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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 in one dashboard. I chose to create using Rocket Dash to do 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 five 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 post from the project data directly and emails declined 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 need a client sale to Trigger the email to send an automation. I couldn't figure it out for a few hours, and Rocket Dot new success support team stepped in to figure it out within minutes. A real person help me work through the integration without me even setting an email.
This made the process so much smoother because I not only got a block faster, I also didn't have to waste
ntegration without me even setting an email. This made the process so much smoother because I not only got a block 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 and voice getting lost and onboarding taking way too long.
At least I went down LinkedIn, Sales Navigator and filter for freelancers and agencies. Then I showed him a demo by setting 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.