Category: Case Studies

Case Studies

Using Client Portal as a resource hub for a coaching programme

Laura Elizabeth

Cheryl Porcelijn runs Webdesign Mastery, a six-month coaching programme teaching web designers her 'Master Method' - a streamlined approach to project management for solo web designers. Each student gets their own private portal as a companion to the programme. Less course platform, more resource hub Cheryl's student portals aren't trying to replace a course platform....

Read more
Case Studies

How one web designer uses Client Portal to keep client feedback under control

Laura Elizabeth

Cheryl Porcelijn has been using Client Portal for her web design clients for the last six years. She's also the founder of Webdesign Mastery and host of De Podcast voor Webdesigners, a weekly Dutch podcast for web designers. Her portal setup is one of the more thoughtful ones we've seen, and there's a lot you...

Read more
Case Studies

How to set up a client portal for a web design project (and a free template)

Laura Elizabeth

If you work with web design clients, you've probably got a rough process you follow for every project. The question is whether your clients can actually see it clearly, or whether it's mostly living in your head and a handful of email threads. This post walks through how to structure a client portal for a...

Read more
Case Studies

Using Client Portal to deliver educational content to your clients (with examples)

Laura Elizabeth

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...

Read more
Case Studies

Case study: See how Christian has used Client Portal as an internal intranet in an Accounting firm

Laura Elizabeth

Christian van ‘t Hof is the marketing manager at accounting firm Contajul Contabilidade and the owner of Brightsol, a web design agency. Christian has been using Client Portal with Contajul since around September 2019. Since Contajul provides everything from accounting, consulting, audits and paralegal services to over 400 businesses, they have a lot of assets...

Read more