Bank-Ready Documents Need Reproducible Exports
Important business documents should be generated from a repeatable source, not cleaned up manually every time someone needs a PDF.
client management
3 Local Business Search articles tagged with this topic.
The Website Link Is Not the GitHub Repo
A private GitHub repository, a local preview, and a public website URL are three different things. Keeping those links straight prevents launch confusion.
The Private Client Portal You Already Have (And Aren't Using)
Most agencies use Notion, Google Docs, or expensive proposal tools to share deliverables with clients. You already have a better option sitting on your own website.