Customer Portal Template


      
        To: [Client First Name]
         · 
        From: Drea  Drea@marketer-hire.com
      

      [Client First Name], you'll receive a link to your MH-1 Customer Portal shortly. This is where we manage your account, track deliverables, and connect your platforms to our AI stack.

      
      
        
          ⌘
          How the Portal Works
        
        
          The portal is your single source of truth for everything MH-1. Once you're in, you can see your campaign calendar, reporting dashboards, AI insights, and team activity — all in one place.
        
      

      

      
      
        
          ▶
          What Happens in the Portal
        
        
          Grant access to your marketing platforms — takes ~3 minutes
          Review your onboarding checklist — what we need from you before the Kickoff Call
          See your account team — your CMO, co-pilots, and ops contacts
          Access live dashboards as soon as data starts flowing (after Kickoff)
        
      

      

      
      
        
          ⚙
          What We Need Access To
        
      

      
      
        
          💰
          Paid Media
        
        
          Meta Business Manager — Admin access
          Google Ads — Admin access
          Any other active paid channels
        
      

      

      
      
        
          ✉
          Email & SMS
        
        
          Klaviyo / Mailchimp / Hubspot — Full access
          SMS platform if active (Postscript, Attentive, etc.)
        
      

      

      
      
        
          📊
          Analytics & Data
        
        
          Google Analytics 4 — Edit access
          Shopify / CRM — View or collaborator access
          Any BI tools or data warehouses
        
      

      

      
      
        
          !
          One Ask
        
        
          If you're not sure which level of access to grant, default to Admin. We'll never make changes without your approval — access just lets us read your data and build your strategy faster.
        
      

      
        See you on the other side,
        Drea
Operations, MH-1
Drea@marketer-hire.com