PROSPERA REVOPS

Client Portal V0 · review-ready preview

[ Client review gateway ]

Know what you are signing. See what launches next.

The portal now centers the core client questions: what is in the agreement, what services are included, what billing looks like, what content needs approval, and what the AI is allowed to say.

[ GoldPark review package ]

Approvals are the next constraint.

The client can inspect the deal, review the launch content, and test receipt paths without triggering live work.

72%

staged

Preview workspace, no live trigger.

Approval, billing, agreement, and AI knowledge actions create local preview receipts first. Final activation stays separate.

Build status

Core portal path is assembled.

Build proposal draft

Current estimate

94-96%

Client-facing review path is almost demo-complete.

The portal can now show the deal, services, billing, agreement, launch approvals, workflows, AI knowledge, receipt previews, safety gates, production readiness, storage preflight, and live-production blockers. What remains is final copy polish, approved private file access, external invite posture, production audit persistence, and downstream activation approval.

Fully live production range

78-82%

94-96%

Strong

Client demo readiness

The buyer can understand what they are signing for, what is included, what needs approval, what the AI knows, and why nothing launches accidentally.

measured

82-88%

Good

Internal operator safety

Dry-run receipts, launch gates, storage preflight, no-CRM traps, and permission boundaries are visible and verified.

measured

78-82%

Gated

Live production readiness

Private file access, audit persistence, external invites, auth hardening, downstream fanout, and live AI runtime still need final approval and wiring.

measured
Ready

Plan and billing

Install fee, retainer, payment timing, and billing summary receipt.

Review

Agreement

Readable contract map with sign and download preview receipts.

Review

Workflows

Demand, response, follow-up, booking intent, and visibility map.

Ready

Messaging

Five cold touches and five warm follow-up touches for approval.

Review

AI knowledge

Facts and opener are visible without exposing the full playbook.

Gated

Launch safety

No send, publish, booking, signature, or charge fires here.

What is already in place

  • Plan, billing, services, agreement, workflows, approvals, AI knowledge, activity, gates, and assistant surfaces exist.
  • Cold outreach, warm follow-up, AI knowledge, website, social, and presentation reviews are staged as six launch approvals.
  • Approval, agreement download, billing, and signature paths return sandbox receipts instead of live mutations.
  • Production readiness and storage preflight APIs explain what is demo-safe, what is locked, and why.
  • Client-demo readiness and production-preflight APIs now separate internal walkthrough readiness from live launch approval.
  • Smoke, gate, and no-CRM-trap verification scripts pass against the local app.

What still gates the last stretch

  • Final client-facing copy sweep and visual QA across desktop/mobile.
  • Approved storage policy, private agreement file placement, signed-link generation, and download audit coupling.
  • Promotion from local dry-run action ledger to approved production audit tables.
  • External invite/auth posture and final data-source review before a real client gets access.
  • CRM, automation, email/SMS, billing, live AI, and calendar/vendor actions remain intentionally disconnected.