For clients: follow the work, your services and your requests
See what your agency is working on, what each service includes and when it renews, and where your own requests stand.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Three pages in your portal answer the questions clients ask most: what are you doing for me right now, what am I paying for, and what happened to the thing I asked for.
By the end you can
- Read the task board shared with you
- Read your services and renewal dates
- Check the status of your requests
Screens used
- Portal: Tasks, My services, My requests
Steps
- 1
Open Tasks
On: Portal, TasksChoose Tasks in your portal menu.
You should see: "What we're working on": a board with Todo, In progress, Blocked, In review and Done.
- 2
Read the board
On: Portal, TasksEach card is a task your agency chose to share with you. A card under Blocked is waiting on something, often on you.
You should see: You can see what is being worked on this week.
- 3
Open My services
On: Portal, My servicesChoose My services. It lists each thing you are working on with the agency, what has been delivered, and when it renews.
You should see: Your services with their renewal dates.
- 4
Open My requests
On: Portal, My requestsChoose My requests in the menu. The page is headed "What you've asked for". Each request shows a status: Open, Scheduled, In progress, Needs your reply, Done or Cancelled.
You should see: You can see which requests are finished.
- 5
Answer when asked
On: Portal, My requestsOpen any request marked Needs your reply and answer the agency's question. Press New request to ask for something else.
You should see: The request moves on once you reply.
Tips
- Tasks appear only when your agency marks them visible to you, so the board is a summary, not every detail.
- If a service is missing from My services, tell your account manager; it is matched by your email address.
Troubleshooting
- The Tasks page is empty.
- Your agency has not shared any tasks with you yet. Ask them what they are working on.
- There is no My requests in your menu.
- Your agency has not switched requests on for this project. Send a message instead.
One row per shot, in the same order as the guide. Estimated length 2:04, recorded signed in as Client. Use made-up data only. How to record
Say: For clients: follow the work, your services and your requests. See what your agency is working on, what each service includes and when it renews, and where your own requests stand.
Hold until you see: Lesson title on screen for three seconds.
Say: Choose Tasks in your portal menu.
Hold until you see: "What we're working on": a board with Todo, In progress, Blocked, In review and Done.
Say: Each card is a task your agency chose to share with you. A card under Blocked is waiting on something, often on you.
Hold until you see: You can see what is being worked on this week.
Say: Choose My services. It lists each thing you are working on with the agency, what has been delivered, and when it renews.
Hold until you see: Your services with their renewal dates.
Say: Choose My requests in the menu. The page is headed "What you've asked for". Each request shows a status: Open, Scheduled, In progress, Needs your reply, Done or Cancelled.
Hold until you see: You can see which requests are finished.
Say: Open any request marked Needs your reply and answer the agency's question. Press New request to ask for something else.
Hold until you see: The request moves on once you reply.
Say: That is for clients: follow the work, your services and your requests. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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