Client portal

Package portal access as a premium outcome

A one-page playbook for agency owners and AM leads — how to package Base's client portal as a premium, white-label outcome your clients will pay for.

  1. Step 1

    Name the outcome, not the software

    Sell “your client command center” — approvals, deliverables, and proof in one branded link — not “another dashboard login.”

  2. Step 2

    Bundle with retention, not as a line-item fight

    Position the client portal as part of your premium tier: fewer renewal discounts when clients see ongoing value between calls.

  3. Step 3

    Use your domain

    insights.clientbrand.com beats a generic vendor URL. Custom domain is included with the Client portal module in Base.

  4. Step 4

    Show the loop

    Content calendar approvals, “needed from you” deliverables, and nudges create a resale-grade client experience your AMs don’t have to manually chase.

  5. Step 5

    Price the module

    Fold portal access into a premium retainer tier. Base’s value rollup helps you prove hours saved and expansion wins alongside portal engagement.

Sample talk track: “We moved your portal to your brand’s domain. You’ll approve content, see what we need from you, and track progress without email threads — it’s included in your premium partnership at $X/mo.”
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