CLIENT MANAGEMENT

Know the client.
Keep the work connected.

Keep contacts and notes together, then give clients a focused portal for the updates and files they need.

Client profileActive client

Global Inc

Design studio · Client portal launch

Account owner: Sam Rivera
Main contact: Alex Morgan · Project sponsor
Email: alex@global.example
Current project: Global Inc portal
Next review: Friday, 13 November

Account note: send the Friday update to Alex. Include Jordan for brand reviews. Keep internal drafts in the team workspace.

FROM FIRST CONTACT TO DELIVERY

A clearer relationship, on both sides.

Give your team the client context. Give your client the right view of the work.

CONTACTS

Know who to bring into the conversation.

Keep the people behind the account in one place. Record their roles so the team knows who handles the brief and who reviews the final deliverable.

For Global Inc, Alex owns the brief and Jordan reviews the brand experience.

Global Inc contacts2 contacts

Alex MorganProject sponsor · Primary contact

Jordan LeeBrand lead · Deliverable reviewer

Bring Alex into scope decisions and Jordan into the portal review.

CLIENT NOTES

Keep the context beyond the call.

Record the details that make the next conversation useful: preferences, decisions, and what to follow up on.

Anyone picking up the account can see why Thursday’s review matters.

Account notesGlobal Inc

Kickoff decisions

Client wants one weekly update. Checklist review must happen before Friday’s walkthrough.

Sam Rivera · 10 November

Scope confirmed

Launch includes selected deliverables, project updates, and a clear review flow.

Liya Morgan · 11 November

Next conversation

Walk Alex and Jordan through the portal and collect their feedback.

Friday · 10:00 AM

CLIENT PORTAL

Share what’s ready for their attention.

Give clients selected updates and files in a dedicated portal. Receive requests and review deliverables while keeping the project conversation focused.

Global Inc sees the Friday update and the checklist shared for review.

Explore Client Portals

Client portal

GLOBAL INC / YOUR PROJECT

Good morning, Alex.

Here’s what’s ready for your attention.

1 Review requested2 Shared files

LATEST UPDATE · RIN PARK

Ready for the walkthrough

The scope is confirmed. We’re reviewing the launch checklist ahead of Friday’s meeting.

Portal launch checklistShared for review · 12 Nov

Review

Agreed project scopeApproved · Version 2

Final

Bring your clients closer to the work.

Start with Tez

Know the client.Keep the work connected.