Agencies & Consulting template
Client portal
Deliverables, updates, files, actions and communication, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Lumen Digital portal for Harbor Coffee). Explore it and ask its agent anything.
What's inside
One place for the client: where the project stands, what's been delivered, what needs their input and how to reach the team. WZRD AI fills these tabs from your material.
Status
Project home, Where we are and Needs your inputDeliverables
Delivered and ApprovalsTimeline
MilestonesTeam
Who to ask and How we workIts AI agent: Project assistant
Tell the client where the project stands, what's delivered and what's waiting on them, from the portal. Log change requests as tasks. Never commit to new dates or scope.
Who it's for
- Made by Consultant, Account Director, Strategist and Agency Founder
- For client procurement, prospective client, active client team and client executives
- In Consulting, Digital Studio, Creative Agency and Marketing Agency
When to use it
- For a new lead: a Consultant sends it to the client procurement
- After discovery: a Account Director sends it to the prospective client
- During delivery: a Strategist sends it to the active client team
- At milestone review: a Agency Founder sends it to the client executives
- At renewal / handover: a Consultant sends it to the client procurement
What WZRD needs
- Proposal + portfolio
- Workshop notes + recommendations
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a client portal for Consulting for a new lead, using my proposal + portfolio.
Questions
What is a client portal in WZRD?
Deliverables, updates, files, actions and communication, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Projectroom.
What do I need to make one?
Usually proposal + portfolio and workshop notes + recommendations. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Consultant, Account Director, Strategist and Agency Founder, for client procurement, prospective client, active client team and client executives.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a client portal for Consulting for a new lead, using my proposal + portfolio." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.