Client Progress Notification Engine
Milestone-driven status cards and updates that keep clients informed throughout project delivery without manual status emails.
Workflow Overview
Reduce 'what is the status of my project?' client emails by up to 80% with automated, milestone-driven notifications. Connected directly to your project management software (ClickUp, Asana, Monday.com, or Trello), this system dispatches beautifully formatted status updates via email or WhatsApp as each project milestone is completed, highlighting deliverables, next steps, and client action items.
What's Included & Deliverables
Who This Service Suits
- Agencies & Consultancies: Deliver a premium client experience with proactive progress updates throughout multi-week sprints.
- Conveyancers & Solicitors: Keep buyers and clients calm and informed during transaction milestones without phone tag.
- Architects & Construction Firms: Manage multi-stage approvals, sign-offs, and site updates systematically.
What's Included & Deliverables
- Project Board Webhook Listeners tracking task completions, approvals, and milestone achievements.
- Branded Status Card Templates formatted for mobile reading across email and WhatsApp.
- Client Action Item Callout making it impossible for clients to miss required approvals, asset uploads, or feedback.
- Internal Dispatch Log providing project managers with full visibility into delivered and acknowledged updates.
Operational Guardrails & Boundaries
- Strict Tenant Segregation: Rigorous access controls ensure clients only ever receive updates for their specific project.
- Optional Manager Approval Gate: Gives account leads the ability to preview and approve milestone cards before automated dispatch.
- Retry & Error Handling: If an external messaging service has a timeout, updates are safely queued with automatic retries.
Operational Realities & Solutions
Project managers spending hours every week typing repetitive status update emails.
Projects stalling because clients didn't realize an approval was waiting on them.
Three-Stage Delivery Roadmap
Stage 1: Milestone Architecture & Cadence
We map your project delivery phases, determine which milestone completions trigger client updates, and outline required client actions.
Stage 2: Template Design & Webhook Wiring
We design on-brand status card templates, connect board webhooks to the notification engine, and test simulated project progressions.
Stage 3: Client Pilot & Rollout
We test the notification engine on an active project, collect client feedback, calibrate dispatch timing, and deploy across all accounts.
Pricing Approach & Running Costs
Fixed-milestone scoping with transparent, at-cost infrastructure
Project Investment Model
Fixed-scope milestone build connecting your project management software triggers to branded, customer-facing notification templates.
Direct Running Costs (At-Cost)
Direct pass-through messaging costs (Twilio SMS or WhatsApp API rates) with zero platform subscription markups.
Post-Launch Care & Support
Includes 30 days of trigger validation and customer delivery tracking. Retainers available for new milestone templates or workflow additions.
Key Drivers That Shape Your Quote
WORKFLOW SCOPING
Fixed-milestone scoping with transparent, at-cost infrastructure
Connected Integrations
Table of Contents
- • Workflow Overview
- • What's Included & Deliverables
- • Operational Realities & Solutions
- • Three-Stage Delivery Roadmap
- • Pricing Approach & Running Costs
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