Rapid Growth CLIENT PORTAL

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Rapid Growth PORTAL
Sample data. Services, invoices, and requests below are placeholders to show the layout — swap for real client data at launch.

Dashboard

Hi Northline — here's where things stand.

Active services
2
1 more in setup
Access requests open
4 of 7
still waiting on you
Amount due
$450
1 invoice outstanding
Recent activitylast 14 days
Lead Response is live — 14 missed calls answered this week.
Waiting on your Google Business Profile access to finish Review Engine setup.
Invoice #1043 paid — thank you.

What we run for you

My Services

Everything RGS is currently operating on your behalf, plus anything still being set up.

Active

Lead Response

When a call goes unanswered, the caller gets a text back within seconds so the lead doesn't move on to the next company.

Live since Jun 2 · 14 replies sent this week
In setup

Review Engine

Automatically asks happy customers for a review after a completed job, and drafts replies to the ones that come in.

Setup — needs Google Business Profile access
Active

Monthly Reporting

A plain-English rollup of leads, response times, and reviews, delivered to your inbox on the first of each month.

Live since Jun 2 · Next report Aug 1

Onboarding

Access & Data

Everything we need from you to build, in one place. Grant access where asked, paste links where asked, and check items off as you go. Add steven@rgsandco.com wherever a tool asks for an email.

43%
3 of 7 complete

Google Workspace

Drive folders and Sheets we read from or write to.

CRM & scheduling

So automations can read jobs and write back results.

Business details

Data points we need to configure the builds correctly.

We'll get an email the moment you save, and pick the build back up from there.

Billing

Invoices

Pay securely through our billing provider. Receipts are emailed automatically.

Invoice
Date
Amount
Invoice #1051Due now
Jul 1, 2026
$450.00
Invoice #1043Paid
Jun 1, 2026
$450.00
Paid
Invoice #1031Paid
May 15, 2026
$1,200.00
Paid

Support

Help & FAQs

Answers for the services you're using. Still stuck? Email us and we'll jump in.

Access & security
Why do you need access to my Drive and CRM?
To build anything that touches your data, the automation needs to read from and write to the same tools your team uses. We request the narrowest access that works — usually a single shared folder or one integration user, never your personal login.
How should I send passwords or API keys?
Use the secure link in your onboarding email — it expires after one view. Never paste credentials into email, chat, or this portal's text fields.
Can I revoke access later?
Any time, from the tool itself. Automations that depend on it will pause rather than fail silently, and you'll get an email letting you know which ones stopped.
Lead Response
How fast does the text-back actually go out?
Within roughly 30 seconds of a missed call. The goal is to reach the caller before they dial the next company on their list — speed is the whole point of the service.
Can I change the message that gets sent?
Yes. We set up a default that fits your business, and you can revise the wording any time — email us the change and we'll update it, usually same day.
Review Engine
When does a review request get sent?
After a job is marked complete, based on the customer list or completion feed you share with us. We space requests out so customers never feel spammed.
Do you ever post fake or filtered reviews?
No. We only ask real customers, we never hide the request from anyone, and we never fabricate a review. That keeps you on the right side of Google's and the FTC's rules.
Billing
How do I pay an invoice?
Open the Invoices tab and click Pay on any outstanding invoice. It opens our secure billing provider — card or bank transfer — and a receipt is emailed automatically.
Can I get copies of past invoices?
Every invoice, paid or unpaid, stays listed under the Invoices tab. Click any one to view or download the PDF.