Running Clinked as a service, Client Portal

Clinked Agency Implementation, White-Label Client Portals

Learn how to deploy Clinked as a branded retainer service, configure role-based permissions and approval workflows for each client, and integrate with your existing tools via Zapier and native connectors. This course teaches agencies to replace email-based collaboration, reduce client churn, and build recurring revenue by delivering a professional, secure workspace under your own brand.

Open the decision record for Clinked

What does running Clinked for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Starting at $209 per month (entry tier) plus setup labor costs
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is Clinked worth running as a client service?

The evidence supports Clinked as a viable white-label client portal option with a clear entry price, but the true ROI depends on your agency's service pricing and delivery efficiency, which are not provided.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Clinked account with white-label feature
  • Google Workspace or Microsoft 365 for integration
  • Zapier account for automation
  • Docusign account for e-signatures
  • Jotform for form integrations

People and inputs

  • Access to Clinked API for custom integrations
  • Brand assets (logo, colors, domain) for white-labeling
  • Technical staff for setup and integration
  • Client-specific data such as files and task lists

Included with the course

7 working documents for delivering this service.

  • Client Portal Setup Checklistchecklist
  • Role-Based Permissions Matrix Templatetemplate
  • Approval Workflow SOP for Kanban Boardssop
  • Zapier Integration Worksheetworksheet
  • White-Label Branding Configuration Guideguide
  • Client Onboarding Email Sequencetemplate
  • Retainer Pricing and Tier Positioning Worksheetworksheet

Listed by name. These documents are not yet published as individual downloads.