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Client Dashboard Template

Notion-style project tracking board

How to Use This Template

  • • Copy the template below into Notion, ClickUp, or any project management tool
  • • Replace all [PLACEHOLDERS] with actual client information
  • • Share with client for transparency and collaboration
  • • Update regularly with progress and new tasks
  • • Use as a central hub for all project communications

Template Content

# 🚀 [CLIENT NAME] - Business Launch Dashboard

## 📋 Welcome & Overview

**Project Name:** [PROJECT NAME]
**Business Niche:** [NICHE]
**Tier:** [Starter Kit / Pro Launch / CEO Accelerator]
**Launch Date Target:** [DATE]
**Project Manager:** [PM NAME]
**Primary Contact:** [CLIENT EMAIL/PHONE]

---

## 📦 Project Assets & Deliverables

| Asset Type | Name | URL/Location | Status | Notes |
|-----------|------|--------------|--------|-------|
| Logo | Primary Logo | [Link] | ✅ Final | - |
| Logo | Icon Only | [Link] | ✅ Final | - |
| Brand Guide | Brand Identity PDF | [Link] | 🔄 Draft | Awaiting feedback |
| Website | Landing Page | [Link] | 🔄 In Progress | - |
| App | Web App Login | [Link] | ⏳ Pending | Week 2 delivery |
| Documentation | SOPs Manual | [Link] | ⏳ Pending | - |
| Marketing | Email Sequences | [Link] | 🔄 In Progress | - |
| Content | Social Media Calendar | [Link] | ⏳ Pending | - |

**Status Legend:**
- ✅ **Final** - Ready to use
- 🔄 **In Progress** - Actively being worked on
- ⏳ **Pending** - Not started yet
- 🔴 **Blocked** - Waiting on client input

---

## ✅ Launch Tasks (Kanban Board)

### 📌 Backlog
- [ ] Domain DNS configuration
- [ ] Email marketing platform setup
- [ ] Social media account creation
- [ ] Content calendar finalization

### 📅 This Week
- [ ] Brand assets finalization
- [ ] Landing page copywriting
- [ ] Payment gateway integration (Stripe)
- [ ] First client walkthrough call

### 🔥 In Progress
- [ ] Website development (80% complete)
- [ ] Logo revision round 2
- [ ] Email sequence drafting

### ✅ Done
- [x] Project kickoff call (Jan 15)
- [x] Niche validation & market research
- [x] Brand name selection
- [x] Color palette approval
- [x] Initial wireframes

---

## 📞 Meetings & Calls

| Date | Type | Agenda | Recording | Notes |
|------|------|--------|-----------|-------|
| Jan 15 | Kickoff | Project overview, goals, timeline | [Link] | Great energy! Client excited about niche. |
| Jan 22 | Strategy | Brand positioning, messaging | [Link] | Finalized tagline and mission statement. |
| Jan 29 | Training | App walkthrough, admin panel | [Scheduled] | - |
| Feb 5 | Launch Prep | Pre-launch checklist review | [Scheduled] | - |

**Next Call:** Jan 29, 2:00 PM EST - App Training Session

---

## 📊 Metrics Snapshot (Post-Launch)

| Metric | Current | Goal (30 days) | Goal (90 days) |
|--------|---------|----------------|----------------|
| Website Visitors | - | 500 | 2,000 |
| Email Subscribers | - | 100 | 500 |
| Leads Generated | - | 20 | 100 |
| Customers | - | 5 | 30 |
| Monthly Revenue | - | $2,000 | $10,000 |
| MRR (if applicable) | - | $500 | $3,000 |

*Metrics will be tracked starting from launch date.*

---

## 💡 Ideas & Parking Lot

**Feature Ideas for Future:**
- Mobile app version
- Affiliate program
- Referral system
- Advanced analytics dashboard

**Marketing Campaign Ideas:**
- TikTok challenge launch
- Influencer partnership outreach
- Local business networking events
- LinkedIn thought leadership series

**Automation Opportunities:**
- Welcome email sequence
- Abandoned cart recovery
- Customer onboarding drip
- Review request automation

---

## 📚 Resources & Links

**Client Resources:**
- [Brand Style Guide]
- [Operations SOPs]
- [Marketing Playbook]
- [Tech Stack Documentation]

**Team Resources:**
- [Project Slack Channel]
- [Google Drive Folder]
- [Figma Design Files]
- [GitHub Repository]

---

## 🎯 30-60-90 Day Roadmap

### Days 1-30: LAUNCH
- ✅ Finalize all brand assets
- ✅ Complete website/app development
- ✅ Set up payment processing
- ✅ Launch marketing campaigns
- ✅ Go live with soft launch
- ✅ Onboard first 5 customers

### Days 31-60: OPTIMIZE
- 📈 Analyze initial metrics
- 🔧 Make UI/UX improvements
- 📣 Scale marketing efforts
- 🤝 Build partnerships
- 💬 Gather customer feedback
- 🚀 Launch referral program

### Days 61-90: SCALE
- 💰 Achieve profitability target
- 📱 Expand to new channels
- 🎨 Launch additional features
- 👥 Hire first contractor/VA
- 📊 Implement advanced analytics
- 🌟 Case study & testimonials

---

## 🔔 Important Reminders

**Client Action Items:**
- [ ] Provide headshot for About page (Due: Jan 25)
- [ ] Review and approve brand guide (Due: Jan 26)
- [ ] Set up Stripe account (Due: Jan 28)
- [ ] Write personal founder story (Due: Jan 30)

**FutureFoundersLabs Action Items:**
- [ ] Deliver website staging link (Due: Jan 27)
- [ ] Complete email sequence (Due: Jan 29)
- [ ] Schedule launch strategy call (Due: Feb 1)

---

## 📞 Need Help?

**Your Project Manager:** [PM NAME]
**Email:** [PM EMAIL]
**Slack:** @[PM SLACK]
**Emergency Contact:** [PHONE]

**Office Hours:** Monday-Friday, 9 AM - 6 PM EST
**Response Time:** Within 24 hours (weekdays)

---

*This dashboard is your central hub for everything related to your business launch. Bookmark it and check it daily!*