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How I built a $2k/month client automation portal #ai #tech
Most people don't realize that every agency and freelancer is managing their clients through email and spreadsheets when they could have a fully automated portal. I built one and sold it to companies for $50 each. Here's how I did it.
I added this prompt here to build a client automation portal where each client can log in and see their project status, upcoming deliverables, invoices, and messages all on one dashboard. I chose to create it using rocket dash new slash build because it actually creates the full stack using a super base backend, Stripe webhook authentication, and even email notifications. This normally takes you more than 5 AI tools combined together to do.
On my side, I have an admin panel where I can manage each client, update their project status, trigger automated emails when milestones are hit, and track payments through Stripe Webhook in real time. So when a client pays an invoice, Stripe then updates a webhook and the portal gets updated automatically and then the client sees it reflected instantly. Then I refine it more to make it worth paying for.
I added an onboarding flow so new users get a welcome email. I also added automated weekly status updates that pulls from the project data directly and emails the client every week. Here's the part that made the biggest difference for me when I was working on the project.
I hit a problem with the Stripe Webhook integration where I needed a client sale to trigger the email to send an automation couldn't figure out for a few hours and Rocket Dot News Success Support Team stepped in to figure it out within minutes. A real person helped me work through the integration without me even sending an email. This made the process so so much smoother because I not only got unblocked faster, I also didn't have to was
gration without me even sending an email. This made the process so so much smoother because I not only got unblocked faster, I also didn't have to waste any time trying various flows that could break my automation. Every person running a service business has the same problem.
Clients constantly emailing asking for updates, invoicing, getting lost and onboarding taking way too long to get leads. I went down LinkedIn, Sales Navigator and filter for freelancers and agencies. Then I showed him a demo by sending it to their LinkedIn or their email.
I created a step by step detailed guide with the exact prompt in order to build this out. If you want it, just like the video and comment portal and I'll send it to you. Follow for more ways to make money and run your business with tech and AI.
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On my side, I have an admin panel where I can manage each client, update their project status, trigger automated emails when milestones are hit, and track payments through Stripe Webhook in real time.