Client portal development in Manchester

Clients who chase, then quietly leave

A new client signs. Onboarding runs over email, with forms as attachments and files in three places. For the next few months they ring to ask where things stand, and your team stops work to find out.

Few clients complain about this. They decide the service feels disorganised, and when renewal comes round they leave.

The work was good. The experience around it was not.

What we build

• Client portals. A branded login where each client completes onboarding, uploads and downloads files, sends messages and sees progress. They get answers without asking, so staying with you is easier than leaving.
• Internal tools. The staff side of the same system. Your team updates a job once, and the client's view changes with it.

TMMB Academy came to us with fragmented processes and rising software subscriptions. We built one portal with role-specific workspaces for admins, coaches, creators, sales, assistants and brands. TMMB was able to take on greater capacity, improve scalability and retention, and reports generating six figures within roughly two to three months.

That result is client-reported and shared with permission. Our guide to what a client portal should include lists the parts.

What is it worth? Do the sum

The lever is more money per client: clients who stay longer.

1. Onboarding becomes a checklist the client completes in the portal.
2. Progress, files and messages sit in one place they can check at any hour.
3. Your team sees who has gone quiet and contacts them before renewal.

Example figures. Swap in your own.

Count your active clients, what each pays a month and how many months the average client stays. Then work out what one extra month from each would add.

Bring the figure to a call. The audit report prices it alongside the hours your team spends answering update requests.

When shared folders are enough

With a handful of clients and little to share, a shared folder and a regular update email do the job. A portal earns its place when clients number in the dozens, onboarding has many steps, or several of your staff serve the same client.

How pricing works

Every portal is scoped and priced in writing after an audit. You get a range before it and a fixed price after the written scope, which also sets the timeline.

Hosting and other running costs are paid directly to the providers from your own accounts. You can see how pricing works nationally.

Portals for firms around Manchester

We work across Greater Manchester and Cheshire as a service-area business, with agencies, professional services, property firms and clinics. That covers Altrincham and Hale, Stockport and Warrington.

We can meet in person across Manchester and Cheshire on request. See also our Manchester AI automation agency page.