Launch a client portal your agency can resell — in 5 days or less.
How to go from approvals buried in email and Slack to a resellable client portal in 5 days or less — just by using a pre-built Softr + Airtable system, without ever hiring developers or rebuilding your stack, and best of all, once your first portal is live, adding new clients is typically a ~2-hour process.
We’ll show you how agencies resell this portal in days. No devs, no stress.
Why most agencies still feel “held together by email”
- Requests land in email, Slack, DMs and forms — never in one place.
- Files live across Drive, Dropbox, Loom and local folders.
- Approvals are “yep, looks good” messages buried in long threads.
- When a client questions a change, the team has to dig through inboxes.
- No simple way to show status or an audit trail without building yet another sheet.
Turn one build into recurring revenue
Example: 12 clients at $99/mo = $1,188 MRR from a single portal.
Or 12 clients at $199/mo = $2,388 MRR if your offer supports a higher tier.
You set your own pricing – this portal just gives you the system and rollout playbook.
Go live with your first client with-in 14 days
We set up everything: approvals, roles, data flow. You just test it with one client, then roll it out to all.
Templates + pricing deck + full training
White-label portal templates, full reseller license, demo scripts, and a rollout SOP your team can follow.
Before vs After — What changes for your agency
Agency OS doesn’t replace your whole stack. It gives you one clean, repeatable way to handle approvals, files and client updates.
Before the portal
- Approvals buried in email threads and Slack DMs
- No clear audit trail when clients question changes
- Files spread across Drive, Dropbox and local folders
- AMs chasing clients for logins, sign-offs and assets
- Hard to productize retainers or upsell add-ons
After the portal
- Clients log into one portal for requests, files and sign-offs
- Every approval tied to a clear audit trail in Airtable
- Role-based access for Client, AM and Admin views
- Branded experience you can resell to every client
- Repeatable system that makes your agency look “enterprise-grade”
How it works — in 3 simple steps
We launch your first client portal within 14 days, then hand over a repeatable system your team can run.
We build and launch your first client portals — fully set up and branded — with all workflows configured.
Use our SOPs and email scripts to move one existing client onto the portal. Test the approvals, files and audit trail flow.
Use the pricing deck and templates to plug the portal into your core offer, upsell to current clients, and add it into new deals.
Who this is for
• 5–40 person agencies or studios
• 10–50 active clients on retainers or ongoing projects
• Still running approvals and file reviews through email, Slack or Sheets
• Happy to use Softr + Airtable (or willing to try them)
Not for:
• Agencies with fewer than 2 active clients (no pilot possible).
• Teams that insist on staying in Asana / ClickUp-only workflows.
If that sounds like you, the 3-minute demo will show you exactly how the portal works for a client, an account manager and an admin.
What you’ll see in the 3-minute demo
- Client dashboard with “My Reviews” and “My Open Requests”
- The request → file → approval → feedback flow in one place
- How account managers see work across multiple clients
- How clients, AMs and admins can all see the full history once a request is closed
** Capacity note: we only run up to 3 active implementations at any time. New projects join the waitlist once those slots are full.
Ready to move?