Internal notes on each client that your whole team and the AI can read, so context never lives in one person's head.
Notes are the internal memory for an account: target SEO keywords, campaigns to push, brand quirks, the way this client likes things done. Your whole team sees them, so the context does not walk out the door when one person does.
Lifty reads client notes and uses them in its work. The SEO Keyword Strategy playbook writes its strategy to a note, and every blog post the AI drafts afterward reads from it. Write the context once, and it informs every future task.
Notes are internal. The client never sees them. What you do want the client to see goes to the Feed or their portal.
FAQ
Record durable context that will affect future work: positioning, target audiences, approved terminology, campaign decisions, recurring constraints, and the client's preferences. Put a due date or action on a task instead of burying it in a note.
No. Lifted Work client notes are for the agency team and its AI tools. Information meant for the client belongs in a feed post, request response, deliverable, or other client-visible area.
Use specific statements, name the source or date when facts may change, and separate confirmed decisions from ideas. A note such as approved audience: regional dental groups is safer than a long meeting recap that never says what was decided.
Move every deliverable from draft to client sign-off in one place, with review, change requests, and approval tracked at each step.
02
Clients submit requests with file attachments through their portal. Your team tracks, converts, and responds from one panel.
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One blog post becomes LinkedIn, Twitter/X, and Instagram copy, an email newsletter snippet, and a branded quote graphic, each written for how people read on that platform. You review the whole set before anything is scheduled.
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How Admin, Manager, Employee, and Worker roles control what each person on your team can see and do.
