Today, I want to talk about the Block Editor, what it is, and why we are moving to it for the Client Portal.

What is the block editor (also known as Gutenberg)

The block editor lets you edit your website by dragging and dropping elements, or blocks, onto your screen and creating layouts in a WYSIWYG editor.
(Fun fact: the Block Editor was introduced in WordPress 5.0, and Client Portal will transition to it in Client Portal 5.0. Coinkidink!)

Here's what the block editor looks like:

Compared to the classic editor:

(Image source: ​Themeisle​)

If you want to learn more about the block editor, here's an excellent article by ​Themeisle​ which gives you an overview.

Why did we decide to recreate Client Portal using the block editor?

It's always been a dream to have portals editable in real time without using the classic editor, save, preview, etc.

Until now, the only real option was integrating Client Portal with popular page builders like Elemetor.

In fact, that has probably been the most frequently requested feature since day 1.

The reason we have never – and don't plan on – integrating with page builders is simply because we can't justify the extra support overhead with such a small team.

There's also the question of which page builder(s) to support, and I fear it would open the floodgates to integrating with too many.

The other option was building our own, which we did consider.

But when talks of Gutenberg started floating around, it seemed like the perfect compromise.

While Gutenberg doesn't (currently) rivel page builders, it's going in the right direction. The fact that this is now the default editor for WordPress makes it not only a good idea but also pretty critical that we build Client Portal this way.

The block editor takes a bit of getting used to, and I'm not going to lie; sometimes, it feels a little clunky. But I like the possibilities it unlocks, specifically the idea of saving reusable block templates (or patterns).

So that's why we chose the block editor and why we have never integrated with page builders.

I can't wait for you to try it soon!

Today, I wanted to update you on our progress for Client Portal 5.0.

While we had high hopes for a full release by the end of January, that sadly didn't happen.

We ran into some unexpected roadblocks with integrating the content pages, pushing us back.

The good news is I got word from our developer that she is over the biggest hurdle, and we're confident that we can launch our first Release Candidate around February 14th or shortly after.

What is a Release Candidate?

Release Candidate (RC) is the next step above a beta version. It means that the new version is most likely ready to release, but we are doing a softer launch in case any significant bugs emerge.

This means that when Client Portal is in RC state, it is safe to download it from your account, but we strongly recommend not installing it on your production website.

Instead, you should install it on a staging website and check for no significant bugs or conflicts with other themes or plugins. If you notice anything that's not right, we will give you a way to submit a bug report for us to investigate.

Ultimately, the more people who test it, the better.

The beauty (and curse) of WordPress is that every set-up is unique, and different combinations of themes and plugins can cause unexpected problems.

We would like to iron out as many as we realistically can before the final release.

So much work is going on behind the scenes with this new update. Most of it is un-sexy, but there is great momentum.

Finally, I'm sorry for keeping you waiting even longer; I know many of you are waiting for the new version before creating your portals. Ultimately, we are trying to avoid causing any widespread issues with this release. I appreciate your continued patience and promise it will be worth it!

That's it for this update. If you have any questions or want to try out the new version with InstaWP, email us, and we'll be on standby to show you the ropes!

Today, I want to talk about our plans for the next 12 months of Client Portal.

It's January, so many of us are thinking ahead, and I've had a lot of questions from those who want to know our next focus after the release of CP 5.0.

2023 was a tough year.

With the cost of living crisis across most of the world, we definitely noticed the effects at Client Portal.

That, and investing a significant amount of time, money, and energy into this new version, felt like being hit from both sides.

But the phrase I kept in my head throughout 2023 was, "Great companies are made in a recession".

When the economy sucks, invest in your product so that when it inevitably stabilises (it always does), you're ready to hit the ground running.

And over the last couple of months, I've noticed things are already improving for Client Portal and the people around me.

So, as we move into 2024, we are starting the year strong with this brand-new version of the product (which we are still on track for release this month).

