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Client Dashboard / Client Profiles for Service Providers
A really valuable feature for service providers would be a dedicated client dashboard / client profile inside Adtaria. Right now, I manage a lot of client-related info in Notion, but it’s messy and scattered. It would be super helpful to have one place in Adtaria where I can store everything related to a client, like: deliverables notes tonality / brand voice invoice and payment status credits / adjustments VA or team instructions For example, if a client pauses a task after I already paid a VA for it, I need a place to track that credit. Or if I hire a VA for a specific client, I’d love to just share that client profile with them so they can see the deliverables, tonality, and context in one place. This would make Adtaria much more useful as an actual client operations hub, not just for pipeline management. For service providers, this would be a killer feature. (already sent a loom to Jason Fox directly about this - mikesclarity on X)
Manual control for LinkedIn contact creation
I want to be able to deactivate the automatic creation of a new contact every time I make a connection on LinkedIn. I want to control the contact generation manually instead of it happening automatically.
End of Day (EoD) Report emails
Quickly get your activity summary for the day: Deals Added Deals Closed New Contacts New Tasks Daily Actions Completed Follow Ups Completed Etc.
Activity Card - Dashboard
Showing all latest activity logged by team member/user and links to view changes
Daily Action Streaks
Streaks Showing how many days in a row you’ve completed your daily actions