Inside my.reformer.la: what you can do in our conversational client portal

You can run your marketing in one place: ask “What changed last week?”, approve copy and designs, request new pages/ads, check KPIs, and see pipeline updates—all inside my.reformer.la.

What you can do (day to day)

  • Get answers on demand: “Which campaigns created SQLs last month?” “What’s live this week?”
  • Approve deliverables: Pages, ads, headlines, and assets with a clear audit trail
  • Request work: “Spin up a service page for [city],” “Test an offer for [product]”
  • See KPIs: Traffic, leads, pipeline, and experiment status—no black-box reports
  • Share assets and context: Upload files, paste notes, and mention teammates

How it fits our operating cadence

  • Weekly: Highlights, anomalies, next best moves—posted and discussable in portal
  • Monthly: Deeper performance review, roadmap updates, and scope shifts for next sprint
  • Quarterly: Channel mix, CAC/LTV trends, and bigger bets documented for alignment

Access, roles, and security (plain English)

  • Roles: We set role-based access so owners, marketers, and sales see what they need
  • Records: Approvals and changes are logged for accountability
  • Data: We connect to your analytics/CRM; sensitive data access follows least privilege
  • Note: Exact permissions and integrations vary by client; we’ll configure during onboarding

Getting started

  1. We provision your workspace and users
  2. Connect analytics, ad accounts, and CRM
  3. Review your 30/60/90 plan together
  4. Start asking questions and approving work in the portal

FAQs

  • Does this replace email and meetings?
    We cut most of the back-and-forth. You still get a dedicated strategist and scheduled reviews.
  • Can my whole team use it?
    Yes—add roles for owners, marketing, sales, and ops as needed.
  • Is there a mobile app?
    The portal is mobile-friendly in your browser; native apps may be added over time.
  • What if I prefer spreadsheets?
    We’ll still share exports, but the live source of truth is in the portal.

Sources

Summary

Our portal lets you ask questions in plain English, approve work, see KPIs, request pages or ads, and track pipeline—without chasing emails or slides.

Author

Peter Mertz

Date Published

March 15, 2026
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