Marketing consultants: fix scattered approvals with a single client portal

Campaigns slow down when decisions live in five places: the brief in Docs, assets in a drive, comments in Slack, approvals in email, and the latest report “somewhere.” Threads stretch, version sprawl kicks in, and timing slips.

Clortal solves this by giving you and your client one portal link per project—deliverables, approved assets, messages, a calendar, and a clean path to sign-off. Clients don’t need another account.

Why the usual mix breaks

Email approvals get buried; “final copy” isn’t final when there are three threads.
Shared drives turn into labyrinths (old logos, v1 vs v1-final).
Chat feedback is quick—but disappears in scrollback.
Docs/sheets are great, but clients forget which doc is the source of truth.
PM boards are built for you, not for client clarity.

Result: slower launches, duplicated work, and fuzzy accountability.

What your clients actually need

A campaign checklist (brief → assets → go-live → report) with statuses.
A place to see only approved files (copy, creative, brand kits).
Simple comments in context (Starter+).
A calendar view of milestones and go-lives.
One secure link they can share internally.

That’s the portal.

How Clortal maps to a marketing workflow

Deliverables & milestones

Turn your plan into clear deliverables: Campaign brief, Messaging hierarchy, Creative v1/v2, Landing page, UTM sheet, Ad set launch, 14-day performance report. Mark progress; clients see status at a glance.

Approved files only

Upload PDFs/images or link out (Drive/Figma/Canva/Looker Studio). Toggle Approved to expose the right version—everything else stays internal.

Messages & file comments (Starter+)

Keep copy edits and creative feedback where they belong—on the project or the asset—so decisions don’t hide in email/DMs.

Activity log & notifications (Starter+)

Automatic timeline of changes. Optional email nudges for key events (e.g., “Creative v2 approved”).

Timeline/Calendar view

Show the content calendar and launch dates next to the simple list.

Branding

Your logo and colors make the portal feel like your studio—not a generic tool.

One shareable portal link

No client logins. Revoke or expire the link any time.

10-minute setup blueprint

Create your organization and add logo/colors.
Add the client (name + email).
Create the project (e.g., Q4 Lead Gen — ACME Co.).
Add deliverables with dates:
- Campaign brief (due: Oct 10)
- Messaging hierarchy (due: Oct 12)
- Creative v1 (due: Oct 16)
- Landing page v1 (due: Oct 18)
- UTM sheet (due: Oct 19)
- Ad set launch (range: Oct 21–22)
- 14-day performance report (due: Nov 5)
Upload or link assets: Docs, Figma frames, image exports, Looker/PDF reports.
Approve what’s ready for client eyes.
Share the portal link.
Use Timeline/Calendar to visualize the rollout.

Weekly habit: post a short “What shipped / What’s next / Blockers” note in Messages so decisions never get lost.

Sample engagement template: product launch (6 weeks)

Week 1: Brief + messaging (Approved)
Week 2: Creative v1 → client feedback → Creative v2 (Approved)
Week 3: Landing page v1 → edits → go-live window set
Week 4: UTM sheet finalized, ad sets queued
Week 5: Launch (range window) + early look report
Week 6: 14-day performance report (Approved), next-step recommendations

Clients open one link and see the plan, the right files, and what you need from them.

Keep your internal tools—add a clean client layer

Internal layer (for your team)

Use it for: task boards, creative production, analytics deep-dives
Typical tools: Asana/Jira/Trello, Figma/Canva, GA4/Looker Studio, Sheets

Client-facing layer (Clortal)

Use it for: deliverables & statuses, approved assets, high-level updates, sign-off, calendar
Tool: Clortal portal (one shareable link)

You’re not replacing your stack—you’re eliminating the chaotic client surface.

FAQs

Can clients comment or request changes?

Yes on Starter+: project messages and file-level comments keep feedback in context.

Where do large files live?

Wherever you like—Drive/Dropbox/Figma. Link them and expose only Approved items in the portal.

Can we show a content calendar?

Yes. Add dates to deliverables and use the Timeline/Calendar view for an at-a-glance schedule.

Does Clortal handle reports?

Upload PDFs or link your Looker/GA4 dashboards. Add a “Performance report” deliverable and mark it Approved when final.

Try it on your next client

Create the project, drop in deliverables, link your assets, and send the portal link. Expect faster sign-offs—and fewer “status?” emails.

Start free → clortal.com