← TemplatesProfessional
Agency Client Portal
A private portal for agencies and consultancies — a hidden space per client, deliverables, a request and approval board, a client chat, and a playbook library. Invite-only.
What you'll get
The starting structure that lands when you launch
7 spaces in 3 categories
- AccountAccount UpdatesClient ChatKickoffs & Reviews
- WorkClient WorkspaceDeliverablesImage requiredRequests & Approvals
- LibraryPlaybooks
2 welcome posts · 2 pinned
- Welcome to your portal in Account UpdatesPinned
- How to raise a request in Requests & ApprovalsPinned
14 features enabled
Member approvalAutomation rulesBlogChatContent approvalDiscussion boardsEmail marketingEventsInvite-only accessReactions & likesMedia galleryMember discoveryMentionsDirect messaging
Member onboarding
- · Welcome message for new members
- · 3 onboarding steps
- · Community rules
More Professional starting points
Professional
Alumni Network
For alumni associations — a members feed, a searchable directory, a mentoring space, a job board, and events. Invite-only, built for lasting connections.
ProfessionalStartup & Founders Network
For accelerators, founder circles, and startup programs — a private founders lounge, pitch feedback, office hours, an investor and resource library, and a wins board.
ProfessionalFreelancer & Agency Network
For freelancers and agency owners — a client-acquisition course, a leads and referrals board, pricing and contract teardowns, a co-working chat, and a template library.