Current delivery cycleAugust local SEO
On track- Open requests
- 2 One due Friday
- Awaiting approval
- 1 Landing page copy
- Next report Monthly review
Confirm the service-area priority so the agency can finish the September content plan.
Client portal
Give clients one place to participate in agency delivery
Clients should not have to hunt through email threads for the latest request, file, or approval. MarketingLokam provides a client-facing workspace that evolves from onboarding into ongoing delivery, while keeping agency teams connected to the underlying work.
Where fragmented delivery breaks
The missing context creates more work than the missing feature
Agencies lose the thread when client messages, task status, service scope, and delivery decisions sit in different systems. MarketingLokam keeps this work connected to the client record and the workflow it affects.
A clearer client experience
Give clients a single destination for the actions and information their service needs.
Fewer status chases
Use visible requests, approvals, and reports to reduce scattered follow-ups.
Context survives handoffs
Keep client-facing activity connected to the agency project and service work behind it.
The MarketingLokam workflow
A visible path with an owner at every handoff
- 01
Welcome the client
Introduce the client to their workspace during onboarding with clear first requests.
- 02
Collect information
Use requests for files, access, answers, and stakeholder decisions.
- 03
Request review
Present deliverables for client feedback or approval in the context of current work.
- 04
Share delivery updates
Keep useful reports and ongoing client interactions in the same evolving portal.
Current delivery cycleAugust local SEO
On track- Open requests
- 2 One due Friday
- Awaiting approval
- 1 Landing page copy
- Next report Monthly review
Confirm the service-area priority so the agency can finish the September content plan.
Capabilities and boundaries
Built for the operating job, with the surrounding context intact
One client workspace
Clients can return to one place as the relationship moves from setup into active service.
Mobile-friendly participation
Support requests and approvals that clients can complete without navigating internal agency tools.
Agency control
The team keeps the operational project context while clients see the actions relevant to them.
How the workflow changes by service
The same capability solves a different delivery moment for each agency
Give clients one place for access requests, content decisions, open questions, and the next report.
See the SEO agencies workflowKeep calendar reviews, requested assets, approval status, and cycle updates easy to find.
See the social media agencies workflowCarry questionnaire answers and content requests forward into design reviews and launch decisions.
See the web design agencies workflowQuestions about client portal
What teams need to know before changing the workflow
What can clients do in the portal?
Clients can participate in onboarding requests, share files, review approvals, and access relevant delivery updates.
Does the portal replace email entirely?
It gives structured delivery actions a shared home, while agencies can still communicate through their preferred channels.
Can a portal be used after onboarding?
Yes. It is designed as an evolving client workspace rather than a one-time onboarding form.
Put client portal into the delivery system
Give the next client workflow a clear path from readiness to review.
Start a MarketingLokam workspace or follow the illustrative delivery flow in the working product demo.