Keep client
work in flow.

Offers, clients, content, and delivery in one connected workspace.

The actual ClientFlow client pipeline, showing fictional sample records
ClientFlow AI. Interactive sample workspace.

From first hello
to final handoff.

One place for the thinking. One place for the doing. You decide what moves forward.

Discover the flow
Two founders reviewing an organized client workflow
Client systems. AI workflows. Human judgment.
Position the offer
Audience, outcome, scope, and investment.
Connect the conversation
Client details, deal stage, and next action.
Create useful work
Sales copy, scripts, campaigns, and source-based briefs.
Deliver with clarity
Stage drafts, record approval, and save the live URL.

See the work.
Know the next step.

Try the interactive workspace
The actual ClientFlow overview, with sample pipeline, tasks, and activity

Fictional sample data. Changes stay in your browser.

Open workspace

Eight specialists.
Your direction.

Structured drafts work now.
Connect AI generation when you’re ready.

Offer Architect

Shape a $2K to $10K offer with pricing, positioning, and delivery.

Build an offer

Niche & Research Architects

Define a niche. Organize sources. Identify assumptions that need evidence.

Open research tools

Your content workbench

VSL scripts, ad copy, landing pages, and transcript-based sales assets.

Explore the specialists

You keep
the judgment.

Drafts stay in review until you approve them.

  • Separate workspaces for each client
  • Multi-venture portfolio organization
  • Reusable workflows and handoff checklists
  • Draft, staging, approval, delivery
Design your flow

Choose your
foundation.

One-time licenses.
Human help included.

Founder

$1,497One-time license

1 venture / 2 seats

6-month Founders’ Helpline

Start with Founder

Operator

Recommended
$2,997One-time license

5 ventures / 5 seats

12-month Founders’ Helpline

Build with Operator

Holding

$5,997One-time license

Unlimited ventures / 10 seats

24-month Founders’ Helpline

Choose Holding

Each license includes CRM, offers, specialist tools, and review and delivery workspaces.

Helpline extension: $697 for 12 additional months, paid once. AI provider usage, hosting, and external services are separate. Deployment requests begin a scope and setup conversation; no payment is collected here.

A few things
to know.

Can I try the workspace first?

Yes. The interactive sample lets you create sample contacts, build an offer, and explore specialist drafts. Sample changes stay in your browser. Sign in to use persistent workspaces.

What works before I connect AI?

The CRM, offers, workflow checklists, staging, approvals, exports, and structured template drafts work without an AI key. Live AI generation requires a configured provider. Templates are labeled so you know how each draft was created.

Does ClientFlow send or publish automatically?

This release supports human-reviewed drafting and workflow tracking. Automated outreach, continuous CRM sync, booking agents, and direct publishing require additional connected services and setup. Recording a deployment URL does not publish a website.

How are client workspaces separated?

Workspace access is checked by the server for every request. Owners can share a time-limited invitation for an editor or viewer. Each workspace keeps its clients, drafts, workflows, and activity separate.

Can I use my own domain?

Yes. The deployment package supports Google Cloud Run with Firestore for persistent records and Firebase Authentication for sign-in. Your own domain can be connected after the service is deployed.

Let’s build
your client system.

Tell us where your workflow gets tangled. We’ll scope the next step.

  1. Share your needs
  2. Confirm scope and fit
  3. Set up your workspace
Want to look around first? Explore ClientFlow

Start your deployment.

A few details. A clear next step.

No payment required to send your request.