A running stream of the work you deliver, posted to the client's portal as it happens: completed tasks, reports, videos, and files.
The Feed is the client-facing stream of what your agency produces: completed tasks, notes, videos, images, PDFs, and embeds, in chronological order. It answers “what have you done for me lately” before the client has to ask.
Completed work posts to the feed automatically, so the client sees progress without you assembling an update. AI can post directly too. The monthly reporting playbook drops rendered reports here as embeds.
Add your own posts: a Loom walkthrough, a milestone, a file, a quick note. The feed is one of the toggleable client portal tabs, so you decide whether each client sees it at all.
When a client can scroll a clear record of delivered work, they stop chasing updates, and the value of the retainer is visible on every visit.
FAQ
Post work that demonstrates progress or needs the client's attention: completed deliverables, reports, milestone updates, short explanations, and useful files. Routine internal activity should stay out unless it helps the client understand an outcome.
Update it when meaningful work is delivered rather than on an arbitrary daily schedule. For most retainer accounts, a few substantive updates each week are more useful than a stream of small task notifications.
Only content intended for the client should appear there. In Lifted Work, internal client notes remain private, and portal visibility settings determine which work is client-facing. Preview the portal when changing those settings.
Internal notes on each client that your whole team and the AI can read, so context never lives in one person's head.
02
Move every deliverable from draft to client sign-off in one place, with review, change requests, and approval tracked at each step.
03
A new client gets a brand guide, milestones, a feed post, and a welcome email without anyone assembling them. The account manager approves the package against a 7-item checklist, and only then does the client see a short welcome task in their portal.
04
A branded report lands in the client's feed with a summary email drafted alongside it, built from GA4, Search Console, Google Ads, Meta Ads, and Google Business Profile. No third-party reporting tool required.
