Efficiently Manage Client Requests

Managing Client Requests with Ease

Handling incoming client requests can quickly become chaotic if there's no centralized system. Whether it’s a request for an SEO report, new social content, or an urgent change, agency owners need a fast, reliable, and clear workflow. That’s exactly what the Client Requests section in the Lifted Work dashboard offers.

Quick Add for On-the-Fly Notes

Sometimes requests come in when you’re in the middle of a meeting or juggling priorities. Lifted Work lets you create a new request in seconds.

You don’t need to assign it, schedule it, or even finish writing it. Just drop in the key info and it will show up in your dashboard, pulsing gently to signal it’s pending. This ensures nothing slips through the cracks.

Seamless Task Integration

Each client request becomes actionable with a single click. From the request, you can:

• Assign it to a team member

• Convert it into a task

• Attach a prebuilt task template (like for SEO audits or design reviews)

• Customize instructions and time estimates

Once scheduled, the request is automatically marked as handled, keeping your dashboard clean and your team aligned.

Built-In Client Communication

Every request is tied to a client, and any responses or updates you make are instantly available to them through the client portal.

Clients can:

• See that their request has been received

• View when it’s been scheduled or completed

• Receive updates or responses from your team

This eliminates the need for endless back-and-forth emails and keeps clients in the loop at every stage.

Clients Can Submit Their Own Requests

Clients aren’t just passive participants—they can initiate requests directly from their portal. They can:

• Submit new requests

• Upload images or assets (like graphics for a Facebook post or logos for a new campaign)

• Track the status of each request

When submitted, those requests land in your agency dashboard, complete with all the assets they attached. If you turn it into a task, everything follows—no lost files or missing instructions.

One Unified Flow from Request to Resolution

What sets this system apart is how tightly integrated the entire request lifecycle is. A request can:

1. Be jotted down quickly

2. Become visible on your dashboard

3. Be scheduled as a task

4. Notify the client automatically

5. Include all relevant assets

6. Show up in both your and the client's portal

From beginning to end, it's a unified, trackable process—keeping your team on task and your clients informed.

Why This Matters for Your Agency

As an agency owner, your time and attention are valuable. A clear, centralized system for client requests means:

• Fewer missed details

• Faster task turnaround

• Happier, better-informed clients

• Easier handoffs to team members

• A clear audit trail of every request

Lifted Work gives you practical tools, not fluff—helping you run a smoother, more responsive operation.