📁 3. Client Management & Fulfillment Dashboard

👤 Client Overview

• Business info, contact, website, niche, location
  
  
• Service plan (Local SEO, GMB optimization, backlink campaign, etc.)
  
  
• Payment status
  
  

📑 Onboarding Checklist

• Auto-generated task list (intake form received, GMB access, logins, etc.)
  
  
• Team assignment
  
  

🔧 Task & Service Fulfillment

• Task templates by service (e.g., Local SEO → Citation building, on-page SEO, etc.)
  
  
• Assign tasks to fulfillment team
  
  
• Due dates, progress tracking
  
  
• File uploads and notes
  
  

📤 Deliverables

• Upload reports, screenshots, links, or PDF docs
  
  
• Auto-generate monthly reports
  
  
• Client notification system