Challenges

The agency was managing updates manually via email and Google Drive, which led to lost files and miscommunication. Clients needed one place to view everything without learning a new system.

Solutions

• Used Figma to design a clean dashboard

• Built the portal with Softr, integrating Airtable as the backend

• Automated email notifications for new updates using Zapier

• Used Notion as the internal project wiki during development

Outcome

Clients praised the portal’s clarity, and the agency saved an average of 8 hours per week on administrative work.