Fractional CMO client portal
A client portal where a fractional CMO shares channel results, decisions and actions, the campaign brief and the quarter in review with a client.
- Industry
- Technology-Oriented Consulting
- Team
- Marketing, Client services
- Use case
- Client portals, Content and campaigns
- Tags
- Client reporting Client delivery
- Includes
- 3 pages · 15 app surfaces
Template preview
1 / 4
Included items
-
Monthly marketing review
Page · Embedded on site route /results/review · Requires sign-in
-
Campaign launch brief
Page · Embedded on site route /brief · Requires sign-in
-
Quarter in review
Page · Embedded on site route /quarter · Requires sign-in
-
Dashboards
App · Client routes: /, /brief, /decisions, /onboarding, /quarter, /results, /results/review; seller team routes: /team · Requires sign-in
-
Tasks
App · Client routes: /decisions · Requires sign-in
-
Project Chat
App · Client routes: /decisions · Requires sign-in
-
Forms
App · Client routes: /files · Requires sign-in
-
File Request
App · Client routes: /files/requests · Requires sign-in
-
Files
App · Client routes: /files · Requires sign-in
-
Onboarding
App · Client routes: /onboarding · Requires sign-in
-
Client Profiles
App · Seller team routes: /team · Requires sign-in
-
Dashboards Admin
App · Seller team routes: /team · Requires sign-in
-
Tasks Admin
App · Seller team routes: /team · Requires sign-in
-
Project Chat Admin
App · Seller team routes: /team · Requires sign-in
-
Files Admin
App · Seller team routes: /team/admin · Requires sign-in
-
File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
-
Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
-
Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for fractional CMO and marketing strategy practices on retainer. A welcome band with app tiles leads to channel results and the monthly marketing review, a decisions board with tasks and project chat, the campaign launch brief, the quarter in review, files and file requests, and onboarding. The practice keeps a separate team workspace for administration.
- Home with a welcome band, app tiles and live result blocks
- Results page with live channel charts
- Monthly marketing review shared as a FuseBase page
- Decisions board with tasks and project chat
- Campaign launch brief with review status
- Quarter in review with live recommendation charts
- Files, forms and file requests
- Onboarding checklist
- Practice-only team workspace
- Light, Dark and Futuristic themes
How to use this template
-
Review the portal
Open the live demo home page and move from the welcome band to the app tiles.
-
Map your retainer
Decide which results, decisions and campaign briefs your clients should review each month.
-
Plan client access
In the linked Site only the home page opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Fractional CMO client portal help me do?
It gives a marketing leader one portal for channel results, the monthly marketing review, open decisions and actions, the campaign launch brief and the quarter in review.
Which documents are included?
Three shared FuseBase pages: the monthly marketing review, the campaign launch brief and the quarter in review.
Where do decisions and actions live?
The Decisions page combines a Tasks board, Project Chat and a live detail block, so open decisions sit next to the conversation about them.
Who is this template designed for?
Fractional CMO and marketing strategy practices, for marketing and client services work with a client marketing team.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the results, decisions, brief, quarter, files and onboarding pages and the team workspace require sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.