasks on Clickup Project
Progress Tracking
Paid Ads Intake Forms
Paid Ads Client Database
Email Marketing Intake Forms
Email Marketing Client Database