PublicViewsAgencies
A status page per client, from the pipeline you already keep.
Your client asks where things stand. The answer is in Attio, and they cannot see it. So you screenshot the board, or you write the same status email you wrote last week, or you keep a Google Sheet next to the CRM and update it twice.
| Project | Stage | Due |
|---|---|---|
| Website rebuild | In build | 12 Mar |
| Brand refresh | Delivered | 28 Feb |
| SEO retainer | In build | Monthly |
| Analytics audit | Not started | – |
What changes
Filter the list to that client’s records, switch on the five attributes they care about, put it behind their email domain, and brand it as yours. Send the link once. Move a card in Attio and their view has it at the next check.
Give the account manager an editable notes attribute if you want them adding context without logging into anything. With approval on, which is the default, their edits queue for you, so nothing they write reaches your CRM unread.
Setup, in order
Filter by client, table or board layout, hide internal attributes such as margin and internal owner, gate by their email domain, brand it, publish.
Watch out for
Internal-only attributes with innocent names. Use the exposure preview and read the view as your client, not as yourself.