Afterwards, we will take a couple of months away from building features so we can:

• Be on call for any questions, suggestions, or problems customers have with the new version
• Update all (!) our help documentation
• Have a rest – it's been a busy year already!

When we are confident the new version is as perfect as it can be, we will switch focus to the two things we all feel are the missing pieces of Client Portal.

These are:

1) Making Client Portal work with other software using webhooks

This is the big feature for most people.

If we can create an API, it will allow you to use Client Portal with, theoretically, any other software.

That means you could automatically send an invoice to Client Portal. Or create a new portal when a proposal gets accepted, or a deposit is paid.

The possibilities are endless, and this is a crucial feature missing from Client Portal.

2) Stripe integration

The WooCommerce integration is one of my favorite features of Client Portal. The ability for people to purchase a portal opens so many doors.

Not only can clients purchase access to a portal when they pay a deposit, but you can also use Client Portal to sell mini-courses, downloads, information packs, and more.

Here's an example of some bonuses I gave away as part of our Black Friday deal. It included digital downloads and video workshops.

While this was a free bonus, it's certainly something I could have charged money for and with the Stripe integration, people could buy this portal and all its contents directly from my website.

Other than those big features, there are some minor tweaks that we want to make to the product from a UX standpoint. This includes making portals and content pages easier to organize and expanding some of our existing features (like notifications) to make them more flexible.

I will also continue to create more example portals that you can use as inspiration when creating your own portals. You can see our latest example of a health coach portal here.

So that's our plan for 2024. I'm excited for a great year ahead, and I hope many of you will continue to stick with me on this journey.

Next week, I will discuss WordPress Blocks, the basis for CP 5.0. We'll go through what they are and why we decided to go this route over others we could have taken.

Today, I want to share with you four mini-features that are coming with this release. These may seem small, but they’ve been requested repeatedly and, honestly, are things that should mostly have been doable before now.

Mini-feature #1: A fully editable, customizable menu

This is something we get asked about all the time. While we have a workaround to edit the menu, we’ve been aware for a long time that this needs to be more ‘point and click’ editable instead of ‘paste this code’ editable.

And now it is! You can add menu items, remove them, change the wording, URL’s. You can even add a call to action button and social icons!

Finally, eh?

Mini-feature #2: Move modules into different phases

While you’ve always been able to re-order modules and phases, until now, we have never had a way for you to move a module from one phase to another without recreating it.

Mini-feature #3: Merging the links and URL module

When I first created Client Portal, each module could only link to one URL (we didn’t even have file uploads or content pages!). The idea was a beautiful, branded bookmark-style portal.

As the product evolved, we got asked how to add multiple links to the same module to keep portals leaner. So we added the option for multiple URLs, but this was a totally separate module type, which didn’t make much sense.

Now we’ve consolidated these, so we have one URL module type – and you can simply add as many URLs as you like.

Mini-feature #4: Custom logo size

The final mini-feature is you can now add a custom logo size. Before, you had to upload either the exact size you wanted, or we set it to out default 270px width.

Since I use Client Portal a lot myself, I always found it frustrating trying to get the perfect logo size for my portals. So this mini-feature is one I’m particularly happy about.

Now, you can set a custom logo size directly in Client Portal. Hooray!

So those are the four mini-features that are coming with Client Portal 5.0.

The truth is, a lot of these features aren’t sexy. But I think it’s the little details like this that can make or break a product.

We’ve been so focused on the bigger features that these have fallen by the wayside. But now I truly think Client Portal is good enough that we can start to tweak these details.

And I’m sure many of you will be more excited about these mini-features than if we announced something flashy.

Next week, I’m going to be talking about what’s next for Client Portal in 2024, and our focus after 5.0 is in the wild.

Today, I'm going to share an update on the beta program (which is live right now!) and how we're running it.

