Give every client a private login that shows — live — the appointments your system booked, the missed calls it recovered, and the leads it reactivated this month. Clients renew when they can see the value, and most agencies lose accounts not on results but on silence. Clone this branded results portal from Taskade Genesis and stop chasing renewals.
The live app above is the real portal. Click "Use this app" to own a running copy: a results dashboard backed by a relational data table, with an AI agent that writes the monthly recap and automations that refresh the numbers on their own.
TL;DR: A Client Results Portal is a password-protected, custom-domain dashboard that shows each client the appointments booked, calls recovered, and leads reactivated by your system — updated automatically. It is the retention layer agencies use to renew clients without chasing them. Clone one free →
What Is a Client Results Portal?
A Client Results Portal is a branded, client-facing dashboard that shows a single client the outcomes your service produced — appointments booked, missed calls recovered, leads reactivated, reviews collected — in real numbers, updated on a schedule. It is not a file-sharing portal or a status board. It is a live scoreboard the client opens to see exactly what they are paying for.
For agencies selling AI systems and automations to local businesses, this portal is the difference between a client who renews on autopilot and one who quietly cancels because they never saw the work. In 2026, agency retention runs on transparent, automated reporting — and a results portal is how you make value impossible to miss.
A Connected System You Own, Not a One-Off Report
Most agencies stitch results together from a slide deck, a spreadsheet, and a screenshot. That breaks the moment you scale past a handful of clients. A connected Taskade system runs itself.
| What you need | The old way / a one-off tool | A connected Taskade system you own |
|---|---|---|
| The data | Numbers copied by hand into a deck each month | A relational data table links every appointment, call, and lead to the client record |
| The story | You write the recap from scratch every cycle | An AI agent with 34 built-in tools reads the numbers and drafts the plain-English recap |
| Fresh numbers | Manual updates you forget when you get busy | Automations refresh the dashboard on schedule and notify the client |
| The portal | A generic link or a PDF attachment | A password-protected portal on your own domain, branded to your agency |
| Access | One shared file anyone can see | Client logins so each client sees only their own results |
How It Works
- Clone the portal. Click "Use this app" to copy this Taskade Genesis app into your workspace in about 10 seconds — no code, no setup project.
- Connect your data. Use the Relationship field to link each client to their appointments, recovered calls, and reactivated leads so every number traces back to a real record.
- Turn on the automations. Built-in automations pull fresh results in and refresh the dashboard on the first of the month, then notify the client it is ready.
- Let the AI agent write the recap. An embedded agent reads the live numbers and drafts a plain-English summary: what got booked, what came back, what is next.
- Brand it and share the login. Publish on your own domain with client logins (Business plan and up) so each client signs in and sees only their results.
A Connected System, Not a One-Off Tool
The results portal is one piece of a workspace that runs your whole agency. The same data that feeds the client's dashboard can drive your delivery and your renewals:
- Pair it with the Client Dashboard Portal for the full KPI view and the Retainer Client Portal so scope and billing live next to results.
- Run delivery through the Agency Client Portal and capture the win with the Testimonial & Proof Portal the moment results land.
- Add specialist AI agents to recover missed calls and reactivate leads, wire the data flows in Automations, and browse live builds in the Community Gallery. Start from your own brief at /create.
Frequently Asked Questions
What is a client results portal?
A client results portal is a branded, client-facing dashboard that shows one client the outcomes your service produced — appointments booked, calls recovered, leads reactivated, reviews collected — in real numbers that update automatically. Unlike a file-sharing portal, it is a live scoreboard the client opens to see the value they are paying for.
How does it help agencies keep clients?
Clients churn when they cannot see the value, not usually because the results are bad. A live results portal makes the work visible: the client logs in and sees the appointments your system booked this month. That transparency turns the renewal conversation from a pitch into a glance at the numbers, so accounts renew with far less chasing.
Can each client see only their own results?
Yes. With client logins on the Business plan and up, each client signs into their own portal and sees only their own data. The 7-tier role system (Owner through Viewer) gives you precise control over who sees what, so there is no risk of one client viewing another client's numbers.
Do the numbers update on their own?
Yes. Automations connected to your integrations pull fresh results in on a schedule and refresh the dashboard, then notify the client it is ready. The embedded AI agent rereads the updated numbers and rewrites the recap automatically. You review and send, or let it run hands-off — no manual report rebuild each cycle.
Can I put the portal on my own domain?
Yes. On the Business plan and up you can publish the portal on a custom domain with your agency branding and optional single sign-on. Clients open a portal that looks like your company, not a third-party tool, which makes the results feel like part of your service rather than a generic dashboard.
What kinds of results can it track?
Anything you can put in a record: appointments booked, missed calls recovered, leads reactivated, reviews collected, revenue influenced, and more. You connect each metric to the client through the Relationship field, then choose how to display it across the 7 project views (List, Board, Calendar, Table, Mind Map, Gantt, Org Chart) without duplicating data.
Who is this portal for?
It is built for marketing agencies, AI automation agencies, lead-generation agencies, and consultants who sell systems to local businesses — dentists, med spas, gyms, HVAC, roofers, law firms, salons, and multi-location operators. In-house teams at those businesses can also use it to report results upward to owners and stakeholders.
How is this different from sending a monthly report?
A monthly report is a snapshot you rebuild every cycle and email once. This portal is always live: the client can open it any day and see current numbers, the AI agent keeps the recap current, and automations refresh the data without you. It replaces a recurring manual task with a system that runs itself.
Do I need to know how to code to set it up?
No. You clone a finished, working app and replace the sample data with your clients' records. There is no coding, no hosting, and no setup project. Most agencies have their first client portal live the same afternoon, then reuse the same app for every new client.
