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🏢 Client Portal Builder Prompt

Run your customer list as a living, AI-powered relationship system. These CRM prompts clean, segment, score, and follow up on contacts, and each one is paired with a working CRM you can clone in minutes. Built for non-technical operators who want a living relationship system, not a migration project.
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Client Portal Builder Prompt

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Design a client-facing portal for the service business I describe below. Lay out the sections a client actually needs: a project status board showing current milestones and what is blocked, a document library organized by type, a request form with the fields that prevent back-and-forth, an FAQ answering the questions clients ask most, and a contact panel showing who owns what. Write the copy for each section in plain, reassuring language a non-technical client understands. Define what the client can see versus what stays internal, then specify the weekly progress update: what it includes, when it sends, and what it should never say.

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01 / Spark - intelligence awakens

Client Portal Builder Prompt

Build a branded client portal with live project status and AI support from one prompt. Custom domain, no code. Try Taskade Genesis free.

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// the spark catches · intelligence awakens · the answer unfolds

Clients who can see their project's progress worry less and trust more — Taskade Genesis builds a branded client portal with live project status, document sharing, and a support channel, all from one prompt and hosted on your own domain.

What Is a Client Portal Builder Prompt?

This prompt creates a client-facing workspace with a Board view of project milestones, a file library, a feedback form, and an AI assistant that answers common questions on behalf of your team — accessible via client logins on any plan, at a custom domain link on Business+.

Why Use a Client Portal Builder Prompt?

Email threads are the #1 source of client confusion. A portal eliminates the noise.

  • Custom domain + client logins: Clients log in on any plan, at your own branded domain on Business+ — no Taskade branding, no per-seat fees.
  • Live project Board: Milestones, deadlines, and deliverables update in real time so clients never need to ask "where are we?".
  • AI support agent: The embedded agent answers FAQs, retrieves documents, and handles routine requests without pulling in your team.
  • Relationship field: Link each portal to the client's contract, invoices, and deal record in the back-end workspace your team sees.
  • Automated status updates: Reliable automations send a weekly progress email to the client when milestone cards move.

Who Should Use a Client Portal Builder Prompt?

  • Agencies who want to replace client email with a professional self-serve portal.
  • Consultants delivering long-running engagements who need a structured progress view.
  • Freelancers who want to look enterprise without the enterprise price tag.
  • Service businesses managing multiple concurrent projects per client.
  • Implementation teams who need a client-visible project tracker separate from their internal tools.

How To Use This Prompt

  1. Click Use Prompt to build the client portal in Taskade Genesis.
  2. Enter your client's name, project scope, and milestone timeline.
  3. The AI agent generates the portal structure — Board, file library, and FAQ agent.
  4. Enable client login via Taskade Genesis on any plan, and set up a custom domain (Business+).
  5. Share the portal link with your client and activate the weekly status automation.

Learn how custom domains and client logins work in /learn/genesis/overview or browse client-facing app examples at /ai/apps.

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