AIOMP Hub
- LOCATION
- Abbotsford, BC
- DURATION
- 2026
- CAMPAIGN
- Our own client operations portal: workspaces, requests, tasks, files and approvals in one place.

Built by All In One Marketing Pro to run delivery for our own clients.
AIOMP Hub is the client operations portal we built to run delivery for our own clients. Before it, client files, logos and access details were scattered across email threads and drives. Requests came in by text, call and email, and some slipped through the cracks. It was not always clear who owned a task, approvals waited with no single path, and checking on status meant endless manual follow-up messages. We wanted one place where every workspace, request, task, file and approval could be seen by the people responsible for it, and nothing depended on someone remembering a phone call.
Clients of a marketing agency, or any professional services firm, judge the relationship on more than results. They notice how quickly a request is picked up, whether they know who is handling it and whether they can see progress without asking. In a field that runs on referrals and long relationships, a clear delivery process becomes part of the marketing itself. Reporting matters too: clients want campaign data gathered in one place and explained in plain terms.
The problem
- Client files, logos and access details were scattered across email threads and drives
- Requests arrived by text, call and email and slipped through the cracks
- Task ownership was unclear, and approvals waited with no single path
- Status checks meant endless manual follow-up messages
What we built
- A dedicated workspace per client with tasks, files, messages and progress
- Structured client requests that convert straight into owned tasks
- Checklists and work-plan templates that turn services into trackable plans
- Review queue: managers review, clients sign off, work ships
- Role-based access: clients see only client-visible items
- Automatic email notifications at each step
The platform today
- Every client request now has an owner, a due date and a visible status
- Clients see approved progress and reports without chasing us
How we approached it.
- 01
Discover
We audit your website, search presence, ads and competitors to find what is and isn’t working.
- 02
Plan
A clear strategy: which channels, what budget, and the targets we will report against.
- 03
Create & launch
Design, build, content and campaigns produced in-house by one connected team.
- 04
Measure & grow
Ongoing reporting and optimization, so spend moves to what brings in customers.
Challenges we see
in Professional services & real estate
- 01
Long sales cycles
HOW WE FIX ITEmail nurture and remarketing that keep you in front of prospects. - 02
Hard to stand out in a referral market
HOW WE FIX ITCase studies, reviews and expert content that build trust. - 03
The website doesn’t reflect your expertise
HOW WE FIX ITA professional site with clear services and proof of results. - 04
Leads are poorly qualified
HOW WE FIX ITTargeted LinkedIn and search campaigns with qualifying forms.
What we used.
Because our delivery was spread across too many places. Client files, logos and access details sat in email threads and drives, requests arrived by text, call and email, task ownership was unclear and approvals had no single path. Status checks meant manual follow-up messages. AIOMP Hub brings workspaces, requests, tasks, files and approvals together.
Each client gets a dedicated workspace with tasks, files, messages and progress. Requests are structured, so they turn straight into tasks with an owner. Checklists and work-plan templates turn each service into a plan we can track. A review queue lets managers review, clients sign off and work ship. Role-based access means clients see only client-visible items, and email notifications go out automatically at each step.
The hub runs on 6 workflow steps, from request to delivered result, and offers 4 role views: team, managers, clients and client teams. Every client request now has an owner, a due date and a visible status, and clients see approved progress and reports without chasing us. It is built around GA4, Search Console, Google Ads, Meta Ads, Facebook and Google Business Profile.
The same pattern suits any business that handles requests, files and sign-offs for many clients, such as consultancies or service firms with project work. What goes into it should come from your own workflow, not from ours. We build client portals through our web portal development service, and we would begin by mapping how requests move through your team today.
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