Agency retainer client portal
A client portal for a full-service agency retainer, with delivery status, blockers, results, onboarding and files in one place.
- Industry
- Agencies
- Team
- Client services, Marketing
- Use case
- Client portals, Project management, Client onboarding
- Tags
- Client delivery Approval workflow
- Includes
- 5 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Weekly delivery status
Page · Embedded on site route /work/status · Requires sign-in
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Blocker and escalation review
Page · Embedded on site route /work/blockers · Requires sign-in
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Quarterly business review
Page · Embedded on site route /results/quarterly-review · Requires sign-in
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Onboarding hub
Page · Embedded on site route /onboarding · Requires sign-in
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Kickoff agenda and working agreement
Page · Embedded on site route /onboarding/kickoff · Requires sign-in
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Dashboards
App · Client routes: /, /files, /onboarding, /onboarding/kickoff, /results, /results/quarterly-review, /team, /work, /work/blockers, /work/status · Requires sign-in
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Tasks
App · Client routes: /work
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Project Chat
App · Client routes: /work
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Forms
App · Client routes: /files
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File Request
App · Client routes: /files
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Files
App · Client routes: /files
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Onboarding
App · Client routes: /onboarding
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for full-service agencies managing retainer delivery. A welcome band and app tiles lead to work in progress, delivery status, blockers, monthly and quarterly results, onboarding, files and requests, and help. The agency keeps a separate team workspace for administration.
- Home with welcome band, key dates and app tiles
- Work area with tasks, roadmap chart and project chat
- Shared status, review and kickoff documents open inside the portal
- Results pages with live chart blocks
- Onboarding checklist and kickoff page
- Client requests and shared files in one area
- Agency-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the portal
Open the live demo and move from the home tiles into Work, Results and Onboarding.
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Choose your sections
Decide which retainer updates, results and requests your clients should find in one place.
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Plan client access
Choose which pages require sign-in in your own Site. The linked portal opens the client-facing pages publicly; the team workspace still requires sign-in.
Frequently asked questions
What does Agency retainer client portal help me do?
A client portal for a full-service agency retainer, with delivery status, blockers, results, onboarding and files in one place.
What is included in this template?
It includes Home with welcome band, key dates and app tiles, Work area with tasks, roadmap chart and project chat, Shared status, review and kickoff documents open inside the portal and Results pages with live chart blocks.
Who is this template designed for?
It is designed for Client services and Marketing teams working in Agencies.
What should I review before using this template?
Open the live demo and move from the home tiles into Work, Results and Onboarding. Decide which retainer updates, results and requests your clients should find in one place.
Who can see the team workspace?
Only the agency team. It sits behind sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.