Project Milestones
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Onboarding Journey
Your 6-stage path from contract to active client — 100% GHL automation
Reporting
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Resources & Files
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Invoices & Contracts
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Learning Hub
Guides, playbooks & training
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Briefing Portal
Submit requests, creative briefs & brand assets — all routed to Asana and assigned to your CSM
Your CSM will be notified and respond within 1 business day.
Creative Brief
Use this form when briefing the team on new creative work — campaigns, emails, ads, social content, or any design request. All details land in Asana as a structured task.
A structured task will be created in Asana and assigned to your CSM.
Brand Collateral Upload
Upload logos, brand guidelines, images, or any collateral for the team. This creates an Asana task with your notes and a link to the uploaded files in Google Drive.
Upload files to Google Drive first, then paste the share link here
Your CSM will be notified and the assets will be catalogued in your project.
Calendar
Your upcoming meetings & sessions
Upcoming
Meeting Directory
All agendas and recordings