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Keep marketing ops portals stocked with report links

Keep marketing ops portals stocked with report links

Marketing ops miss posting report links, leaving clients without access and account teams chasing files. Weekly check posts missing links to portals and updates lookup so account teams confirm access.

Keep marketing ops portals stocked with report links

Overview

Marketing ops risk client satisfaction and extra manual work when activity reports go missing. This weekly workflow posts missing report links to client portals and updates your lookup so account teams have clear visibility, resulting in fewer escalations and faster confirmations.

Notable Features

  • Post missing client links weekly
  • Update internal report lookup
  • Notify account teams on updates

Keep marketing ops portals stocked with report links