Shows the weekly priority, business focus, content ideas and the few decisions that actually need the client instead of another giant project-management backlog.
Shared stateKeep context between conversations
Project status, notes, handoffs, wins and messages stay in one place so every email or text thread does not start from zero.
Custom toolsOnly the tools the client needs
Search summaries, content workflows and custom tools are shown at the level the client can actually use. Technical controls stay out of the way unless they are needed.
PUBLIC OVERVIEW / PRIVATE CLIENT WORKSPACE
The public page explains it. The private portal does the work.
The public page shows what the portal is for. The private version is built around one business, its history, priorities, data and recurring decisions.
OPERATING CONDITIONS
Best fit: an ongoing client relationship where the same decisions keep coming up, information is scattered across messages, and one shared workspace would save repeated explanation.
01 // identify the decisions that keep repeating02 // show only what the client needs03 // keep shared context in one place04 // add deeper tools only when useful
