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Case Study: Internal — Web Design Agency

Web Design Agency Platform

Our own custom website and client portal. It features an interactive planner that lets clients build their own package and get a price estimate, a secure checkout for payments, and a private client dashboard to track updates.

Launched: 2025Visit Live Site
Web Design Agency Platform

The Challenge

Most design agencies make you go through long, back-and-forth email chains just to get a basic price estimate. We wanted to make the process simple, transparent, and instant for our clients, letting them see exactly what they get and what it costs before booking a kickoff meeting.

Our Solution

Project Planner Tool

We built a step-by-step Project Planner where clients can choose the design packages, hosting, and support options they need. It automatically calculates the pricing and generates a clear timeline, making the whole process fully transparent.

Mixed Checkout & Payment Automation

We designed a simple checkout that handles both the deposit and monthly hosting subscriptions securely. Once paid, the system automatically sets up the client's new project dashboard so we can get started right away.

Balance Invoice Flow

When a website design is finished and approved, the system automatically sends the final balance invoice. Clients can pay easily with a card link, keeping invoices tidy and hands-free.

Client Dashboard

Clients get their own private login area where they can check the status of their website build, see what step is next, and download their receipts at any time.

Our Approach

We wanted our website to reflect how we treat our clients: direct, transparent, and easy to work with. By showing our prices upfront and detailing exactly what goes into each stage of a website build, we remove the guesswork and build trust from the very start.

The website is built to load instantly on phones and desktops alike, and features a clean, easy-to-use edit area where we can update our portfolio, add news articles, and manage our pricing without writing new code.

Business Results

  • Clients can see clear pricing and request a project in a single session
  • Eliminated administrative back-and-forth and manual invoicing
  • Provides a clear, private workspace where clients can view their active project status and billing details
  • Reduces setup delays so we can start designing sooner
Project Planner — interactive service selection with live pricing
Project Planner — interactive service selection with live pricing
Web Design services page
Web Design services page
Managed Hosting comparison
Managed Hosting comparison
Maintenance Retainers
Maintenance Retainers
Optional Add-ons
Optional Add-ons
Project roadmap timeline
Project roadmap timeline
Checkout flow
Checkout flow
Client dashboard
Client dashboard
Billing & invoice history
Billing & invoice history
Client login portal
Client login portal
Testimonials
Testimonials
Contact page
Contact page
FAQ page
FAQ page

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