Account Management
The ongoing process of managing and strengthening client relationships at your agency. This includes onboarding, communication, project tracking, and making sure clients are satisfied with the services provided. In a client portal, account management often involves giving clients visibility into their deliverables, billing, and support in one central place.
Example
An account manager at a branding agency might use a client portal to share design drafts, collect client feedback, and keep everything organized so the client always knows what’s happening with their project.
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