The Problem You Know Too Well

You finish onboarding a new client. Two weeks later, they ask for the tracking setup doc you sent. You dig through email. They dig through email. Nobody finds it. You resend it. This cycle repeats for every client, every month.

Meanwhile, project updates live in Slack. SOPs live in Notion. Loom videos live in email. Training docs live in Google Drive. Your clients have no idea where anything is. And honestly? Sometimes you don't either.

This chaos costs you hours every week. It makes your agency look disorganized. Worse, it frustrates clients who just want answers.

One Place for Everything

SmartMetrics Collaboration Hub eliminates the scavenger hunt. Every resource your client needs lives inside their portal, organized by topic or project.

Create structured notes for onboarding, weekly summaries, project statuses, or how-to guides. Add context your clients actually understand.

Embed Loom videos by pasting a link. SmartMetrics handles the rest. Your walkthrough plays right inside the portal. No more "click this link, then scroll down, then hit play."

Attach files and links to any note. PDFs, documentation, upsell offers. Clients see everything in one view instead of hunting through attachments.

Share your agency resources with clients. SmartMetrics includes nearly 1,000 ready-to-use guides, SOPs, and templates. All white-labeled with your branding. All shareable in seconds.

Collaboration That Actually Works

Clients can view, comment, and react to notes. They can add their own. Questions get answered in context, not buried in email threads.

You get notified when clients add comments or upload files. Nothing slips through the cracks.

Compare this to the alternative: a client sends you a question via email. You respond. They reply with a follow-up. You CC a team member. They reply-all. Three days later, nobody remembers what was decided.

Collaboration Hub keeps conversations attached to the content they reference. Simple.

How Agencies Use This

Client onboarding: Create a "Getting Started" section with your tracking setup steps, a Loom walkthrough, and your GTM troubleshooting guide. Clients bookmark it. They stop asking you the same questions.

Weekly updates: Post your weekly summary as a note. Attach the report. Clients see what you accomplished without scheduling a call.

Project documentation: Build a living resource hub for each client. Add files as the project evolves. Clients always know where to look.

Upsell opportunities: Add service upgrade CTAs to relevant notes. When a client reads your SEO audit, they see the link to your advanced SEO package.

Why This Beats Your Current Setup

Most agencies cobble together Notion, Google Drive, Loom, and email. It works until it doesn't. Clients forget logins. Links break. Permissions get messy. Nothing feels professional.

Collaboration Hub lives inside your branded client portal. No extra logins for clients. No permission headaches for you. Everything looks polished because it's all under your brand.

Your clients see an organized agency that has its act together. You spend less time answering "where is that?" and more time doing actual work.

Get Started

Create your first shared note in under a minute. Paste a Loom link and watch it embed automatically. Add a resource from the agency library. Share it with your client.

That's it. No setup calls. No training required.