Client Overview - Simple, Powerful, Perfect

One Dashboard for Everything You Need to Know About a Client

Agency owners and account managers juggle dozens of clients, each with its own goals, tasks, assets, and deliverables. Lifted Work’s Client Overview screen consolidates everything into one clear, interactive dashboard—giving you a true bird’s-eye view of each account.

Whether you're onboarding a new client, prepping for a check-in call, or just staying ahead of your day, this is the central hub you’ll rely on.

Navigate Clients and View Their Profiles Instantly

From the dashboard, you can:

• Switch between clients with one click

• Add new clients directly from the screen

• View the client’s overview description, including retainer info and uploaded logos

• See relevant updates, milestones, links, and tasks

It’s built for speed and visibility, helping you get up to speed fast on any account.

Add and Manage Key Client Links

Every client often has tools, reports, or work-in-progress assets scattered across platforms. Lifted Work makes it easy to:

• Add links to client properties or key resources

• Decide whether each link is visible in the client portal or internal only

• Jump directly to those links from the overview or client portal

This is ideal for giving clients access to live websites, reports, or content—while keeping backend or sensitive tools private.

Track Milestones and Features with Ease

From the overview, you can access:

• Upcoming milestones with completion tracking

• Features and upsells, so clients see what’s included and what’s available

• Client contacts, showing who works at the client’s company and who has access

You can create new milestones, mark them complete, and control which features are active or upsell-only—all from the same workflow.

Centralized Communication Through the Client Feed

The client feed is what clients see first when they log into their portal. It’s auto-populated with:

• Completed tasks

• Uploaded assets

• Personalized updates

• Optional videos and PDFs you can add manually

You can upload SEO reports, walkthrough videos, or progress summaries. Drop in a quick Loom or note to walk the client through their results—keeping communication personal and proactive.

Clients see your team’s branding and photo on each item, reinforcing a sense of attention and care.

Add Rich Content: PDFs, Videos, and More

Beyond task tracking, you can add to the feed:

• PDF reports with optional summaries

• Videos (like monthly walkthroughs or update summaries)

• Image uploads

• Custom notes for context or check-ins

This helps turn routine updates into high-touch client experiences—without extra meetings.

Email Clients Directly from the Overview

From the Communication tab, you can:

• Draft emails using your agency’s branding

• Choose a recipient from the contact list

• Use pre-written templates or generate messages using Lifted Work’s AI email drafter

• Include personalized data from tasks, milestones, and recent work

This keeps communication centralized and consistent, without needing external email tools.

Manage Assets, Requests, and Notes

The Client Overview screen also includes:

• Assets uploaded by the client (like logos or brand files)

• Incoming requests that need attention

• Internal notes (e.g., “Launching new hoodie this month”) that follow the client across tasks

You can update or edit notes as projects evolve, helping your whole team stay aligned.

Streamlined Onboarding and Setup

Adding a new client is simple:

• Create the client profile

• Add their overview, links, and branding

• Assign features and milestones

• Use AI-powered schedulers to trigger kickoff tasks and timelines

You can automate parts of the onboarding flow (like kickoff calls, asset collection, branding steps), helping new clients get up and running faster.

A Practical, Unified View of Every Client

Lifted Work’s Client Overview screen gives you more than just data—it gives you context, visibility, and control. You can:

• Prep for calls faster

• Communicate progress more clearly

• Upsell services with less friction

• Track work, deadlines, and deliverables in real time

Whether you’re managing 5 clients or 50, this dashboard helps you stay in control while providing a high-touch experience for every account.