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Client Hub

Store discovery notes, requirements, meeting summaries, proposal context, research, and client-specific information linked to existing freelance projects.

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Client Hub Summary

Client Profiles

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Linked discovery records

Discovery Notes

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Records with discovery info

Open Questions

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Client follow-up items

Client Hub Dashboard

Client Directory

Client Discovery Records

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Discovery Summary

Client Context

Business Goals
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Website Problems
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Required Pages
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Content Needed
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Visual Direction
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Proposal Notes
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