THE CLIENT OPERATING SYSTEM FOR FUNNEL & WEB BUILDERS

Every client project in one place, under your brand.

Messages, files, tasks, milestones, and reviews for every funnel and website build, inside one portal that carries your logo and domain. You stop bouncing between six tabs to run one project. Clients stop wondering what's happening.

Start your portal for $29/mo
  • Unlimited clients and projects on every plan
  • Your logo, colors, and domain on every screen (Pro)
  • Clients never pay, and you're live in minutes
01 / 07Agency Command Dashboard

Active projects, pending reviews, white-label progress, and storage at a glance.

FunnelAgentX Agency Dashboard screenshot
0%Your brand on every screen your client touches, on the Pro and Agency plans
0Clients check progress and approve work on their own, so your build hours stay yours
<0mFrom signup to your first branded client invite. No setup week, no onboarding call
The problem

You were hired to build funnels. Not to play detective across five apps.

Three clients in, the cracks show. A message sits unread in the wrong app, a file hides in last month's email, an approval you swear you got is nowhere on record. Every one of those moments costs you an hour, and your client a little bit of trust.

Before · 5+ scattered apps

Without a portal

After · 1 branded workspace

With FunnelAgentX

01 / Brand AssetsHunting files

The logo you need is in an email from March. Or Slack. Or a dead Drive link.

01 / Brand Vault Ready Day 1

Intake pulls logos, fonts, copy, and credentials into one vault on day one.

02 / Status VisibilityLate-night pings

Clients ping you at 10pm because they have no way to see progress.

02 / Live Roadmap Live 24/7

A live milestone timeline answers “where are we?” before anyone asks.

03 / CommunicationSplit threads

“Did you see my message?” asked across three different apps.

03 / Unified Inbox 1 Project Thread

Every message lands in one inbox, attached to the right project.

04 / Scope & Sign-offVerbal memory

Scope changes agreed on a call, forgotten by the next one.

04 / Structured Scope On the Record

Change requests arrive structured, so scope stays on the record.

5 scattered tools1 branded portal
~6 hrs/wk chasing filesCollected on day one
10pm status textsSelf-serve live timeline
Core platform workflows

Four pillars of a calm, branded agency — stacked in one portal

01 / 04Unified InboxEvery client conversation sorted by project & deliverableportal.yourstudio.com/inbox
Unified inbox

Never miss a client message again

Right now feedback reaches you by email, WhatsApp, Instagram DM, and a text at 9pm. Miss one and it becomes a missed deadline and an awkward apology. Here, every client thread lands in one inbox sorted by project. You clear it in one sitting each morning and get back to building.

  • Unread counts per client, so you see who is waiting
  • Threads attached to the exact project and deliverable
  • Email notifications catch you when you step away
See how the inbox works
portal.yourstudio.com/inbox
3 unread · 2 projects
Unread (3)All projects (12)
SM
Sofia Marin2m
Vela Launch FunnelLeft 2 quick notes on the hero headline...
2
MV
Marcus Vance18m
Apex SaaS RedesignUploaded the final Stripe webhook keys
1
ER
Elena Rostova2h
Luma Brand PortalApproved Milestone 2! Ready for build.
Sofia Marin · Vela CosmeticsAttached to: Vela Launch Funnel · Milestone 3
Hero v3

Just reviewed the new above-the-fold layout! The offer hierarchy is so much clearer. Can we test a slightly bolder subheadline?

hero-copy-notes.pdf · Linked to Deliverable #3
9:41 AM · via Client Portal

Got it! Just pushed v3.1 to Visual Reviews with the bolder subheadline — take a look whenever you're ready.

9:43 AM · Email copy sent to Sofia
Reply to Sofia in Vela Launch Funnel...Send
02 / 04Full White-LabelYour domain, your colors, your SMTP — zero platform brandingportal.northwindstudio.com
Full white-label

Clients see your brand, and only your brand

A shared Drive folder tells clients they hired a freelancer. A branded portal on your own domain tells them they hired a real agency. Your logo, your colors, emails from your address, our badge hidden. That impression is what earns the repeat hire and the referral to their friend who needs a funnel.

