The Optimization Lab21%

A demo of the Portal Kit. Real lessons, a fictional student, nothing saved.

DIY · Portal Kit · Client Portal

Welcome, Demo.

This is the portal a Kit buyer works in. Two lessons done, one underway. Open any unlocked one to read it the way they would.

Overall progress6/28 steps · 21%
Continue: Your Build Environment →

Lesson 01

Done

Start Here

Accept the kit license, then put a number on the fulfillment leak you are about to fix.

Lesson 02

Done

Anatomy of a Client Portal

Journey, modules, steps, progress, gating, the admin side. A tour of this portal, which is the kit you get.

Lesson 03

1/3

Your Build Environment

The terminal, Claude Code, and the kit running on your machine. No programming, just navigation.

Lesson 04

In the kit

Brand It

Your name, your logo, your colours. Three files and one prompt.

Lesson 05

In the kit

Map Your Fulfillment

Every deliverable you hand clients, its stages, its owner, and what the client sees. This worksheet is the spec for your portal.

Lesson 06

In the kit

The Deliverables Backend

The board your clients watch, the four statuses, and the webhook that lets an automation update it. Also the lesson for people who already have a portal.

Lesson 07

In the kit

Intake That Writes the Spec

An intake your clients actually finish, and an AI brief your team reads before the kickoff.

Lesson 08

In the kit

Add Your AI

The assistant that answers client questions from your knowledge base, escalates to Slack, and drafts your reports.

Lesson 09

In the kit

Agreements & E-Sign

Plain English first, full terms behind it, and a signature record with a fingerprint you can prove.

Lesson 10

In the kit

Operations

Slack notifications, the attention queue, and the Command Center that tells you who is waiting on what.

Lesson 11

In the kit

Deploy & Onboard

Vercel, a database, your domain, and the login message that puts your first client in.

Lesson 12

In the kit

Sell the Portal-Backed Offer

One fix, one price, one outcome, one timeframe. How the portal becomes the reason clients pay you monthly.

This is what you get · $397 once

All twelve lessons open the moment you pay, plus the kit itself and fourteen days of support.

Buy the Portal Kit