Client Dashboard / Client Profiles for Service Providers

A really valuable feature for service providers would be a dedicated client dashboard / client profile inside Adtaria.

Right now, I manage a lot of client-related info in Notion, but it’s messy and scattered. It would be super helpful to have one place in Adtaria where I can store everything related to a client, like:

• deliverables

• notes

• tonality / brand voice

• invoice and payment status

• credits / adjustments

• VA or team instructions

For example, if a client pauses a task after I already paid a VA for it, I need a place to track that credit. Or if I hire a VA for a specific client, I’d love to just share that client profile with them so they can see the deliverables, tonality, and context in one place.

This would make Adtaria much more useful as an actual client operations hub, not just for pipeline management.

For service providers, this would be a killer feature.

(already sent a loom to Jason Fox directly about this - mikesclarity on X)