  • Custom domain like portal.yourstudio.com
  • Your logo, colors, fonts, and theme
  • Platform badge hidden, emails from your domain
Make it yours
portal.northwindstudio.com
SSL + DNS Verified
Custom Portal Domain
portal.northwindstudio.com CNAME Live
Branded Email Sender (SMTP)
hello@northwindstudio.com DKIM Ready
Studio Identity
Northwind Studio
Brand Accent
Platform Badge
Hidden (100% Your Brand)
Live client view · Sofia Marin0% FunnelAgentX branding
Welcome back to Northwind StudioVela Launch Funnel · Milestone 3 of 5 in progress (75%)
Open workspace →
03 / 04Project FilesLogos, brand guides, copy & media collected at intakeportal.yourstudio.com/files
Project files

Stop hunting through Drive and Dropbox links for one logo

You know the drill: scroll email for the link, the link is dead, ask the client again, wait a day. With guided intake, logos, brand guides, copy docs, and images arrive before kickoff and stay filed with the right project. Mid-build, the asset you need is two clicks away.

  • Vectors, PDFs, copy docs, and images together
  • Collected at intake, sorted by project automatically
  • Find any client file in seconds, months later
Put your files in one place
portal.yourstudio.com/projects/vela/files
18 files · 42.6 MB
All Assets (18)Brand Kit (5)Copy (6)Media (7)
Instant file search...
vela-logo-master.svgVector Logo · 148 KB
Brand Intake
brand-guidelines-2026.pdfBrand Guide · 4.2 MB
Brand Intake
vsl-landing-copy-final.docxFunnel Copy · 840 KB
Copy Intake
brand-color-tokens.json6 Hex Swatches · 12 KB
Auto-extracted
product-hero-renders.zipRAW Media · 24.8 MB
Client Upload
Collected at intake & filed with Vela Launch Funnel automaticallyDownload all (.zip)
04 / 04Visual ReviewsSpatial pin comments, version history & one-tap sign-offportal.yourstudio.com/reviews
Visual reviews

Get approvals in hours, not another week of revisions

Clients drop a pin right on the design and type what they mean. You reply in the same thread, upload a new version, and they approve when it's right. No more decoding “move the button a bit” from a screenshot and a voice note, and no more revision rounds that exist because feedback got lost.

  • Pin comments to the precise point on the file
  • Version history keeps old feedback in context
  • One-tap approve or request-changes closes the loop
See reviews in action
portal.yourstudio.com/reviews/homepage-hero
v1v2v3 · Live
VELA COSMETICSPre-Order
CLINICALLY PROVEN FORMULA
Radiant Skin In 14 Days — Guaranteed 1
Claim 30% Launch Bundle →2
★ 4.9/5 (2,400+ reviews)Free Express Shipping
1
Sofia MarinResolved v3

“Make the hero headline 20% larger on desktop.”

2
Sofia MarinJust now

“Button contrast pops now! Ready to approve v3.”

Approval timestamped on project record
Request changes Approve v3
The client journey

What working with you feels like now

This is the journey every client takes inside your portal, from the first invite to final delivery. No forms to chase, no threads to dig through, no guessing.

Invite

One click, and their portal is live under your brand

Type an email and your client gets a secure, passwordless invite to a workspace wearing your logo, your colors, your domain. Before you say a word, they already feel like they hired the right team.

  • No sign-up maze or passwords to reset
  • Branded from the login screen onward
New client workspace
NNorthwind AgencyInherits your logo, colors, and domain
client@northwind-agency.com
Send secure invite
Passwordless login · portal.yourstudio.com
Collect

Every asset arrives before you open your design tool

One guided intake link gathers logos, brand colors, copy, and goals in a single pass. It all lands filed with the project, so kickoff week goes to designing instead of chasing attachments.

  • Logos, fonts, copy, and goals in one pass
  • Sorted against the right project automatically
Brand intake · Northwind Agency3 of 4 collected
Brand colors
Logo files
logo_nordic_dark.svg
Project goals

“Minimalist Scandinavian design with high-converting funnel pathways for our digital sales pipeline.”

Saved with the project · ready before kickoff
Track

A live timeline answers “where are we?” for you

Clients watch the project glide from intake to launch in real time. The status pings stop, your focus stays on the build, and progress itself becomes part of the premium experience.

