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Vantage Client Portal
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How it works

From your invitation to your first approval, in four steps.

The Client Portal is used by you and by Vantage Strategy. Here is what each of us does at every step, and what the portal does in between.

  1. 01Get your invite

    Your portal starts with an email from Vantage Strategy.

    YouOpen the invitation and choose how you sign in: a passkey, or your Google account, with two-factor sign-in.
    Vantage StrategySets up your project and sends the invitation. There is no public sign-up.
    The portalCreates your account and keeps you signed in, so you are not sent to your email every time.
    Only people Vantage Strategy invites can get in.
  2. 02Add it to your home screen

    The portal installs like an app, without an app store.

    YouAdd the portal to your phone home screen, and allow notifications if you want them.
    Vantage StrategyNothing at this step.
    The portalOpens from its own icon and notifies you when there is a message or something to review.
  3. 03Follow progress

    Your timeline shows the work as tasks and subtasks.

    YouCheck the timeline whenever you like, and complete the tasks assigned to you.
    Vantage StrategyBreaks the work into tasks and subtasks, and marks each one as it is done.
    The portalWorks out the percent complete from the finished tasks and keeps it current.
  4. 04Approve and pay

    Sign-offs and payments happen in the same place as the work.

    YouReview what is sent for approval and sign off. Pay invoices and your monthly retainer by card, bank transfer, Apple Pay or Google Pay.
    Vantage StrategySends work for your approval and issues your invoices.
    The portalKeeps each approval with its files, hands the payment to Stripe, and marks the invoice paid.
    A person at Vantage Strategy sends every item you approve.
Along the way

The parts of a project that happen between the steps.

ChatMessage the person doing the work, next to the project you are talking about. You get a notification when there is a reply.
FilesEverything shared on your project sits in one list, so nothing has to be found in an email thread.
Tasks for youSome tasks are assigned to you. They show on the timeline with ours and count toward the percent.
If something goes wrong

Each problem has a place to raise it, and a person who looks at it.

You cannot sign inWrite to us by email. A person checks your account and gets you back in.
A payment looks wrongTell us in chat or by email. Payments are processed by Stripe, and a person checks the record with you.
The timeline looks offAsk in chat. The person doing the work answers and corrects the task if it was wrong.
You want to stop using the portalTell us, and a person closes your access.
Manav Kamdar, owner of Vantage Strategy, seated on a sofa
Manav KamdarOwner, Vantage Strategy LLC
The person in every step

Wherever a step says Vantage Strategy, it means a person.

In the Client Portal, Manav sets up your project, breaks the work into tasks and marks them as they are done, answers your messages, sends work for your approval and issues your invoices.

Meet the owner
For businesses working with Vantage StrategyRequest access