Client Portal

What they Do Best

Lightweight project management tool seamlessly integrated into WordPress.

Main Industry

Productivity

Platform

WordPress

Type of Product

Plugin

Target

B2B

Price Range

$199 - $399

Business Model

One-Time Payment

Free Plan

Pricing Details

User-based licensing starting at $199 for single site and $399 for multi site.

Revenue Estimates

$132,000

Monthly Website Traffic

8,726

Revenue Per Traffic

$1.26

Idea to Money

A weekend after launch, the app attained $10K in sales

Founders

Employees

Year Started

2016

Dedication

The founder worked on the project full-time and even hired a programmer to help with the coding bit.

Market Insights / Trends

client portal

Industry Incumbent

Copilot ($11.6M/year)

How They Came Up With The Idea

The founder worked previously a freelancer. She faced difficulties in finding a suitable platform to manage her clients' project assets. Despite trying different project management tools, the quality of these tools proved to be subpar, which led to her using email as the primary mode of communication. Determined to find a better solution, she decided to create her own platform. She developed a page on her website that allowed clients to log in and access all the project assets that had been collected. She shared her experience with others about the portal and how it had helped her manage customer projects. After receiving a lot of encouragement from her peers, she eventually decided to sell it.

How They Built The First Version

At first, she didn't have the ability to create a WordPress plugin herself. So, she made the decision to hire someone to do it for her. Rather than investing her money into the development process, she decided to launch presales of the Client Portal to validate the need for the product and fund its development. The presales were a success, so she proceeded to hire a developer to turn the Client Portal into a plugin.

Growth Channels

Speaking at conferences helped her build her brand and expand her network. There she met the right people who were important for her business. She also appeared on podcasts that targeted freelancers and agencies where she mentioned Client Portal briefly, but her focus was on providing valuable insights to freelancers. At the end of the podcast, she directed listeners to a free email course that discussed freelancing in more detail. After completing the email course, she would pitch Client Portal to them with a discount.

Main Growth Channel

PR/Media Outreach

SEO

Tech Stack

Tools

- HelpScout - RightMessage

Full Case Study

How I Built A $7K/Month WordPress Plugin Because I Needed The Product