Running Selpx as a service, Client Portal

Selpx Agency Implementation, White-Label Client Portals for Retainer Revenue

Learn how to set up Selpx as a branded client portal, configure approval workflows and Stripe invoicing, and deliver it as a retainer service to your clients. This course covers portal customization, AI-powered status updates, project communication setup, and pricing strategies to turn client management into recurring revenue.

Open the decision record for Selpx

What does running Selpx for clients commit you to?

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

Monthly tool cost
Entry tier is free; paid tiers start at $79/month (Vendor cost)
Time to first value
Not published
Payback
Not modeled

Is Selpx worth running as a client service?

Selpx offers a low-cost, low-complexity white-label portal solution that can quickly enhance client experience. However, the lack of published ROI data means agencies must validate their own service pricing and delivery efficiency.

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

  • Stripe account
  • Google Drive for file storage
  • Claude AI for automated updates
  • Custom domain (optional)
  • Slack for internal communication

People and inputs

  • Time for initial setup (low complexity)
  • Brand assets (logo, colors)
  • Client email templates
  • Project management documentation

Included with the course

7 working documents for delivering this service.

  • Selpx Portal Setup Checklist - Branding and Domain Configurationchecklist
  • Client Onboarding SOP - 5-Minute Account Creation Workflowsop
  • Approval Workflow Template - File Delivery and Sign-Off Processtemplate
  • Selpx Pricing and Packaging Worksheet - Retainer Service Modelsworksheet
  • AI Status Update Configuration Guide - Claude Integration Setupguide
  • Client Communication Playbook - Per-Project Messaging Best Practicestemplate
  • Stripe Invoice Integration Checklist - Payment Collection Setupchecklist

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