Client portal
Package portal access as a premium outcome.
A one-page playbook for agency owners and AM leads: how to sell Base's white-label client portal as something clients actually want to pay for.
- 01
Name the outcome, not the software
Sell “your client command center” — approvals, deliverables, and proof in one branded link. Nobody has ever been excited about another dashboard login.
- 02
Bundle it, don't line-item it
The portal belongs in your premium tier, not on the invoice as an add-on. Clients who see ongoing value between calls ask for fewer discounts at renewal.
- 03
Put it on your domain
insights.clientbrand.com beats a generic vendor URL every time. Custom domain is included with the client portal in Base.
- 04
Show the loop, not just the output
Content approvals, what you need from them, and progress between meetings. That's a resale-grade experience your account managers don't have to chase.
- 05
Price it against what it protects
Fold portal access into a premium retainer tier. When clients can see the work, the renewal conversation stops being about cost.
Sample talk track
“We moved your portal onto your brand's domain. You'll approve content, see exactly what we need from you, and track progress without digging through email — it's included in your premium partnership at $X/mo.”