The client portal opens on the campaign plan

The client portal's home became the campaign plan with phases and a checklist, monitoring copy was rewritten in plain language, brief-only campaigns arrived for partners who write their own content, and on Thursday every change started going through review and automated checks before it ships.

Four days, Monday to Thursday, and then the way we ship changed. The client portal’s home became the campaign plan, monitoring copy was rewritten in plain language, and on Thursday every change started going through a review with automated checks before it ships.

For our partners

1. The client portal opens on the campaign plan. A monthly process strip runs along the top with deliverable tiles and this month’s progress, then one section per phase with a checklist of what is done, in progress and pending.
2. The process itself is a catalog of cards layered platform to partner to campaign, so a partner’s standard process applies everywhere and a single campaign can differ, edited beside Scope.
3. Monitoring reads differently. Check descriptions lead with the change they catch, in plain language, without internal policy detail.
4. Partners who write their own content can run a campaign in brief-only mode: we plan and brief, their writers produce the pieces, and the plan reflects that honestly instead of stamping our work as done.
5. Content reviews can cancel an open approval request to keep editing.
6. A Mentions tab joined the inbox.
7. Portal deliverables read as counted lines, and the plan view dropped its done counters and summary paragraph.

1. The plan as the portal home

The checklist covers the brief, competitors, the goal, Google accounts, keyword research and tracking, gap analysis, keyword mapping and work plans. Phases are clickable tabs, and the ongoing view is one work list. The public share portal mirrors the same view.

3. Monitoring copy

Websites display as their full address, host and folder, everywhere. Monitored pages match on URL regardless of a trailing slash. The noindex alert names the pages. Alert emails arrive grouped per check instead of one at a time.

Behind the scenes

1. On Thursday the way we ship changed: every change is reviewed and checked automatically before it lands, the database changes it needs land with it, and anything touching data structure, money or sign-in waits for a second person’s review.
2. Agent probation: an agent under review has its tasks and plans held until staff release them, invisible to partner and client until then.
3. Website edits follow one rule per page: one active edit at a time, and a short wait after one finishes before the next, whether the agent or a person created the task.
4. A big job can pause and carry on knowing everything it already knew, so it is never cut off for running long, and staff release it if it grows expensive.
5. A campaign’s phase starts at activation rather than when the agent first works it.
6. Page expansions are tasks now, not plan items; plans hold new content. The experiments concept was retired.