We've opened the beta to a small group of 48 customers. Of those, 21 have created portals with the new block editor via ​InstaWP​.

(InstaWP allows us to spin up fresh installs of WordPress with Client Portal already installed in just a few clicks. It's pretty cool, and I'm pleased we decided to give it a spin).

Our goal is to get first impressions of the new version. We want to see if any glaring issues need to be addressed before we start releasing it to small batches of existing customers.

I'm putting all the responses into a spreadsheet so our developers can go through and address anything that needs to be looked at before the release.

Doing this has got me thinking about feedback's vital role when building a product.

It has been a big part of Client Portal since the pre-sale in November 2016.

Despite Client Portal being something I made for myself, I've always tried to include as many different touchpoints as possible to learn about what you use it for.

From automated emails asking, "Why did/didn't you buy?" to surveys and even 1-1 interviews, I've found feedback crucial to product development.

How we prioritize feedback to build the best product for you

Collecting feedback is one thing. But analyzing and acting on it is trickier.

While adding every feature request we get is tempting; I know that it can quickly muddy the waters and turn Client Portal into an unnecessarily complicated product.

One of the – if not the – most significant selling point of Client Portal is its simplicity. The fundamental idea of the product is to allow you to use the tools you already know and love but keep them in a single, beautiful, branded portal.

We need to be careful to stick true to that goal. And that means considering everything we do with the product. We must find the balance between being responsive to what you want to see and protecting the product's simplicity.

With that in mind, we developed a set of three core principles at the heart of every update we do to Client Portal. These are:

1) Client Portal is client-friendly. Client Portal should have virtually no learning curve for your clients. They log in and go. Unlike project management tools, which are great for your team internally but overwhelming for clients – Client Portal is something your clients will use.

2) Client Portal is beautifully designed out of the box. Every portal should look perfect with minimal effort from you. Since I have a background in design, I'll do the hard work of making sure your portals look great – all you have to do is add a logo, your brand colors, and go. Your portal will fit seamlessly into your website without spending hours customizing it.

3) Client Portal will free up your time and make you look good. Client Portal aims to eliminate any "where's that file you sent me?", "what's the latest on the project?", "where's my invoice from 1989?" emails. Your clients can find everything they need in their portal, which acts as that little extra bit of polish to help you stand out from your competitors.

Every new feature we ship must adhere to at least one of these principles.

With Client Portal 5.0, we're redoing the entire product to make portals faster, easier, and more fun to create.

Based on feedback, we are on the right lines.

So that's a bit about how we're using feedback loops in the beta and also in the product in general.

I'm grateful for everyone who takes the time to provide feedback on Client Portal – good or bad – because, to me, that shows you are invested in the future of the product and that you see its value.

Next week, I will share three bonus improvements that will be available in Client Portal 5.0. These are some 'happy accidents' that we've wanted to implement for a long time but became super easy now we're using WordPress blocks. Stay tuned!

This is the second behind-the-scenes email for Client Portal 5.0. Today, we are talking about something that (IMO) will end up being the favorite feature of Client Portal 5.0.
 

Introducing: Reusable Patterns 🎉

 
Until now, every portal has needed to be custom for each client. Which, as you know, can take a long time to keep on top of. Especially if you need to update one common asset throughout multiple portals.
 
Using WordPress blocks, we can now save individual portal sections as a pattern. Then, update the pattern once and have it updated everywhere.
 
So you can create a single portal with a mixture of unique and global elements.
 

Here it is: a first look at the new block editor coming in Client Portal 5.0. This is currently in beta and due to be released by mid-January 2024.
 

 
In this video, we cover:
 

• What the new editor looks like from the backend
• How to style each block
• Editing the menu
• Embedding videos
• Changes to the project status blocks
• Rejigging the layout of your portals

I remember getting my first MacBook.

I was 17 and had just started a course in graphic design. Like many people, we didn’t have a lot of money growing up so I never had the latest, well, anything.

