Featured Resources
The Ultimate Agency Scaling Playbook
Learn the strategies 7-figure agencies use to grow without chaos. Includes SOP templates.
Read Guide
Mastering Client Portals
A 5-part video series on setting up portals that clients actually love to use.
Watch NowWeb Design Proposal Template
Win more pitches with our high-converting proposal structure. Figma & PDF included.
DownloadLatest Updates
Getting Started with Smartyweb Forms
A step-by-step walkthrough of creating your first multi-step intake form.
Advanced API Integrations
Connect Smartyweb to your custom CRM using webhooks and our API.
Client Onboarding Checklist
Never miss a step again with this comprehensive Notion template.
Writing Better Copy with AI
Tips and tricks for prompting our AI assistant to get the best results.
S3 Storage Best Practices
Managing large assets and optimizing costs for high-volume video agencies.
Case Study: BrightSpark Digital
How Sarah Jenkins reduced admin time by 50% using Smartyweb.
Setting Up Your Workspace
Configuring roles, permissions, and initial settings for your team.
White Label CSS Kit
A collection of CSS snippets to fully customize the client portal.
Curated Collections
Getting Started
New to Smartyweb? Follow this curated path to set up your account, add your first client, and launch your first portal.
Start LearningAgency Workflows
Optimize your operations. Learn how to automate tasks, manage large teams, and handle complex client requirements.
Explore WorkflowsStill stuck? We're here to help.
Can't find what you're looking for? Join our community of agency owners or reach out to our support team.
