Client Onboarding and Intake
Structured onboarding sheets for master intake, kickoff agendas, consultation notes, expectation alignment, stakeholder directories, and KPI definitions.
Deliverables Included
Print-Kit Sheets
15 Sheets ready to be customized and deployed for your brand or clients.
Delivery Bridges
One ready-to-deliver PDF bridge per module, formatted for your end-buyers.
Standalone App
100% serverless HTML file. Private, works offline anywhere with full interactive tools.
License Deed
Commercial Master Resale Rights deed and setup instructions for fulfillment.
Other Modules in Agency Client Portal OS
Brand Assets and Deliverables Hub
Centralized repository and index for color palettes, typography, print-ready files, stock licenses, style guides, and client handover checklists.
Client Feedback Retention and Offboarding
Workflows for deliverable acceptance, post-mortems, case study requests, 30-60-90 day check-ins, retainer renewals, and graceful offboarding.
Contracts and Legal Documents
Essential legal sheets for Master Service Agreements, Statements of Work, NDAs, IP transfer logs, contractor agreements, and contract renewal registries.
Invoicing Billing and Cash Flow
Agency financial tools: client estimate and quote builders, retainer billing, profit margin analyzer, overdue payment tracking, and subcontractor invoice logs.
Project and Task Management
Day-to-day project operations: daily Kanban boards, deliverable dashboards, dependency logs, revision logs, QA checklists, and weekly status generators.
Quick Setup Once Unlocked
Launch App
Launch the dashboard above or open the standalone HTML file.
Customize
Review and customize the contents to fit your brand or client needs.
Export PDF
Generate your custom branded PDF deliverable for clients.