Client Portal

Business Moxie

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This is a view-only look at the status and due dates for each phase of your project.

Project Progress

Due XX/XX

Your next action

Everything for your project lives here. You can check progress, see what’s needed from you and access files and links in one place.

Project Dashboard

Welcome to your portal

Onboarding Tasks

01. Tech + Account Access
Share access to accounts we need for your project.

Open Form ↗

02. Project Questionnaire
Share details about your business, goals + preferences

Open Form ↗

03 Website Copy
Share your website copy

Open Folder ↗

04 Website Content
Upload your images, videos and legal policies

Open Folder ↗

Please complete the onboarding tasks below by [DUE DATE].

‼️ If you miss the onboarding deadline, we may need to reschedule your project by 4–6 weeks. Please let us know if you need more time to prepare. [Email Us]

Project Dashboard

Welcome to your portal

Brand Review

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Brand Review

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Website Review

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Next steps

Website Handover

Brand Review

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