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Feature · DM Snapshot

Deliverables Tracker

Clients see what's shipped versus in progress in real time. Kills the 'where are we?' email and makes your agency feel transparent and on top of it.

4.9/5 · 50+ agencies Live in 24 hours Lifetime updates
Feature snapshot
Deliverables Tracker
  • Pre-built & tested across 50+ marketing agencies
  • Configured for your agency in the first 15 days
  • Production-ready inside GoHighLevel
  • Free A2P 10DLC if SMS is involved
  • Lifetime updates as GHL evolves

There’s a specific email that drains agency owners: “Hey, just checking in — where are we on everything?” It’s not hostile. It’s a symptom. The client can’t see the work, so they have to ask. The Deliverables Tracker in this snapshot makes that email extinct. Clients see, in real time, exactly what’s shipped and what’s in progress — in their own branded view — so they never have to interrupt you to find out.

Real-time visibility, client-friendly

The tracker gives the client a clean, jargon-free view of their deliverables and their status:

  • Shipped vs in-progress — a clear list of what’s done and what’s underway right now
  • Live status — updated automatically as work moves through your /features/project-management pipeline
  • Plain language — clients see “Landing page — shipped,” not internal task IDs
  • Timestamps — when each deliverable shipped, building a visible track record of output
  • Lives in the portal — surfaced inside the /features/client-portal on your brand

Keeping a client in the loop

Before

The client emails asking for a status update, you context-switch to assemble an answer, and the same question returns next week.

After

The client opens their portal and sees exactly what's shipped and what's in progress, updated in real time.

Why transparency wins retention

The agencies that keep clients longest aren’t always the ones doing the best work — they’re the ones whose clients can see the work. Visibility builds trust, and trust survives the occasional slow month. When a client can watch deliverables stack up over the quarter, your value is self-evident at renewal. You don’t have to remind them what you did; the track record is right there.

The flip side matters too. Silence breeds suspicion. A client who hasn’t seen tangible output in three weeks assumes nothing’s happening, even if you’ve been heads-down delivering. The tracker turns invisible progress into visible progress, which is the version that actually counts to a client.

Updates itself — no extra admin

Crucially, the tracker isn’t another thing to update. It reads from your project pipeline, so when your team marks a task or stage complete, the client’s view updates on its own. There’s no separate “client-facing status” you have to maintain in parallel — the act of doing the work is the act of reporting it.

What you can customize

  • Which deliverables are visible to the client
  • The labels and language clients see
  • How statuses map to your internal pipeline stages
  • Whether clients get notified when something ships
  • Per-client or per-tier visibility settings

Questions, answered

Do I have to update the tracker separately?

No. It reads from your project pipeline, so marking work complete internally updates the client's view automatically. No double entry.

Will clients see internal task details?

No. Clients see a clean, plain-language list of deliverables and statuses. Internal task IDs, owners, and notes stay private.

Can clients get notified when something ships?

Yes. You can enable a branded notification so clients hear about completed deliverables, or leave it as a pull-only view in the portal.

Does this work for any service type?

Yes. Whether you deliver content, ads, funnels, or SEO, you control which deliverables appear and how they're labeled for the client.

How quickly is it running?

It installs with the snapshot and is live in your account within 24 hours, backed by a 30-day guarantee.

Bottom line

The “where are we?” email is a sign your client can’t see your value in real time. The Deliverables Tracker fixes that at the root — transparent, branded, self-updating proof of work that quiets your inbox and wins renewals. See it inside the /features/client-portal, or book a live demo.

Kill the 'where are we?' email for good

The Deliverables Tracker ships inside one $997 snapshot, live in your GoHighLevel account within 24 hours. 30-day guarantee, no monthly fee from us.

Get the Snapshot — $997
How it fires in your agency

From trigger to outcome — in seconds

Every feature in the snapshot follows the same predictable flow once installed — no tinkering, no manual steps.

1
Trigger fires

A new lead, signed retainer, form, or scheduled date kicks off the workflow automatically.

2
AI handles it

Voice or text AI gathers context, qualifies, and routes — tuned for a marketing agency.

3
Action taken

Onboarding, reminder, follow-up, report, or review request — whatever the workflow is set to do.

4
Confirmed

SMS + email confirmation to the client, an internal alert to your team, and the record updated.

5
Tracked

Full history flows into GoHighLevel — searchable, filterable, and reportable.

Want this — and the other 10 automations?

Install the complete DM Snapshot in 24 hours — one-time $997, free A2P 10DLC, 10 dedicated configuration hours, lifetime updates, no recurring fees.

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