Client Portal — Web-ly

Web-ly

Client portal — sign in to continue

or

W

W

W

Web-ly Admin

hello@web-ly.co.uk

Lead

—

—

—

est. value

—

first response

—

source

Automation handled this lead — no manual work needed yet.

Timeline

Notes

—

Admin

Invoice client

The upfront cost is fixed. They can change the plan and extras.

Upfront cost (£, one-time) Monthly plan agreed on the call

Sentinal — SEO & AI Search

£99/mo — pre-ticked, client can remove.

Beacon — lead alerts

£19/mo — pre-ticked, client can remove.

Sentinal & Beacon are included in Max.

Extra mailboxes

£8/mo each — starting quantity, client can change.

0

Their proposal link

Admin

Add client

Set up a new client and their portal login.

Business name Contact email First name Last name Phone Intended plan (not set yet)

A note for yourself for now — this doesn't provision anything. Creates their portal login and emails them a link to set their own password. Their CRM, and the plan it's actually created on, is a separate step from the client's profile once they've signed in. No password is issued — nobody is ever sent one.

Clients

New lead

Add a lead

Everything is optional except one way to reach them — an email or a phone number.

Name Email Phone Address Enquiry (optional)

Support

Contact Web-ly support

Tell us what you need — we usually reply within a few hours.

Message

Account

Your portal