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Three things need your attention today

  • BrandHub
  • Customer portal
  • 2025 to 2026
  • 4 min

One platform, three kinds of portal. This is the one customers see.

READ IN 8 SECONDS

PROBLEM
Customers kept asking for two things: live stock, and a way to just ask about anything their reseller sells them.
DECISION
Ask them. 400 survey replies in one month, plus weekly sessions for eight months.
RESULT
A portal in each customer's own brand that opens on what needs them, and "act as customer" for resellers.

THAT'S IT. OR KEEP SCROLLING ↓

11 slides · ← → to move · swipe on phones

FILE 02 · BRANDHUB CUSTOMER PORTAL
  1. READ IN 8 SECONDS

    PROBLEM
    Customers kept asking for two things: live stock, and a way to just ask about anything their reseller sells them.
    DECISION
    Ask them. 400 survey replies in one month, plus weekly sessions for eight months.
    RESULT
    A portal in each customer's own brand that opens on what needs them, and "act as customer" for resellers.

    THAT'S IT. OR KEEP SCROLLING ↓

    tap right for next · tap left to go back

  2. Quick map. Resellers run their business from BrandHub (opens in a new tab)'s dashboard. Their customers order from a portal of their own. This one belongs to Served.

    Served's white-label portal login: The Branding Club and Served logos over a Served shop front, next to a password form headed You are in the club!

    BHDB for resellers. PCDB and SCDB for their customers.

  3. Their logo, not ours.

    Every customer portal is white-labelled: their logo, their colours, their products. It should feel like their own shop, not like software they were handed.

    same platform underneath.

  4. We asked customers what got in their way. 400 answered in one month.

    400

    survey replies in one month, plus weekly sessions with resellers, warehouse, finance and customers for eight months

    Top two answers

    1. Show me real stock: where it's kept and how much is left.
    2. Let me just ask about anything my reseller sells me: is it in stock, how many, what's it made of?
  5. Resellers had their own ask: "Let me see exactly what my customer sees." So we built "act as customer".

    Logging in as customer: pick a company and a user, then continue as that customer
  6. Your turn

    A customer opens the portal. What should they see first?

    Pick one before you scroll.

  7. A. All their orders
    B. What needs them today my pick
    C. A welcome banner

    B. Lead with what needs a decision. Everything else can wait one scroll.

    Customer portal dashboard greeting Virgil with the three things that need attention today

    Principle 01

    Lead with what needs a decision

    "3 things need your attention today. Everything else is on track."

  8. Statuses in plain words, with a time attached.

    Mobile production tracker: Validating, our DTP team is checking your design for print readiness, usually 2 to 4 days

    "Our DTP team is checking your design. Usually 2 to 4 days."

    Principle 02

    Say what's happening and how long it takes

    A status without a time just makes people email you.

  9. Questions about an order live on the order, not in someone's inbox.

    Order chat on a single order, with messages, an attached PDF and a screenshot

    order chat, with files and screenshots.

  10. And live stock, the top answer? It waits for the warehouse system. Until the numbers are right, the portal doesn't show them.

    Principle 03

    Fix the data before you show it

    A wrong stock number is worse than none. File 04 has the rest of that story.

  11. Guess the number

    your guess: 150

    In one month. People had things to say.

  12. RECEIPT · BRANDHUB CUSTOMER PORTAL

    SURVEY REPLIES
    400
    USER SESSIONS
    WEEKLY · 8 MO
    FIRST SCREEN
    WHAT NEEDS YOU
    ACT AS CUSTOMER
    SHIPPED
    LIVE STOCK
    AFTER WMS
    WHITE-LABEL PORTALS
    PCDB + SCDB

    THANKS FOR ANSWERING

    Four hundred answers. One first screen.

  13. SWIPE UP ↑ Next file: 20 of 30 bug reports never reach a developer

The receipt

Everything this file changed, on one slip.

What I'd do next

Put the shop assistant from the lab into this portal, so new customers can describe their business instead of searching a catalog.

RECEIPT · BRANDHUB CUSTOMER PORTAL

SURVEY REPLIES
400
USER SESSIONS
WEEKLY · 8 MO
FIRST SCREEN
WHAT NEEDS YOU
ACT AS CUSTOMER
SHIPPED
LIVE STOCK
AFTER WMS
WHITE-LABEL PORTALS
PCDB + SCDB

THANKS FOR ANSWERING

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