Enrollment is the source of truth
Client details, deal price, city, and package selection are captured once—then reused by admin, portal, and renewals.
Approach
Operations first. Marketing second.
The public site sells the work. The admin and portal keep the work accountable—subscriptions, renewals, and delivery details included.
Service-specific fields
Website clients get domain and URL. Marketing clients get GMB, Instagram, content, and template flags.
Soft-delete discipline
Customer commercial data is protected. Staff can archive; they cannot casually wipe history.