My Agency
PaidWhat it is
The MBOP Agency Suite at /mbop, Phase 1 of the Managed Business Operating Practice (until the MBOP package ships it is visible only to the platform team; members who already created client workspaces keep them): the home for members who run work on other people's behalf, built on the platform client engine so every product shares the same client records. The suite wears the MBOP dress: the My Products rail stays, and a dark purple second menu sits beside it (Dashboard, Pipeline, Quotes & Proposals, Invoices, Presentations, Contracts, Inbox, Clients, Add Client, Approvals, Share Portal, Services & Pricing, Sales & Revenue, Agency Profile, Platform & Compliance; both menus collapse independently; the active item is white and bold). EVERY room in the left menu is live; nothing is a placeholder (Dee, Aug 12 2026). Presentations (/mbop/presentations): the agency's client-facing pitch decks in Dee's Replit design: a slide-deck builder with cover, content, services, and closing slide layouts, a status filter (Draft, Ready, Shared, Viewed), a card/list view toggle, and cover-gradient cards in the deck's accent color. Building a deck is free (name, prospect, contact, then slides with titles, subtitles, body, bullets, an accent color, and uploaded graphics capped for safety); Services slides pull the member's OWN Services & Pricing catalog (honest empty state pointing at /mbop/services when they have none); every text box has the dictation mic. One optional metered action, Generate with AI, drafts a slide's copy from the member's inputs and their real services (credits, silent, refunded on failure, never a price on the button). Sharing is REAL: minting a share link gives the deck an unguessable address a prospect opens with NO account at /present/<token>, the owner sets and extends or revokes the link, every real prospect open increments a true view count and moves the deck Draft to Ready to Shared to Viewed on real events only (the owner's own previews never count). Inbox (/mbop/inbox): everything that happened on the client side, newest first, built only from real recorded events: clients opening documents, approving, discussing, or rejecting quotes and proposals (with their own comments shown), contracts signed, invoices paid, and agency approval requests answered; each row opens the full record; an honest empty state until real events exist. Approvals (/mbop/approvals): every client approval request and answer from the real approval engine in four honest groups (Waiting on the client, Approved, Declined, Not on the platform yet) with when it happened and a door to each client's workspace. Share Portal (/mbop/share-portal): every live private client link in one room: quotes, proposals, invoices, and contracts with their /doc links, honest statuses, real view counts read from each record's stored timeline, an Open door and a Copy-link button; nothing is minted here, it gathers the existing unguessable links. The Services & Pricing room (/mbop/services) is live too: the agency's service catalog (card + list views remembered per browser, grouped by category with search, category and pricing-type filters, and real stat tiles: total, retainers, one-time, catalog retainer value), an add/edit dialog (name, description with the dictation mic, ten categories plus custom-named ones, monthly retainer or one-time, price and unit; a service without a price shows Set your price, never a fake $0), and the REAL Pull from AEP import that reads the services the member priced in their Org Design Cheat Sheets (Revenue Engine section), grouped under their Line of Business, deduped by name, with honest empty states (fully in sync vs nothing in the AEP yet). The catalog feeds the quote and proposal builder: pick a service to fill the line at its standard price, adjust freely, reset to standard any time. Sales & Revenue (/mbop/revenue) is live too, computed only from real invoices: collected this month with an honest growth percent, retainer vs Paid in Full shares from the invoices' own line structures, outstanding with the overdue portion, a stacked by-month chart (3M/6M), lifetime collected, a recent-invoice billing table, and an honest In-House Financing coming-with-billing card. Quotes & Proposals (/mbop/pipeline/documents): quotes and proposals are different objects in one section; + Build asks which one first; the recipient is free-typed or picked from real clients and pipeline prospects; every service line requires name + price + billing structure (one-time/monthly/quarterly/yearly) plus qty and an optional description, all editable per document (lines fill from the Services & Pricing catalog with a reset-to-standard-price affordance, or are entered by hand); the quote document shows number, dates, prepared by, customer and agency blocks, line items, terms, subtotal/discount/tax/amount due, and a signature line; a proposal is a multi-page vertical document with project sections (description, scope, objectives, process, deliverables, payment information) or service sections (executive summary, client needs, approach, scope, deliverables, team, testimonials, timeline, investment and fees, terms, next steps), every textarea with the dictation mic; drafts save for real; list + card views remembered; bulk select archive/delete; Print / Save as PDF via the browser print path. Every quote/proposal carries an unguessable client link (/doc/<token>, no account) where the client answers Approve / Continue discussing / Reject with a dictation-mic comment box, and an activity timeline stored with the record (created, edited, sent, viewed, decisions with comments, each side labeled); approval surfaces the honest Generate-the-invoice next step. Invoices (/mbop/pipeline/invoices): manual creation with no quote required plus generate-from-approved-quote; same three-field lines; honest hand-set statuses draft/sent/paid/overdue/void; REAL Stripe payment links on the Connect foundation (a sent or overdue invoice gets Create payment link / Copy payment link in its three-dot menu once the owner's Stripe account is connected on Get Paid; the client's /doc link then carries a real Pay this invoice button into Stripe's hosted