Client workspace shell
workspaceBranded client workspace with plan, market, offer, and operator details.
How to use it: This is the main place where the finished work is shown and used.
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mapleclienthub.example
Each client gets one workspace for capture, status, reports, and handoff.
This example shows the real shape of the Agency client workspace. It is written so a busy owner can understand it fast.
Who this is for
An agency owner who needs a clean workspace for each client.
Who gets helped
The agency team and the client team.
Main problem
Client work is scattered across docs, forms, reports, and chat.
Finished result
What the client gets
Workspace, client funnel, routing policy, report template, handoff page, and checklist.
The client does not get a box of tools. The client gets a working set of pages, guides, rules, and proof screens that solve the problem.
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The customer fills out one short form.
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The system builds the pages, rules, reports, and handoffs.
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The client opens this website and sees the finished work.
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The team follows the guide and uses the first deliverable.
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The report shows what changed and what to improve next.
Process map
1. Intake
Collect the business, audience, offer, rules, and success goal.
2. Build
Create every selected page, workflow, guide, and report.
3. Launch
Publish the client site and show what is ready now.
4. Use
Give the team simple steps for using the system.
5. Prove
Track the result the client paid for.
Launched on this client site
The finished deliverables
Each item below is something the client can open, use, send, review, or measure. The words are simple on purpose.
Client capture funnel
captureLead capture page and embed configuration scoped to the client.
How to use it: People use this to ask for help, book, join, or send details.
Open this deliverable pageClient routing policy
automationRules for quote, booking, support, and nurture handoff.
How to use it: This is the rule or message path that runs the work the same way each time.
Open this deliverable pageAgency operator dashboard
operatorSingle view of client status, readiness, and lead flow.
How to use it: The team uses this to know what to check and what to do next.
Open this deliverable pageClient report template
reportingWeekly performance report structure with source and ROI sections.
How to use it: This proves what happened and whether the result is improving.
Open this deliverable pageWhite-label handoff page
workspaceCustomer-facing launch page that explains exactly what was built.
How to use it: This is the main place where the finished work is shown and used.
Open this deliverable pageCredential checklist
operatorCRM, email, domain, webhook, and billing connection requirements.
How to use it: The team uses this to know what to check and what to do next.
Open this deliverable pageAcceptance test pack
workspaceRunnable checklist for form capture, scoring, routing, and dashboard verification.
How to use it: This is the main place where the finished work is shown and used.
Open this deliverable pageSimple tutorial
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Step 1: Read the top of the page.
Make sure this says it is for agencies serving many clients. If the market is wrong, fix the intake before using the system.
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Step 2: Check the promised result.
The promised result is: Workspace, client funnel, routing policy, report template, handoff page, and checklist. This is what the client should expect to receive.
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Step 3: Open the first deliverable.
Start with "Client workspace shell." It tells the team where to begin.
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Step 4: Follow the process map.
Do the steps in order: intake, build, launch, use, then prove. Do not skip the proof step.
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Step 5: Use the report to improve.
Look at Client report template. It shows what worked, what is blocked, and what to fix next.
Client handoff checklist
Use this before the client calls the work finished.
- The buyer and end user are named clearly.
- The main pain is easy to understand.
- Every deliverable has a plain use note.
- The process map shows what happens next.
- The report explains how success is proven.
- The client can start without learning a new tool.