Creator Portal
Welcome, Creator
Your assigned clients, resources, and files — all in one place.
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Active
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Upcoming Tasks
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Months With SLM
My Clients
Client
Overview
Timeline
Resources & Files
Team Tasks & Meeting Notes
Dropbox Links
Shot Lists
Social Media Strategy
Brand Guidelines
📋 Client Info
📦 Services & Deliverables
👥 Team Members
📅 This Client’s Calendars
The GoHighLevel calendars on this client’s row. Copy one to email the client directly, or open it to book on their behalf.
📊 Overall Progress
📋 Contract Start Date
🗓 Project Milestones
Each service has its own list. E means the client sees this step in their portal; I means it stays inside the team. Templates come from the SOPs — once applied they are ordinary editable records, so renaming or deleting here never changes the template, and improving a template never rewrites a live project.
📁 Client Resources
📋 Tasks
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🗒 Meeting Notes
Every meeting with this client lives here. Paste your AI notetaker's transcript or its summary, or type the notes by hand when that says it better. Give each one a clear title and the date the meeting happened.
📦 Client Content Archive
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🔗 Saved links
Plan shoots here — write concepts the way you already do. When a list is ready, send it for client approval; their answer comes right back to this tab.
Start with Setup & Scope. Everything below follows from it — a platform nobody manages produces no section anywhere on this page, so there is nothing to skip past and nothing marked “not managed”. Come back and change it whenever the scope changes. Content pillars are written once for the whole strategy and the Posting Schedule maps them across a repeating four-week cycle. Brand overview, audience and voice are pulled live from Brand Guidelines; an override here never writes back to that page. A lilac card has nothing in it yet — the moment anything is written it turns white, even if some fields are still blank. Long sections are folded; “Show all” opens one, “Expand all” at the top opens every one, and a section you are editing is always shown in full.
Each card’s coloured top edge and label show its category — Foundation, Audience & Market, Voice, Boundaries, Visual Identity. A lilac card has nothing in it yet — the moment anything is written it turns white, even if some fields are still blank. Long sections are folded; “Show all” opens one, “Expand all” at the top opens every one, and a section you are editing is always shown in full. Each section saves on its own: press Edit, type, then Save. Brand pillars written here can be pulled into the Social Media Strategy page's content pillars. The 🔒 Not For This Brand card is internal — it is never rendered on the client's portal.
Client Assets
All Client Assets
Every document and link across your assigned clients.
Client Assets
Across all your clients
Company
Resource Library
Every SLM standard operating procedure, best practice, template and internal process — live from Notion.
Notes
Meeting Notes
Every client meeting across all your clients, newest first.
My Work
My Tasks
Everything you are assigned to, from every client, in one place.
My Work
My Shoots
Shoot days clients have asked for. Confirm one and everybody is told.