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Printable Planner
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CLIENT PORTAL PLANNING KIT
Client Portal Planning Kit
Plan the people, permissions and workflows before you build the dashboard.
Work out what clients need to do, what your team needs behind the scenes, who can see and change each piece of information, and what belongs in version one.
£14.99
- Printable planning workbook
- Editable Word workbook
- Visual planning board
- Your own Client Portal Planning SuperAgent
Four planning formats · Platform-independent resources · Optional Base44 SuperAgent
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Here’s exactly what you get
TYPE
Editable Workbook
Prefer typing? Complete the same planning process on your computer.
MAP
Visual Planning Board
See your users, pages and features visually.
// AI
Client Portal SuperAgent
Talk it through. It’ll question your plan, challenge gaps and turn it into your final build prompt.
Use one. Use all four. Switch between them whenever you want.
When you’re finished, you’ll know exactly what to build.
Your kit takes you from:
- Users
- Client jobs
- Admin jobs
- Information
- Permissions
- Screens
- Workflows
- Automations
- MVP
- Build & test
Finish with a client portal brief, a permissions and workflow plan, a populated prompt for your chosen platform and a staged build and testing plan.
Take a look inside
PLAN BEFORE YOU BUILD
Plan the permissions before the screens.
A useful client portal is a set of trusted journeys, not just a dashboard. Work out who can see what, what clients can do for themselves and what should happen behind the scenes.
- 01Users and roles
- 02Client jobs
- 03Information and files
- 04Permissions
- 05Notifications
- 06MVP
- 07Testing
WHEN YOU ARE READY TO BUILD
Bring in the builder after the decisions.
Once the roles, permissions and workflows are clear, you can turn the brief into a staged Base44 build without making access rules up as you go.
Base44 is optional. The printable, editable and visual planning resources are platform-independent.
Explore Base44
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YES, IF YOU’RE...
- You are planning a client portal for your own business or a client
- You need to define roles and permissions before screens
- You are not sure what belongs in version one
- You want to reduce admin without creating a confusing client experience
- You need a clear brief for an AI builder, no-code platform, designer or developer
YOU DON’T NEED...
- Coding experience
- A finished business plan
- To understand technical terminology
- A paid SuperAgent plan (yours is included)
- To use every file in the kit
FAQs
Do I need a paid Base44 plan?
No. The planner, workbook and board work with any AI or no-code builder. Only the SuperAgent needs a Base44 account, and Base44’s own usage limits and plans apply.
Is this suitable for beginners?
Yes. You don’t need to know how databases work or pretend to be a developer. The kit walks you through each decision in plain English.
Does the SuperAgent cost extra?
No. Your own copy of the SuperAgent is included in the kit and is yours to keep. Base44’s own usage limits and plans apply when you use it.
What software do I need?
The planner is a PDF you can print. The workbook opens in Word or Google Docs, and the board opens in PowerPoint or Google Slides.
How do I get my downloads?
After payment, your files and the link to your SuperAgent appear in My downloads.
Ready to plan your client portal?
Client Portal Planning Kit — £14.99
Digital product. No physical items will be posted. Read our returns policy.