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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!*
