Why it matters: Forrester reports that B2B clients rate transparency as the top driver of retention when agencies share live status data.[1] Chaos automations give every client a portal without another deck.
TL;DR
- Centralise deliverables, approvals, and KPIs in Chaos.
- Automate weekly digests and status charts.
- Track sentiment with surveys linked to the agentic KPI scorecard.
What belongs in a client portal?
Include overview metrics, deliverable trackers, approvals, latest decisions, and important docs. Link to the creative operations workflow so clients understand pipeline stages.
How do you automate updates?
Chaos pulls tasks, meeting notes, and financials into the portal. Weekly digests email clients, update Slack channels, and archive snapshots in the decision log.
How do you measure client confidence?
Track portal engagement, response time to approvals, and satisfaction scores. Forrester found firms using live dashboards cut churn by 15%.[1]
Key takeaways
- Portals build trust without extra slideware.
- Automations keep information fresh across channels.
- Sentiment tracking informs the next sprint or retainer review.