But my mum was adamant that I needed a laptop for college. And not just any old laptop, it had to be an Apple Mac.

Back then, MacBooks weren’t yet commonplace for your Average Joe. They were industry-standard machines for graphics and film.

So getting one at 17 was a pretty big deal.

We took the train into the city and walked into the Apple Store (you didn’t even need an appointment) and my mum bought me the most beautiful MacBook with a pink case.

I remember walking out of the shop feeling so excited, proud, and grateful. I couldn’t wait to get my new machine home and start my journey to becoming a World-Famous Graphic Designer.

These days, buying a new MacBook isn’t quite as exciting.

Every few years I start to yearn for a new machine that has some feature that I’ve decided I cannot live without. So I made the decision to buy the latest, greatest MacBook. I like to delay my gratification so I make myself wait and try to recreate some of the initial excitement of my younger years.

Except it never works.

There’s something about ordering a MacBook online that falls a bit flat. I’m at my house. I fill out a shipping form, enter my credit card details, click “Purchase” and then I have to wait 3-5 business days and hope I’m at home when the delivery guy arrives.

Paying money and not getting anything immediately is underwhelming.

And it’s not dissimilar to hiring an agency and paying a deposit as a client.

You go through the sales process, get all excited about the future of your business and decide you’re going to commit.

You then pay a deposit and… crickets.

How can you turn paying a deposit into a better experience

Most service providers aren’t able to start new projects right away. In all likelihood, there will be a bit of a wait before the project kicks off.

So you need the client to pay their deposit to secure the space in your calendar and help with company cash flow.

But paying a deposit is always somewhat underwhelming. You pay a decent chunk of money and have to wait potentially months to see anything back.

So how can you turn the experience of paying a deposit into something that taps into the dopamine hit that someone gets when committing to something new?

The deposit stage is a perfect opportunity to give your client something tangible that will get them closer to their goals AND help you in the process.

Here are two things you should do when a client pays their deposit:

1) Reach out to them personally as quickly as you can welcoming them to the project, introducing them to your team, and telling them what to expect next.

There’s nothing worse than paying a deposit and not hearing anything from the team. You don’t want to give the impression that you are responsive during the sales process but not after you’ve closed the deal.

Having a (mostly) templated email ready to go and spending a couple of minutes personalising it is an exercise that would take a few minutes but benefit you and make your client feel like a priority.

2) Give them something tangible as a deliverable immediately

Part of the reason buying a new laptop isn’t as exciting these days is because I’m not walking out of a shop with a box in my hand with the items I’ve just paid for inside.

It’s the same when paying a deposit. Many clients are investing a decent portion of their revenue into you – hoping that you will help them solve whatever problem they’re currently facing.

So if you can give them something tangible – preferably on the payment confirmation page (or shortly after) this will help reinforce that they made the right decision in hiring you.

What you can offer your clients as an immediate deliverable after paying a deposit

The deliverable doesn’t have to be anything elaborate. In fact, it shouldn’t be because they’re hiring you for custom work, not some cookie-cutter solution.

Some things you can offer include:

• A Getting Started Guide which details how the process works, frequently asked questions, and any next steps
• Any preliminary work that the client needs to complete before the start date. This could be a more detailed questionnaire or an invitation to any collaboration tools you use.
• Educational resources that give the client a deeper understanding of what you do and how it could help benefit their business (e.g. a beginners guide to SEO, if you’re an SEO agency)
• A welcome video
• A PDF checklist or useful cheatsheet

Client Portal is the perfect first deliverable for your clients

One of the more under-the-radar benefits of Client Portal is how it can turn paying a deposit into something exciting and useful for your clients.

You could automatically create a portal for your client as soon as they pay their deposit. This portal could include any (or all) of the above deliverables along with an insight into what else will be available when you start your project.

