Implementation BlueprintExecution layer

Client Lounge White-Label Portal Setup (3-5 days)

This blueprint guides agencies through productizing Client Lounge into a branded client portal service, covering setup, workflow configuration, and packaging for retainer-based delivery. Time: 3-5 days.

By InnovaAI ResearchPublished Updated

Client Portal

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Blueprint

Client Lounge White-Label Portal Setup (3-5 days)

This blueprint guides agencies through productizing Client Lounge into a branded client portal service, covering setup, workflow configuration, and packaging for retainer-based delivery.

Prerequisites
  • Active Client Lounge account on Professional plan or higher for full white-labeling
  • Custom domain configured for the client portal
  • Client brand assets (logo, colors, fonts) ready for portal customization
  • Access to Google Drive, HubSpot, Pipedrive, Trello, or Zapier accounts for integrations
  • Defined list of client deliverables and communication workflows to structure in the portal
Execution Timeline
  • 1.Create agency account and set up first client portal using drag-and-drop block editor
  • 2.Add client logo, colors, and branding to match agency identity
  • 3.Deploy portal to custom domain to ensure full white-labeling
  • 1.Invite pilot client and structure portal sections: proposals, invoices, deliverables, communications
  • 2.Integrate Google Drive for automated file sharing and storage
  • 3.Connect HubSpot or Pipedrive to sync client data and project updates
  • 1.Configure real-time notifications for client updates and document uploads
  • 2.Test client access and user permissions across unlimited client/user capacity
  • 3.Set up intake form templates for client onboarding and document requests
  • 1.Package portal as a service with pricing tiers (e.g., $320/mo for Starter Portal)
  • 2.Create service documentation and client training materials
  • 3.Develop internal SOP for ongoing portal management and support
  • 1.Launch pilot portal and gather client feedback
  • 2.Refine workflow based on feedback and adjust integrations
  • 3.Finalize retainer offer and prepare for client onboarding
$16-$32/month per portal (annual billing) for Professional plan, plus custom domain costs3-5 days
ROI Logic

With Professional plan at $32/month, agencies can resell portal setup and management at $320/month, yielding a gross margin of $288/month per client. Even with 2 hours of monthly maintenance, the margin remains substantial, making this a high-profit retainer service.

Deliverables
  • Branded client portal configured with custom domain and white-label
  • Integrated workflow with Google Drive, HubSpot, or Pipedrive for automated file and data sync
  • Client onboarding documentation and training guide
  • Service package pricing sheet and retainer agreement template
  • Internal SOP for portal administration and support
Definition of Done

Client Lounge portal is live on custom domain, fully branded, with integrated workflows and client access, and the service is packaged as a retainer offer ready for sale.

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