checkout, the money lands in the member's own Stripe account, the platform keeps only the member's Growth Partnership share, and a completed payment marks the invoice paid by itself; not connected yet, the same menu spot opens the shared Connect-Stripe-to-start-charging gate pointing at Get Paid); compact copy-link popup; three-dot actions view/edit/mark paid/payment link/resend link/void/archive/delete-with-confirm; real Outstanding/Collected/Overdue totals from the member's own amounts. Contracts (/mbop/contracts): the agency's contract shelf with TWO starter templates (the Managed Business Operating Services Agreement v3.2 and its short form v3.2, Dee's own MBOS documents, plus the Consulting Services Agreement and Managed Service Provider Agreement, each showing its version; structured editable text with the Services You Will Perform section and standard clauses, clearly marked as templates to review with counsel, not legal advice) or the member's own uploaded PDF (PDF only, honestly); the contract attaches to a client and optionally a quote/proposal, and sending for signature rides the platform's EXISTING e-sign engine (rendered to PDF, private signing link at /sign, full audit trail, signed PDF with certificate delivered to both sides and downloadable from the contract page and the client link). The Pipeline (/mbop/pipeline) is live: the pre-client pipeline with Dee's status flow (Prospect meaning not yet contacted, then Reach out, Presented, Quoted, Follow-up, Signed, Invoiced, Active, and Paused or Ended after Active; the fortune is in the follow-up, so Reach out and Follow-up are the two named heavy follow-up stages), three views remembered per browser (list, kanban with drag between status columns plus a click-to-move status menu, and cards), real per-status counts, search, an Archived filter, and an Add a new prospect form at /mbop/pipeline/new capturing the contact's first and last name, mobile and company phone, personal and company email, the business name, notes with the dictation mic, and a starting status. Each prospect has view, edit, archive (soft flag), and delete (confirmed) actions; reaching Signed or choosing Convert to client creates a REAL client through the same engine as the Add Client flow (an email on the prospect is required, it proves who the client is) and the prospect's Converted chip opens that client's workspace. The pipeline uses no AI credits and, like the rest of the suite, is platform-team only until the MBOP package ships. The Dashboard greets the member by first name with the server-rendered date, names the acting organization and working brand, offers quick actions top right, and shows a deep purple Updates band plus stat tiles built from real counts only (active clients, pending approvals, projects in progress, deliverables ready as approved pages; billing and campaign stats show an honest Coming with billing / Coming with campaigns subline instead of a number, and the revenue chart stays an honest empty state until real revenue flows; no trend percentages, ever). The Clients roster (/mbop/clients) is searchable and filterable in every view (Approved green, Pending amber, Declined and Removed gray) with a card/row view toggle remembered per browser and product icons for the services managed. Add a client at /mbop/clients/new with the email-FIRST stepper: enter their email and the platform is checked for an existing account (the platform OWNER additionally sees an owner-only Pick-from-the-platform dropdown of every member account, with a filter box, that fills the email, prefills everything the platform already knows about that person into the details step (name, phone, and their organization as the company; anything missing is left for the owner to add), and runs the same check; coaches and members never see that list); a match means their account is linked and an approval request goes to them the moment the client is created (they answer from Account > Client approvals, and a My agency block on Account at a glance shows who manages them with a Revoke button); no match still creates the client record with the email stored, and they are linked when they join with that email. Each client has ONE workspace at /mbop/clients/[clientId]: Overview (services managed as checkboxes, notes with dictation, approval history), Website Content (their Website Content Studio projects plus a preselected new-project door), Social Media and Book tabs that say honestly the client wiring for those products is coming, and Files (their export kits and approved-page count). The Agency profile (/mbop/profile) is pulled from the member's working brand (name, color, palette, voice, and logo seed the identity with a visible Pulled from your brand note; every field is an editable override; brand assets live in the brand folder, edited in the Brand Studio, never uploaded here). Settings (/mbop/settings) is the Platform & Compliance area: the member's real MBOP application if one is on file (matched by account email, read-only, else an honest none state with a door to apply), plus Agreement, Tax verification (W-9, W-8BEN, W-8BEN-E with blank IRS form links), Fee receipt pages that state honestly that signing, tax submission, and receipts arrive with the MBOP billing wiring, and the LIVE Get Paid page (/mbop/settings/payouts): the ONE home for Stripe Connect on the whole platform, where the member connects their own Stripe Express account (Stripe hosts onboarding, the payouts dashboard, and checkout), sees their real status (not connected / finish setup / connected / restricted, refreshed from Stripe on every open, never simulated), opens their payouts dashboard, and can disconnect with a confirm; it also states the member's own Growth Partnership share plainly (never called a fee): the platform share of online invoice payments by plan is Build 20%, Studio 15%, Suite 10%, Suite + HootHire 5%, told as the three stories Admission (application), Access (plan), Growth Partnership (share). Creating clients, approvals, and the profile use no AI credits.
What it is for
running client work as an agency: one roster, one workspace per client, approvals confirmed on both sides, and an agency identity on deliverables