If you run an agency, you need a client portal.
Why? Glad you asked.
Let me explain π
Why? Glad you asked.
Let me explain π
A portal gives your clients a few things:
β One-stop shop for all resources
π 24/7 access to live reporting
π€ Simplified onboarding experience
π° Stripe billing & invoice mgmt
BONUS: you can build pretty much anything else you can imagine on top of this template
β One-stop shop for all resources
π 24/7 access to live reporting
π€ Simplified onboarding experience
π° Stripe billing & invoice mgmt
BONUS: you can build pretty much anything else you can imagine on top of this template
I've built multiple custom portals over the last year.
In doing so, I've created a template that can quickly implemented for any agency.
Here's what it looks like π
In doing so, I've created a template that can quickly implemented for any agency.
Here's what it looks like π
The tools used are interchangeable, but for this example I used:
Bubble -> build & host the portal
Airtable -> store profile data for easy access
Close.com -> CRM & Email marketing
Calendly -> Scheduling calls
Zapier -> Connecting it all together
Bubble -> build & host the portal
Airtable -> store profile data for easy access
Close.com -> CRM & Email marketing
Calendly -> Scheduling calls
Zapier -> Connecting it all together
New Client Invitations:
Once a lead's kickoff call is scheduled, a zap waits until the end of the meeting and sends an invite to the portal.
People can only sign up if they've been invited.
We use Airtable to store invites & client profile data
Once a lead's kickoff call is scheduled, a zap waits until the end of the meeting and sends an invite to the portal.
People can only sign up if they've been invited.
We use Airtable to store invites & client profile data
Onboarding:
You probably have a list of questions and to-dos for new clients before their account is setup.
The portal makes this easy:
πdefine your onboarding / setup process
πclients check items off one-by-one
πcan't get access to the portal until onboarding is complete
You probably have a list of questions and to-dos for new clients before their account is setup.
The portal makes this easy:
πdefine your onboarding / setup process
πclients check items off one-by-one
πcan't get access to the portal until onboarding is complete
The onboarding to-do list is dynamic and easy to change.
Simply add a step to your Airtable base and it will show up in the portal.
Once your client has completed all the steps, they'll get access to the portal
Simply add a step to your Airtable base and it will show up in the portal.
Once your client has completed all the steps, they'll get access to the portal
Here's where the magic happens π°
Using Zap, Integromat and the Bubble API's, we pull data from any of your apps and make it available in the portal.
Here, were displaying:
βοΈ Email marketing metrics from Close.com
βοΈ Calls scheduled from Calendly
Using Zap, Integromat and the Bubble API's, we pull data from any of your apps and make it available in the portal.
Here, were displaying:
βοΈ Email marketing metrics from Close.com
βοΈ Calls scheduled from Calendly
Note: all this is fake data to demonstrate the functionality but,
by configuring data automations correctly, we ensure that your client's can only see data that's applicable / owned by them.
Don't want to be sharing client's data w/ others!
by configuring data automations correctly, we ensure that your client's can only see data that's applicable / owned by them.
Don't want to be sharing client's data w/ others!
A few more things that make the portal even more valuable to you and your clients:
Billing portal to update payment info / see invoice history
Quick access to important links (like Google Drive)
Billing portal to update payment info / see invoice history
Quick access to important links (like Google Drive)
There's so much more that's possible with this portal foundation, just don't have time to explain it all here.
What would make it more valuable to your agency?
Let me know so I can continue to make it better.
What would make it more valuable to your agency?
Let me know so I can continue to make it better.
If you want to get your own portal for your agency, send me a DM!
I want to help other agencies take advantage of it.
I can build it in a matter of days, not weeks or months. I'll even support it and make updates to it as you grow and your requirements evolve.
I want to help other agencies take advantage of it.
I can build it in a matter of days, not weeks or months. I'll even support it and make updates to it as you grow and your requirements evolve.
β’ β’ β’
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