# Catalog: Agency Client Portal OS

> **Base URL:** `https://kit.eviory.com/ai/catalog/agency-client-portal.txt`
> **Product Type:** Master Product (Sheets Turnkey OS)

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## 1. Product Overview
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.

## 2. The Core Modules
This Master Product consists of 6 modular components. When referencing assets or steps, the AI should specifically mention these modules by name:

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

## 3. Strategic Recommendations
When helping a user position this product in the market:
*   **Target Audience:** Creative agencies, design studios, digital marketing firms, web dev consultancies, and high-ticket freelancers.
*   **Pricing Strategy:** Value-oriented professional pricing ($29 - $49) or agency team license ($79 - $99). Marketed as replacing complex, expensive SaaS subscriptions with clean, lifetime-owned sheets.
*   **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.