OWC Integrate current clients into client dashboard

Summary

Need to integrate the current reports and process into the OWC Client dashboard

Client
🚀OWC
Assigned To
Status
In Progress
Start & Finish Date
Needs Review

Objective:

Impact:

confirm that the projects actually work
figure out what properties to show
Figure out how to add easily for me to actually access
Update the styling of the db and add properties
do I do EOM reports normally or add htem as business metrics?
Add all tasks to clients dashboard
set standard for urls of clients and passwords

Always use first word of the business nae for the client and the primary contact email for password

Need to add a “needs review” to projects

What’s most important for their dashboard?

  • They need to be able to quickly see what I need them to review which could be an active project, an updated

Projects & Resources are the two main items

Projects - upgraded digital presence, anything else I need them to review, main part of the page, link to view all work

Resources - a side panel that contains messaging guidelines link, social reviews effectiveness, key onboarding metrics etc.

What do I currently have to show?

Thrive:

  • The findings from my inital intake project,
  • the ugpraded digital presence so they’re interested

Klesk

  • Business essentials report
  • google ads report

Hepworthfisher

  • Advisors prject
  • the ugpraded digital presence so they’re interested

For adding forms to the dashboard

  • Can pre populate information by hiding values in notion and then using jquery to get the values and populate them in the iframe url and then reloading the iframe, just would need ot see if we can pause the initial load

Dashboard Content

Need to add the initial form fillout for the brand guideliens

Manage My Digital Presence - is this just a panel and they click to the page to see all of this? Upgraded digital presence is a project but this is a quick resource link?

  • (once) messaging guideliens
    • (once) new copy - need to add this to here, should be one
  • (once) logo
  • (once) social profile optimization
  • (monthly) social reviews effectiveness
  • (monthly) site security and speed -

Metrics & Leads?

  • (monthly) customer survey feedback
  • (monthly) key onboarding mertics
  • (monthly) google ads reporting
  • (monthly) automations and software management

Projects

  • active projects
  • completed projects
  • potential projects
  • tasks done