Client Portal

One page your client opens to see every lead you've sent them, their Google rating and their profile score going up. This is what stops a retainer getting cancelled in month 3 — they can see what they're paying for without having to ask you.

Build a portal

Connect the tools you've already set up for this client. Anything you leave blank is simply left off their page.

Client's business

Your agency name

Your name sits at the top and the bottom of their page. Yours, not ours.

Their website

Colour

One line under their name — optional What you look after — comma separated

Where the numbers come from

Paste the ids from the tools you've already set up for them.

Chat install id

Twilio number

Reviews client id

Google profile score

Run the audit each month and type the new score here. The portal keeps every one and draws the climb — that chart is your renewal conversation.

Their link

Send this to the client. No password — the key is in the link, and the page is hidden from Google.

Save a portal and the link appears here.

"New link" kills the old one — use it if a client's inbox is compromised or you part ways.

Your portals

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How to use it

Send it the day you launch, before there's anything on it. The empty state tells them what's coming.
Never email a monthly report again. Link it instead — "everything's on your dashboard" takes 5 seconds.
Raise the price in front of the chart. 40 enquiries and a score up 17 points is a conversation about more, not less.
Re-run the audit on the 1st and paste the score. That's your whole monthly deliverable for the $399 line.

Why it matters

A client who cannot see the work cancels it. Every retainer dies the same way — quiet month, no visible proof, and the invoice starts looking optional. The portal is the proof, and it costs you nothing to keep running.