๐Ÿ“ 3. Client Management & Fulfillment Dashboard

๐Ÿ‘ค Client Overview

  • Business info, contact, website, niche, location

  • Service plan (Local SEO, GMB optimization, backlink campaign, etc.)

  • Payment status

๐Ÿ“‘ Onboarding Checklist

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

  • Team assignment

๐Ÿ”ง 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

๐Ÿ“ค Deliverables

  • Upload reports, screenshots, links, or PDF docs

  • Auto-generate monthly reports

  • Client notification system