🌙 Client Room
Every client, every project, same process every time
All payment statuses
New client
✕
Client
Business name
Contact name
Email
Phone
Website
Social handles
Project
Project name
Stage
Service
Owner
Kait
Kearsty
Team
Start date
Due date
Revisions included
ClickUp link
Money
Project value ($)
Payment status
Deposit paid ($)
Stripe invoice link
Client portal
Access code
Generate
Copy invite
Note shown to the client (what's happening now)
Creative brief
What they need
Goals
Target audience
Brand notes (personality, likes, dislikes, must-haves)
Deliverables
· visible in portal
Asset and folder links
· visible in portal
Internal notes (never shown to the client)
Project checklist
Messages with the client
Reply
Feedback & revisions
Add feedback or a revision request
Communication log
Add an entry
Delete
Save client