Client portal for short form agencies

From intake to published
in one place

The portal your clients already sign in to. Scheduling across every channel is landing next.

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Client healthThis week
6814 (17%)

Compared to last week

Sprint milestones hit

92%
018
HealthProgress

Sprint plan

90 day sprint

Milestone template

Standard, 18 steps

Scripts per batch

#12

Filming sessions

#6
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Client repliestoday
42

Compared to yesterday

Intake forms returned

68%
RepliesTouchpoints

What SocialZone runs today

Not a generic project tool bent into shape. Every screen maps to a step your team already does, and this part is live.

A sprint plan both sides can see

Every 60 and 90 day engagement is seeded with the same milestone spine, dated from the start day. Clients always know what is next and whose turn it is.

Communication health, scored

Days of silence, unanswered messages, overdue milestones and missing intake roll into one score per client, with the reasons written out rather than hidden behind a number.

Intake that gets finished

One structured form captures brand, audience, offer and tone. It feeds the research, so nothing gets asked twice.

Onboarding in the same place

Booking link, agenda and recap notes sit next to the form the client just filled in.

Deliverables with a status

Research, transcripts, scripts and finished cuts land in the workspace. Clients see delivered work, not drafts.

Messages that count as contact

Portal threads log themselves into the communication record, so the score reflects reality.

Coming next

Publishing, on the same timeline

Scheduling and channel management are being built into the portal itself. The work your client approves becomes the queue that goes out, instead of living in a second tool nobody logs into.

One calendar per client

The content queue sits beside the sprint plan it came from, so a scheduled post traces back to the script that produced it.

Formatted per channel

The same cut goes out shaped for each platform rather than cross posted identically and throttled for it.

Approved before it publishes

Clients approve from the portal they already sign in to. Nothing goes live on an account you do not own without a yes.

Performance back into the score

What actually landed feeds the next batch, instead of sitting in a separate analytics tab nobody opens.

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Plus LinkedIn, Google Business, Slack and more.

Two sprint shapes

Clients are placed on a plan when their account is created, so the tracker is live before the first call.

60 day sprint

Prove the format fast

  • 15 dated milestones from kickoff to renewal
  • Research, transcripts and pilot scripts by day 21
  • First batch live by day 35
  • Mid-point review at day 40
Most common

90 day sprint

Build the engine

  • 18 dated milestones across four phases
  • Everything in the 60 day plan, on a longer runway
  • Hook iteration round after the first results
  • Scale and repurposing plan before handover

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