Your own client portal · automations · AI inside
Your clients get a portal.Your team gets its hours back.
Onboarding, status updates, approvals and reporting, handled inside a portal that carries your agency's name. Build it yourself with the kit, or have us build it for you.
Your brand, your accounts, your domain. No new tools for your clients or your team.
Your journey
- Agreement
- Intake
- Your Deliverables
- Kickoff Call
- The Build
- Handoff
Your deliverables, live
updates itself
- Monthly performance reportDelivered
- Campaign creative batchIn progress
- New client onboardingReady for review
- Landing page rebuildIn progress
Client asked: where is my creative batch?
The hands-on work
What it takes off your team
By hand today
Onboarding by email, then two weeks chasing access and answers.
Inside the portal
They walk a numbered journey. The portal collects it all and writes your internal brief.
By hand today
A Monday inbox full of where are we with this.
Inside the portal
A board in their login that moves as the work moves.
By hand today
Approvals scattered across email threads, with no record of who said yes.
Inside the portal
One screen, one decision, timestamped and stored.
Three ways
Same portal. What changes is who builds it.
Built For You
We build it
Tell us how you deliver today. We build your portal, train your team, and hand it over.
You want it done, and you want it done this month.
Quoted on the call
Build-Along
We guide you
You build it for your clients. We review every stage and meet weekly until it is live.
You want to own the build, with someone who has done it before.
Quoted on the call
Portal Kit
You build it
The kit, the twelve lessons, and the prompts. You build your own portal and keep everything.
You would rather learn it and own it outright.
$397 once
See what is in itPortal Kit
Everything that lands when you buy
One payment, no subscription, nothing drip-fed. You get the whole thing the moment you pay, and what you build with it is yours: your brand, your domain, your clients, for as many of them as you like.
The kit itself
The full codebase this portal runs on. Yours to keep, change, and use for every client you ever take on.
Twelve lessons on video
Start to live, in order. Each one ends with something working on your screen, not a quiz.
The prompt library
A written prompt per lesson. Paste it into Claude Code and it builds while you read what changed.
The documents
Service agreement, confidentiality terms, SOP templates, and the runbook, written to be adapted rather than copied blind.
Fourteen days of support
Ask a person, not just the assistant, for your first two weeks. Async, answered inside one business day.
And when you are done
A portal on your own domain with your first client inside it. That is the finish line of lesson twelve.
What you will have built
Six things, in the order the lessons build them.
A client journey
Agreement, intake, access, kickoff, the work, handoff. In order, and gated.
A deliverables board
Your clients watch it. A webhook moves it, not a person.
An intake that writes the brief
Your team reads a summary before the first call, never a raw form.
An AI assistant
Grounded in your services, your stages, and each client's live state.
Agreements signed in the portal
Plain English first, full terms behind, a signature record you can prove.
The admin side
Who is stuck, what is overdue, what needs you today. Sorted so the top is first.
What you need before you start
- 01A computer you can install things on, and a couple of hours per lesson.
- 02A Claude subscription for Claude Code, which does the building.
- 03Willingness to use a terminal. You will not write code, but this is not a no-code tool.
- 04Somewhere to host it at the end. The deploy lesson walks you through it.
If that last one sounds like a problem, take Build-Along or Built For You instead. You will be happier.
Portal Kit · $397 once
Everything above, plus fourteen days of support. You keep it all.
Not sure which one?
Tell us where the hours go
We will say which of the three actually fits. Two minutes, and the reply is from a person.