  • Milestones clients can check any hour
  • Zero “any update?” messages at 10pm
Project timeline62% complete
Intake
Wireframes
Build
Review
Launch
Wireframes approvedMoving into the build phase · client notified
Collaborate

Feedback lands next to the work, so approvals fly

Tasks, reviews, and messages live beside each deliverable. Feedback keeps its context, revision loops shrink from days to hours, and the project holds its momentum all the way to launch.

  • Approvals tied to the exact deliverable
  • No more screenshot-and-voice-note feedback
Live collaboration
Approve homepage designApproved
Review checkout copyWith client
CL“Looks great, approving the homepage now.”
“Perfect. Checkout preview goes live tonight.”FX
Everything included

You charge premium rates. This is the experience to match.

The details that make a small studio feel established, from passwordless logins to change requests on the record. All of it in one portal, so nothing lives in Notion, ClickUp, Trello, and Drive at the same time.

Live project dashboardReal-time

Active projects

12 +3 this week

Awaiting client

4 2 nudged

See every project at a glance

Milestones, reviews, files, and tasks in one unified view you open first each morning.

Magic-link accessPasswordless

One-click sign-in link sent

One-click client logins

Clients sign in from an emailed link, with a password option if they prefer one.

Change requestsOn record
Add testimonial sectionPending Approved
Swap the hero image Approved

Scope changes, on the record

Clients submit structured requests you approve, decline, or fold into the plan. No more “but we agreed on a call”.

Guided intakeAutomated
brand_guide.pdf2.4 MB
logo_vectors.zip8 files
brand_palette.json

Collect assets without the back and forth

One intake link gathers files, fonts, copy, and credentials straight into the vault.

MessagingIn context
Tighten the hero headline?
On it, preview in 10.

Talk next to the work

Messages stay attached to the deliverable, so feedback never loses context.

MilestonesLive
Build in progress35%72%100%
DiscoveryDesignBuild

Progress clients can watch

A live timeline shows exactly what happens next, so nobody has to ask.

The client's view

What your client sees on day one

No demo accounts or staged reviews here. This is exactly what a client opens when you invite them, and why the portal makes a small studio feel like an established one.

A login that's all you

Your logo, colors, and domain from the very first screen. On Pro and Agency our badge is gone entirely, so clients only ever see your studio.

A timeline they can check anytime

A live milestone view answers “where are we?” without a single email, so the status pings stop and your build time stays yours.

One thread for everything

Messages, files, tasks, and approvals live in one place per project, so nothing gets lost across email, DMs, and three chat apps.

Your clients never pay a cent to use the portal, and on Pro and Agency they never see the FunnelAgentX name. Your subscription covers unlimited client access.

Get set up

Launch your branded portal in three steps

You can go from signup to your first client invite before your coffee gets cold.

01

Brand your workspace

Add your logo, colors, and domain so every screen and email carries your studio. This is the part that makes it yours.

02

Invite clients and collect assets

Enter a client email to deploy their portal, then send the intake link that gathers everything you need in one pass.

03

Collaborate and launch

Track milestones, review work together, message in real time, and ship the final product without the chaos.

Magic-link client logins
Email and in-app notifications
Your own domain and branded emails (Pro)
Pricing

Plans that pay for themselves on one project

Start with Starter at $29/month, then upgrade when you want your own brand and domain in front of clients. Cancel anytime.

Starter

The client portal your agency runs on.

$29/month
  • Unlimited clients & projects
  • Client portal with progress tracking
  • Visual review & feedback (pins + markup)
  • File deliverables, tasks & messaging
  • Intake templates
  • 5 GB file storage
Get started
Most popular

Pro

Fully white-label, unmistakably yours.

$49/month
  • Everything in Starter
  • Full white-label & theming
    • Your logo, colors & fonts
    • Custom domain + branded subdomain
    • Branded emails from your name
    • Send email via your own SMTP
    • FunnelAgentX branding removed
  • 50 GB file storage
  • Agentic featuresSoon
Start Pro

Agency

Everything in Pro, with room to scale.

$79/month
  • Everything in Pro
  • Priority support
  • 100 GB file storage
  • Agentic featuresSoon
Get started
Questions

Answers before you sign up

Your next client should log into your brand

Set up your portal, send one invite, and watch how differently the project starts. Most agencies are live in under ten minutes.

Launch your branded portal