“We're still waiting on their content.”
The build was quoted in four weeks and has been parked for two months waiting on copy and photos.
Website & ecommerce agencies
Client portal and project software for web design agencies.
Websites stall on the client, not on the designer. AgencyGenie requests the logos, copy, product data and logins before design starts, shows who is holding things up, and bills at every milestone.
From $99/month · Your clients pay into your own Stripe account
Sound familiar?
Where the money leaks on this kind of work.
“They wanted a fifth round of revisions.”
Two rounds were quoted. Nobody wrote that down where the client could see it.
“The launch payment came three months late.”
There was no milestone tied to design approval, so the whole fee waited for launch.
What changes
What AgencyGenie puts on the record.
Content collected before design starts
Logos, copy, product data and access are requested as inputs, tracked, and the timeline waits on them visibly.
Milestone payments
Deposit on signature, a payment at design approval and the balance at launch, all by card into your own Stripe account.
Revisions with a number on them
Rounds and turnaround are set per deliverable on the proposal, so a fifth round is a change order.
Clean handoff
Credentials and source files are delivered through the portal and logged.
Day one
Your starter catalog, ready to edit.
Your agency type decides which starter catalog loads when your account is created. Every deliverable carries its unit, its internal cost, the inputs you need from the client and the files you hand back, so proposals are priced from what the work really costs.
Usual setup
BasicProject ManagementSales Management
- Edit the costs and units to match your rates
- Build proposals from the catalog, with margin visible before you send
- Bundle deliverables into packages that sell at one price
Starter catalog · sample deliverablesUnit
- Landing page design & buildper page
- Ecommerce store setupper store
- Product uploadper 25 products
- Copywritingper page
- Care planper month
Proof
Every approval and payment, kept as evidence.
If a client disputes a card payment, the record is already assembled: the signed scope, the payment, the files they sent, what you delivered and each approval, with dates and versions. See how chargeback protection works →
Sign-off trail · example projectExample
- Proposal v3 sentFrom Scope Studio, by email and portal
- Proposal v3 approved and signedClient contact, signed in to portal
- Deposit paid, $2,400.00Card via your Stripe account
- Inputs received from clientUploaded in the portal, unlocks the work
- Stage 1 acceptedPhase acceptance recorded
FAQ
Questions about this setup.
How does AgencyGenie stop projects stalling on the client?
Each deliverable lists the inputs it needs. Those are requested from the client, tracked as outstanding, and the task waits until they arrive, so the record shows who the delay belongs to.
Can I take milestone payments for a website build?
Yes. Milestones are set on the scope of work and charged by card through your own Stripe account, typically a deposit, a payment at design approval and the balance at launch.
Does the client portal carry my agency's branding?
Yes. The client portal is branded with your agency's logo, and every proposal, approval request and deliverable also reaches the client by email.
Other kinds of agency: Book writing & publishingSocial media marketingSoftware houses
See it loaded for your agency.
Book a 30-minute walkthrough. We load this starter catalog, build a real proposal with you, and show you exactly what your client sees when it lands.
