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Client Services workflow
Website service reporting and client access
DigitalOcean hosting, billing and server status, website email activity, and Dropbox backup activity inform account-specific checks. Routine reports and service alerts give the client and Adam a shared view for support follow-up. A separate client request and access process supports access to important account information maintained through 1Password.
From service activity to clear next steps
Service reporting
DigitalOcean
Hosting, billing
and server status
Email service
Website email availability
and sending usage
Dropbox
Offsite backups
and file sync activity
Account-specific checks
Relevant services
for each account
Readable status summaries
Notices and client notes
Routine reports
Relevant statuses,
updates and client notes.
Service alerts
Email activity that
needs attention.
Client + Adam
Shared visibility
and support follow-up.
Client access
A separate path to important account information.
Client request
A dedicated client entry
for account information.
Access process
Handles the client's request
without routine password sharing.
1Password
Important account information
for the client's website services.