← 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
- Account — Account Updates, Client Chat, Kickoffs & Reviews
- Work — Client Workspace, Deliverables, Requests & Approvals
- Library — Playbooks
2 welcome posts · 2 pinned
- How to raise a request in Requests & ApprovalsPinned
- Welcome to your {{site.name}} portal in Account UpdatesPinned
14 features enabled
template.feature.approval_requiredtemplate.feature.automation_rulestemplate.feature.blogstemplate.feature.chatroomstemplate.feature.content_approvaltemplate.feature.discussion_boardstemplate.feature.email_marketingtemplate.feature.eventstemplate.feature.invite_onlytemplate.feature.likestemplate.feature.mediatemplate.feature.member_profilestemplate.feature.mentionstemplate.feature.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.