Implementation BlueprintExecution layer

Project Echo White-Label Client Portal Rollout (5-7 days)

Stand up a branded Project Echo feedback portal, Kanban roadmap, and public changelog for a SaaS client, then hand over a self-managed loop the client's team can run without agency involvement. Time: 5-7 days.

By InnovaAI ResearchPublished

Roadmaps Ops Planning

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Blueprint

Project Echo White-Label Client Portal Rollout (5-7 days)

Stand up a branded Project Echo feedback portal, Kanban roadmap, and public changelog for a SaaS client, then hand over a self-managed loop the client's team can run without agency involvement.

Prerequisites
  • Client has a live product with at least one release cadence and an owner for incoming feature requests
  • Agency holds a Project Echo Pro workspace at $29/mo for the client, since custom domain and branding removal are Pro-only
  • Client supplies logo, brand colors, and a subdomain they control (for example feedback.clientdomain.com)
  • Linear workspace and Slack channel identified for the two integrations the pilot will use
  • Named client-side admin who will own board categories and changelog publishing after handover
Execution Timeline
  • 1.Create the client workspace on the free plan and walk the client admin through the public feedback portal, Kanban roadmap, and changelog so they see the full loop before any spend
  • 2.Map the client's product areas to feedback board categories and agree which request types belong in the public portal versus internal triage
  • 1.Upgrade the workspace to Pro at $29/mo and attach the client subdomain as the custom domain
  • 2.Apply client logo and brand colors, and confirm Project Echo branding is removed from the portal and changelog
  • 1.Connect Linear so prioritized roadmap items sync to the client's delivery board
  • 2.Connect Slack so new feedback and status changes post into the client's product channel
  • 1.Seed the portal with 15 to 25 real requests pulled from the client's existing support and sales threads, then set vote thresholds that trigger roadmap review
  • 2.Build the first Kanban roadmap columns (for example Under Review, Planned, In Progress, Shipped) and place the seeded items
  • 1.Publish the first changelog entry announcing a recently shipped feature and link it from the client's in-app release notes
  • 2.Configure custom user properties so the client can segment voters by plan tier or account size
  • 1.Connect the client's payment platform (Stripe, Lemon Squeezy, Paddle, Chargebee, Recurly, or FastSpring) to enable MRR attribution on feedback
  • 2.Review MRR attribution output with the client and agree which revenue-weighted requests move up the roadmap
  • 1.Write the portal workflow doc covering submission triage, roadmap moves, and changelog publishing, then run a live handover session with the client admin
  • 2.Set the agency's monthly check-in cadence and confirm what stays in the retainer versus what the client now self-manages
$29/mo per client workspace on Project Echo Pro, plus 6h setup and 2h/mo agency time; packaged at $299/mo to the client5-7 days
ROI Logic

The only hard tool cost is the $29/mo Pro workspace, which buys the custom domain and branding removal that make the portal resellable under the client's name. At a $299/mo retainer, the tool consumes under 10% of revenue, and the 6h setup plus 2h/mo maintenance leaves the bulk of the fee as agency margin. Margin compresses if the agency runs this for sub-$299 retainers, since each client needs its own Pro workspace.

Deliverables
  • Branded Project Echo feedback portal on the client's custom domain with Project Echo branding removed
  • Kanban roadmap with agreed columns and the first batch of prioritized requests
  • Live public changelog with at least one published feature announcement
  • Linear and Slack integrations passing feedback and status changes into the client's existing tools
  • Portal workflow doc and recorded handover session for the client admin
Definition of Done

The client admin can independently triage a new request, move it across the Kanban roadmap, and publish a changelog entry without agency help.

Project Echo decision recordBrowse the Academy

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