Client Hub · Onboarding & Documents
This is your private home base — everything you need on hand in one place. Your live performance dashboard, your agreement and payment schedule, where your logins are kept, and who to call. Bookmark it.
| Agreement / Plan | Add plan name |
| Start date | Add start date |
| Term | Add term |
| Renewal | Add renewal terms |
| Notice to cancel / pause | Add notice period |
| Signed agreement | See “Signed Contract” below ↓ |
contract.pdf into this client’s folder (clients/its-bin-cleaned/contract.pdf) and it will appear here automatically.| Item | Amount | When | How |
|---|---|---|---|
| One-time setup / onboarding | $ amount | when | method |
| Monthly management fee | $ / month | billing day | method |
| Ad spend (paid to Google directly) | $ / month budget | Ongoing | card on file w/ Google |
Management fee and ad spend are billed separately — see the Marketing FAQ for the difference.
Replace the vault button link above with your shared 1Password / Bitwarden item URL. Paste vault link
| Account manager | Add name |
| Add email | |
| Phone | Add phone |
| Best for | Strategy, requests, new campaigns, billing questions |
| Primary contact | Add name |
| Add email | |
| Phone | Add phone |
| Billing contact | Add name / email |