Step 1
Separate sales proof from delivery
Case studies should be public; client-specific review pages should stay private and out of search.
Agency workflow
Creative agency client portal checklist
A useful agency portal starts as a few clear private client moments, not a heavy custom platform.
Creative agencies and small studios - 6 min read
Visual preview
See the kind of site this guide supports.
The advice is paired with template previews so readers can connect the launch step to an actual starting point.
Step 2
Use one page per milestone
Proposal, review, approval, and deliverable moments are easier to manage as focused pages.
Step 3
Track the next action
Each client page should say what the client should review, approve, download, or pay for.
Next step
Use the guide while the site is still fresh.
Start from a template, make one focused first version, and use the CMS checklist to keep the next action visible.