A small but ambitious marketing agency wanted a professional way to showcase campaigns, share reports, and onboard clients. Before working with me, they relied on email attachments, Google Drive links, and scattered communication — messy for them and frustrating for clients.
I designed a digital marketing hub right inside their WordPress site. Clients could log in securely to view campaign performance dashboards, download branded reports, and access educational resources. The portal was customized to display analytics from Google Data Studio, social media campaign stats, and project timelines — all updated automatically without manual uploads.
For onboarding, I built a guided welcome section with videos, FAQs, and step-by-step instructions, reducing the time staff spent answering repetitive questions. The system also included a ticket form for support requests, which routed directly into their project management tool.
Within two months, the agency noticed a sharp drop in client questions, freeing up hours each week. Clients reported feeling more informed and confident, leading to higher retention and more referrals. The agency now presents their portal as a premium benefit for new clients — a selling point their competitors can’t match.
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