For example, say you’re a web designer and have just landed a new client. You could give them a portal that looks like this:

In this portal, your client would have access to:

• A welcome video and getting started guide
• A series of intake questionnaires for them to fill out
• Cheat sheets on how to make the project work even better for them

The greyed-out sections would be the upcoming deliverables like the prototype and style guide. They can clearly see at-a-glace what to expect.

👉 Check out the live example of this portal here

By using Client Portal, you can flip the underwhelming experience of paying a deposit on its head and give your client something that they weren’t expecting and that they will find helpful throughout the project and beyond.

When you build in little bits of delight like this throughout your project, it sets you apart from any other service provider they’ve worked with.

Interested in using Client Portal to give your clients a deliverable like this? Give it a try today! We have a 30-day refund policy so if you try it and it doesn’t work for you, you get your money back.  Check out Client Portal here.

Client Portal is an excellent tool to use. It takes the hassle out of constantly thinking "did I forget something?" when onboarding a new client, not to mention it saves time and mitigates frustration during the project.

–Sidney Johnson

“Within days of using Client Portal, I had a few project templates created, went live with it, and clients absolutely love it! But I love it the most because it keeps them on track, keeps everyone organized, and is so easy to use. I should have purchased it much sooner!”

–Rob Marlbrough

When it comes to high-value client projects, getting the documents and deliverables right is crucial. You don’t want to go overboard with too much information (and you don’t want to include fluff documents), but you do need to give your client everything they need to trust that you’ve got this.

High-value projects are often fairly custom. So deliverables might not always be the same for every client. But there are a handful of documents that should be included in every project.

In this article, I’m going to go through ten (plus one extra bonus) of the most crucial documents that you need in your service business.

These documents will not only make everything smooth sailing for you and your clients, but they’ll also prevent scope creep, help you collect marketing assets (like testimonials), and provide opportunities for some extra revenue.

So with that in mind, here are my top documents that every service business owner working on high-value projects should have in their arsenal:

1) Intake Questionnaire

An intake questionnaire is a series of questions you will ask your clients to ensure you have all the information you need for the project.

You can use your intake questionnaire to pre-qualify your client (make sure they’re a good fit for you) and to gather any project-specific information that you might need.

But not only that, a good intake questionnaire should also provide some insight to you as the business owner into how your client found out about you, and what led them to hire you over anyone else.

This kind of information is invaluable, and the more touch points you can create to gain these kinds of insights will pay dividends throughout the life of your business.

2) Project Brief

Every project should have a short project brief – ideally written by you and signed off by your clients – to summarize the goal of the project, along with the expected deliverables and outcomes.

It’s important that you as the service provider write this brief (even if your client has already provided one) because you want to make sure that you understand the project fully and that both you and your client are on the same page.

Often your client will make tweaks to the brief and fill in any gaps that hadn’t come up during the intake process. The aim is to reduce the risk of any crossed wires, or incorrect assumptions that could be costly down the line.

3) ‘Before we begin’ Checklist

There are always going to be things that you need from your client before starting a project. Things like the completed intake questionnaire, login information, brand assets, research, and so on.

It’s best to collect everything you need in one go at the start so you can hit the ground running and so you’re not bombarding your client with requests throughout the project (which can end up delaying the whole thing). A simple checklist will take a few minutes to put together but is invaluable.

4) Meeting Agenda

Meetings are inevitable in most service businesses.

(Ugh, I know).

But having a clear meeting agenda template will ensure that no meeting is wasted. Both you and your clients will know the goal of the meeting, along with any talking points or questions.

You can keep meetings lean with accurate timestamps so you’ll never find yourself going over the allocated time.

Then, after the meeting, you will both have a copy of any meeting notes and action points to reference.

5) Proposal

For custom projects, proposals are necessary. You can’t always know the cost of a project until you’ve gone through the requirements and laid them out.

But even if you’re doing fixed-scope projects – and the only thing you change between clients is the name on the front – having a clear proposal that you can send is still a good idea.

