Client Management

Manage clients, services, and account status

Total Clients

Active

ARC Clients

Total Monthly Budget

Client	Account Specialists	Status	Services	Start Date	Actions
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Add New Client

Basic Information

Client Name *

Start Date *

Default start date for all services

Status

Client Logo

No logo

Upload Logo

Allowed: PNG, JPG, GIF, WebP, SVG (max 5MB)

Services

ARC Program Help Desk ProAction Coaching Partnership Advertising

ARC Program Configuration

ARC Start Date

Only set if different from client start date (not prorated)

Current Monthly Budget *

Base points allocated per month

ARC Specialist *

Budget History

New Client (same budget all months) Existing Client (import budget history)

Import Budget History

Enter the monthly budget for each month since the client started. This allows accurate points tracking for existing clients.

Select an ARC Start Date above to see months.

ARC Notes

Help Desk Configuration

Help Desk Start Date

Only set if different from client start date (prorated)

Monthly Cases *

Number of support cases included (2 hours each)

Help Desk Specialist *

ProAction Coaching Configuration

ProAction Start Date

Only set if different from client start date (prorated)

Monthly Calls *

Number of strategic planning calls per month

ProAction Specialist *

ProAction Notes

Partnership Configuration

Partnership Start Date

Only set if different from client start date (prorated)

Partnership Specialist *

Advertising Specialist *

Partnership includes PPC management - assign an ads specialist

Advertising Configuration

Advertising Start Date

Only set if different from client start date (prorated)

Monthly Ad Budget ($) *

Minimum $3,000 monthly advertising budget

Campaign Goal

Advertising Specialist *

Advertising Notes

Marketplaces

Edit Client

Client Name

Monthly Budget (Points)

Start Date

Status

Client Logo

No logo

Upload Logo

Allowed: PNG, JPG, GIF, WebP, SVG (max 5MB)

Select Services

ARC Program Help Desk ProAction Coaching Partnership Advertising Management

Help Desk Configuration

Help Desk Start Date *

First month is prorated based on start day

Monthly Cases *

Number of support cases included (2 hours each)

Marketplaces

Service Specialists (optional)

Client Onboarding

90-Day Onboarding Progress

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