Your project,in plain view.
A private client portal from Vantage Strategy. See how far along your project is, message the person doing the work, and sign off on what needs you.
Progress, messages, files, approvals and invoices, in one place you can open from your phone.
Client PortalOverviewProgressChatFilesApprovalsInvoicesSettings
ProgressFieldnote Goods, fall growth plan. Tasks and subtasks drive the percent.
68%17 of 25 subtasks done
Keyword plan
Product page fixes
October content calendar
Reel batch 1
Creator shortlist
ChatWith Vantage Strategy.
The October calendar is ready for your review. It is in Approvals.Looks good. Can we move the launch post to Friday?Yes. Moving it now.
Send
Waiting on youOctober content calendar
ApproveOpen files
Fieldnote Goods68%
Fall growth plan17 of 25 subtasks
Keyword planDone
Product page fixesIn progress
October content calendarNeeds you
Reel batch 1In progress
Waiting on you1 approval
October content calendarReview and approveChat1 new
The October calendar is ready for your review. It is in Approvals.October retainerDue October 15Pay
What it does
Everything about your project, in one place you can check any time.
(1)Progress timelineEvery task and subtask we are working on, with a percent complete that moves as the work gets done. Some tasks are yours.
(2)ChatMessage the person doing the work. Messages arrive in real time, and you get a notification when there is a reply.
(3)FilesEverything shared on your project, in one list. No digging through email attachments.
(4)ApprovalsWork that needs your sign-off arrives as an approval. You review it and sign off in the portal.
(5)Invoices and retainersPay an invoice or your monthly retainer by card, bank transfer, Apple Pay or Google Pay.
Task2 of 3 subtasks
October content calendar67%
Draft the topicsWrite the captionsReview the calendarYours
ApprovalWaiting on you
October content calendarApproveChatThe October calendar is ready for your review. It is in Approvals.Looks good. Can we move the launch post to Friday?Yes. Moving it now.
FilesXLSXKeyword planPDFOctober content calendarZIPReel batch 1, draftsPDFCreator shortlist
InvoiceOctober retainerMonthly. Due October 15.
CardBank transferApple PayGoogle Pay
Also in the Client Portal: passkey and two-factor sign-in, notifications, and a home-screen icon on your phone.
How it works
Four steps, in this order.
- 01Get your inviteVantage Strategy sends you an invitation. There is no public sign-up.
- 02Add it to your home screenThe portal installs like an app and opens from its own icon. No app store needed.
- 03Follow progressSee what is done, what is next, and which tasks are waiting on you.
- 04Approve and paySign off on work and pay invoices from the same place.A person at Vantage Strategy sends every item you approve.
No more wondering where things stand.
Data and privacy
What the Client Portal accesses, and why.
| Platform | What the app accesses | Why |
|---|---|---|
| Google sign-in Optional | Your name, email address and profile picture. | To sign you in without sending you to your email each time. Nothing else in that account is read. |
| Stripe Payments | Processes card, bank transfer, Apple Pay and Google Pay payments. Card and bank details go to Stripe and never touch the portal. | To take payment for invoices and monthly retainers. |
| Clients | Your name and email, the messages you send, the files you upload, and your approvals. | To run your account and your project. |
PlatformGoogle sign-in Optional
What the app accessesYour name, email address and profile picture.
WhyTo sign you in without sending you to your email each time. Nothing else in that account is read.
PlatformStripe Payments
What the app accessesProcesses card, bank transfer, Apple Pay and Google Pay payments. Card and bank details go to Stripe and never touch the portal.
WhyTo take payment for invoices and monthly retainers.
PlatformClients
What the app accessesYour name and email, the messages you send, the files you upload, and your approvals.
WhyTo run your account and your project.
The Client Portal uses this access only to run your project. Your data is never sold. It is shared only with the services that run the Client Portal, which the Privacy policy lists.
Who it is for
Manav KamdarOwner, Vantage Strategy LLC
The Client Portal is private. It is included for every Vantage Strategy client at no separate charge, and you join by invitation.
The Client Portal is run by a person, and that person is who you message.
Meet the ownerVantage SuiteFive private tools from Vantage Strategy.
DispatchPlan, create, and schedule social content.LinkBackSEO/AEO and backlink campaigns, tracked page by page.Reel StudioTurn reference reels into video that is ready to post.AllianceCreator partnerships, codes, and commission.
You are hereClient Portal You are hereProgress updates, files, approvals, and invoices.