Not only will your client know exactly what to expect, but it also gives you the opportunity to include any add-on or related services that your client may want to consider. Never underestimate the value of an upsell!

6) Contract

Contracts are a vital part of your service business. But they don’t need to be overly complex or scary. Having a solid contract shows that you’re a professional who is committed to protecting both your and your client’s best interests.

7) Statement of Work

A statement of work is a document that outlines every project deliverable, along with payment terms, and timelines. You would typically send this alongside your contract to be referenced throughout.

A statement of work is a short but useful document for both yourself and your client that helps keep the project on track and prevent any kind of scope creep.

8) Getting Started Guide

A getting started guide is a welcome document that you send to your client after the deposit has been paid.

It gives them all the information they might need about your company and what to expect. It can include things like frequently asked questions, what the client can expect of you, and what you expect of your client. You can also include information about complimentary services you offer, along with things like your referral program (if you have one).

9) Process Chart

A process chart can be included in your getting started guide but we recommend having it somewhere separate also.

A process chart outlines every step of the project along with who is responsible for each deliverable.

Remember, even if your client has worked on this kind of project before, they may not have worked with you before so the process might be different to what they are used to.

10) Offboarding Questionnaire

An offboarding questionnaire is often overlooked by service providers. But it’s a really valuable one for you as the business owner.

This would include any questions that could lead to a decent case study or testimonial, along with insights into other needs your client has that could potentially turn into future work for you.

You don’t have to send your offboarding questionnaire at the end of the project. You can send it at any time (or even send more than one) to collect relevant information and testimonials throughout.

You can also send these on autopilot with a simple email nurturing sequence in your email service provider (ESP).

Ultimately, you’re trying to create as many different touchpoints for you to collect data, research, testimonials, and feedback as possible. All of these things are necessary if you want to grow your service business using something other than luck.

11) BONUS: Services Guide

An extra document that you can include is a services guide for your clients.

This would include a list of all the different services you offer, what’s included, and ideally the cost to your client.

The idea behind this would be to use it as an upsell either during the project, or shortly after.

Remember, clients who have already paid you money are much more likely to pay you more – especially when they’ve seen first-hand how great you are to work with.

Putting these documents and templates together

These documents can take some time to put together. But remember you don’t need to do it all at once. If you dedicated an hour or two to create just one per month, you’d have the whole set in less than a year.

However, most agency owners don’t want to wait that long – or even spend the limited time they have putting these documents together.

If that’s you, you might want to check out Client Portal's sister company, Project Pack. We're working on a big update that will give you all of the above, and more, for less than the price of a dinner out for 2.

In this article, we are going to delve into one of the most effective strategies to attract potential clients: creating educational content (also known as lead magnets) to showcase your expertise and build credibility with your clients – or potential clients.

We’re also going to go through how you can use Client Portal to deliver this content and set yourself apart from your competitors.

Let’s start at the very beginning (it’s a very good place to start)…

What do we mean by educational content (or lead magnets)

Educational content or lead magnets are useful resources that you can offer your target client to help them learn about a topic that you are an expert in (and that you have a service for).

This includes things like:

• Articles and blog posts
• Videos
• Webinars (live or automated)
• Infographics
• eBooks
• Online courses
• Podcasts
• Tutorials
• Quizzes and assessments

There are two things that you want your educational content to do:

1. Convert your (unqualified) leads into (qualified) prospects
2. Convert your (qualified) prospects into paying clients

Intermission: What’s the difference between a lead and a prospect?

Before we go any further, let’s get a few quick definitions out of the way:

Leads are the people at the top of your sales funnel. These are people who may be aware of your company and/or the problem they need solving but are not yet qualified as being a good fit.

Prospects are leads who have been qualified. This means they are confirmed as being a good fit for your service and are likely to buy.

Clients are people who have bought your service and those you are actively working with.

