Agencies need a unified portal where clients can:

Select and customize service bundles (e.g., number of weekly posts, platforms, ad spend), with real-time pricing updates.

Subscribe to services with self‑serve upgrades, downgrades, pauses, or cancellation.

Handle billing, onboarding, project tracking, all within a single, branded dashboard.

Essential Components:

Dynamic Order Form Builder

Multi-step or single-page order forms with conditional logic and add-ons—similar to https://spp.co ’s capabilities

Subscription Management

Clients should be able to manage subscriptions, upgrade/downgrade plans, cancel, pause, or view billing history. GoHighLevel already started this with their existing Subscription Management feature , but it lacks modular service selection.

Branded & Whitelabeled Portal

Fully customizable portal (domain, logo, brand colors, CSS), like https://spp.co, to convey agency identity.

Integrated Onboarding & Project Management

Based on choices made during order entry, trigger onboarding forms and generate project tasks with due‑dates, assignments, and deliverable tracking—all inside the same portal.

🎯 Benefits for Agencies & Clients

Simplifies sales: Productized offers with transparent pricing reduce friction and close deals faster.

Automates billing & retention: Recurring client subscriptions with self-service options improve cash flow and reduce churn.

Enhances client experience: One clean, responsive interface where clients can manage every step—from sign‑up to delivery—boosts satisfaction and loyalty.

exemples attached