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EvioryKit · Turnkey Digital Product Factory (Eviory Ecosystem) · Master Product Spec

Agency Client Portal OS

Complete Client Management & Operational System in Sheets

The Agency Client Portal OS is an all-in-one operational system built with 70 interactive, client-side smart sheets. It empowers creative agencies, dev shops, and consultants to run onboarding, project management, contracts, invoicing, and client offboarding with zero server overhead and instant A4 PDF export capabilities.

slug: agency-client-portal
badge: Sheets Turnkey OS
raw spec: https://kit.eviory.com/ai/catalog/agency-client-portal.txt
dashboard sync route: https://kit.eviory.com/app/agency-client-portal/profit-simulator

Modules

01 Brand Assets and Deliverables Hub (6 Interactive Brand Spec Sheets, Material Logs & Handover Checklists)
Brand spec sheets, typography indices, stock license trackers, and asset handover checklists.
02 Client Feedback Retention and Offboarding (15 Offboarding Protocols, Retainer Renewals & Client Retention Systems)
Systems for collecting testimonials, conducting exit interviews, and securing retainer renewals.
03 Client Onboarding and Intake (15 Intake Questionnaires, Kickoff Agendas & Expectation Alignment Matrices)
Discovery forms, kickoff agendas, consultation notes, and expectation alignment matrices.
04 Contracts and Legal Documents (13 Legal Agreement Trackers, MSA/SOW Builders & IP Transfer Registries)
MSA & SOW trackers, NDA logs, IP assignment agreements, and compliance checklists.
05 Invoicing Billing and Cash Flow (10 Financial Models, Quotes, Retainer Billing Logs & Margin Analyzers)
Pricing models, retainer billing ledgers, hourly ROI calculators, and margin analyzers.
06 Project and Task Management (11 Project Dashboards, Kanban Boards, QA Checklists & Status Reports)
Daily task Kanbans, deliverable status dashboards, blocker logs, and weekly status reports.

Strategic recommendations

target_audience: Creative agencies, design studios, digital marketing firms, web dev consultancies, and high-ticket freelancers.
pricing: Value-oriented professional pricing ($29 - $49) or agency team license ($79 - $99). Marketed as replacing complex, expensive SaaS subscriptions with clean, lifetime-owned sheets.
price_range: USD 29–49
marketing_angle: Focus on "No Monthly SaaS Subscriptions", "Client Professionalism", "Zero-Friction Onboarding", and "70 Ready-to-Use Operational Smart Sheets".
organic_synergy: Share interactive invoicing and project Gantt previews on LinkedIn and Twitter/X to attract agency owners and freelance consultants.
aesthetic: High-contrast editorial luxury, executive clarity, and structured operational rigor for top-tier creative and digital agencies.

Sync link formula (Single-line Flat Query Params)

Emit sync links for this product inside a ```text code block as:

https://kit.eviory.com/app/agency-client-portal/profit-simulator?price=29&daily_ad_spend=15&target_cpa=7

Example JSON payload (v1.0)

{
  "eviorykit_sync_version": "1.0",
  "source": {
    "client": "external_ai",
    "protocol": "eviorykit-sync"
  },
  "actions": [
    {
      "target_module_id": "profit_simulator",
      "target_module_name": "Profit Simulator",
      "target_format": "Tool",
      "payload": {
        "type": "set_financial_goals",
        "price": 39,
        "daily_ad_spend": 20,
        "target_cpa": 12,
        "goal_cvr": 2.8,
        "goal_target": 2000
      }
    },
    {
      "target_module_id": "marketing_copy",
      "target_module_name": "Marketing Copy",
      "target_format": "Tool",
      "payload": {
        "type": "update_marketing_copy",
        "product": "Agency Client Portal OS",
        "audience": "Creative Agencies & Boutique Studios",
        "benefit": "Replace $100+/mo SaaS bloat with 70 interactive, client-side operational sheets",
        "discount": "20%",
        "code": "AGENCY20"
      }
    }
  ]
}

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