Got your popcorn refill? Had a bathroom break? Let’s get back to it:

For most service providers, educational content is the first part of your sales funnel.

And with this educational content, you want to give your clients as much information to be able to do the service you sell… by themselves. This might seem counter-intuitive – like you’re talking yourself out of a job – but by doing this we’re doing two important things:

1. We’re weeding out any clients who may not be a good fit for your services right now. Typically these are clients who have more time than money. They can’t afford your services yet so would be better off DIY’ing it rather than wasting your time creating proposals that are out of their budget. (But since you’re providing so much value, when they are ready to hire someone, you will be first on the list).
2. We’re showing the clients who are a good fit how much expertise we have. We want our potential clients to trust that we can do the job better than anyone else. And we do that by openly showing them not only how much we know, but also that we are able to communicate what we know in an easy-to-understand way. Ideally, they will see all the work that goes into a project and ‘Nope!’ right out of doing it themselves.

Making your educational content stand out

You’re not going to be the first to provide educational content as a way to get more leads and clients. It’s something that many service providers already do. And with the rise of AI, producing this content is easier and faster than ever…

…But easier and faster does NOT mean better.

You need to be better.

No, you need to be the best.

You need to provide the best, most useful, out-of-this-world educational content that you can.

Because if you don’t, it’s just not going to be effective.

So don’t let AI bots write your content, it needs to come from you and it needs to be good.

And if you’ve got that, you’re already miles ahead of 99%* of educational content out there.

*a totally made-up statistic, but you get the point.

But what else can you do to stand out?

What if, not only do you have the best content out there, but you also delivered it in a beautiful, state-of-the-art portal 🤩

It goes from being “Meh, just another lead magnet” to “WOW, this is like a proper course/product that I would literally pay money for!”.

Top five educational content ideas and portal examples

Let’s see how this looks in practice. Here are five examples of portals you could create to deliver an exceptional lead magnet to your potential clients.

Example 1: The Fundamentals of Bookkeeping Portal

This portal takes your leads through the fundamentals of bookkeeping. You could include a jargon buster cheatsheet, software comparison and recommendations, and a monthly accounting checklist.

Example 2: Proven Copywriting Formulas Portal

This portal outlines ten effective copywriting formulas to help businesses boost their conversions and sales. Each module would be all about one formula, and you could break it up into categories (or Phases, to use Client Portal terminology 😎).

Example 3: The SEO Toolkit Portal

This portal could be a curated list of tools, apps, and resources that can streamline the SEO process. You could also use affiliate links to add a bit of extra revenue to your business.

Example 4: Avoiding Common Legal Pitfalls Portal

This portal could be a mini video course educating potential clients on common legal pitfalls they might encounter in their daily lives and providing advice on how to handle them proactively.

Example 5: Discover Your Life Purpose Portal

This portal would guide individuals through self-discovery exercises to identify their life purpose and set meaningful goals. This could include videos, workbooks, prompts, and cheatsheets.

How to set up educational portals in Client Portal

There are a couple of ways you can set up educational portals depending on how premium you want these portals to feel.

1) Have your leads sign up via WooCommerce

For a truly premium experience, your lead magnet could be displayed as a fully-fledged product in WooCommerce. You would set the price to $0 or even a discounted price ($49 FREE!) to really show off its value.

Each lead would then be able to log in to the portal through your website and you can pass their email address over to your email service provider to add them to your email list. Here’s how to use our WooCommerce integration.

2) Have your leads sign up via your Email Service Provider

An easier way to achieve a similar effect would be to use your regular email opt-in form (MailChimp, ConvertKit, Active Campaign etc.) and simply send your new subscribers a link to the portal on the confirmation page and/or in the first email.

These are just a few examples of ways you can use Client Portal to create educational portals or lead magnets for your business.

Creating useful assets like these may take some time to perfect, but when you do you will have something that will continue to grow your business indefinitely – and on autopilot.