The Client’s Progress Page
“Where is everything?” lands at 9:12 on a Monday, and your account lead spends the morning working out the answer.
Plans
One link, no login- Pro included
- Agency included
where is everything??
asked once, answered for good
Northfield Agency
Waiting on YouSpring regatta recapdue Fri 6 Nov
ApprovedWinter storage offer
Delivered This MonthA sailmaker’s Q&A
Your Downloads
read only, nothing internal
What It Does
One page for one client, with no login: what is waiting on them, what they approved, and what was delivered this month. They can download the approval record and each approved post too.
A review link is for a round. This page is for the relationship. It is read-only, with no comments, nothing internal, and nobody at your agency named.
How It Works
1
Create the Link
In Client Settings, under Progress Page. The Owner and Editors can make one.
2
Send It Once
One link per client, and it works for as long as you keep it.
3
Let It Answer
As rounds go out and answers come back, the page keeps itself up to date.
Progress PageThe address ends in f3xCopyOpen
Replace LinkThe old address stops at once
Turn OffNothing shows at that address
Worth Knowing
Which posts appearPosts you sent them, and posts you recorded an outside approval for. Nothing delivered without being sent.
One place per postA delivered post sits under Delivered, not Approved. A post reopened with Edit Anyway leaves Approved.
Taking it backReplace Link or Turn Off, and the old address only says the link isn’t valid.
Make the Link for One Client
Free for 14 daysNo credit card needed