Practical advice on client onboarding, file sharing and looking organised, for freelancers and agencies.
If you've set up Client Portal and then stalled on what to actually put in it, build a client onboarding portal first. It's the portal every client needs, it barely changes between them, and it's the only part of your process that isn't tied to a specific piece of work. It's also the easiest to...
Read moreEarly in my freelancing career, I agreed to design a 4-page brochure. Simple enough. The brief was clear, the client was lovely, and I delivered the first draft on time. They loved it. So much so that they wanted "just a couple of extra sections." And then a few more. By the time we were...
Read moreWhen people first look at Client Portal, some expect it to be a project management tool. Others expect invoicing, time tracking, or built-in messaging. It's none of those things. And that's not an oversight - it's intentional. The problem with all-in-one platforms There's an appealing simplicity to the idea of one tool that does everything....
Read moreSharing files with clients is a daily necessity for most online businesses. Whether you're running a startup, managing a law firm, or heading up a marketing agency, you're likely dealing with various document types, some of which may contain sensitive information. While email used to be the go-to for file sharing, it's now become a...
Read moreThe hardest part of running a marketing agency is... Clients. Yep, clients. Getting them, working with them, and signing off on the finished project ("juuuust one more thing"). Imagine getting on with your work without dealing with the song-and-dance of project management, keeping clients in the loop, and answering the same questions. One thing that...
Read moreI 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...
Read moreWhen 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...
Read moreOne of the best things about Client Portal is that it forces you to really think about your process and the deliverables you're giving clients. Most business owners have a process, but it lives mostly in their heads. They go through roughly the same steps with each new client and give roughly the same deliverables,...
Read moreIn the previous article (check out “Do I still need Client Portal if I have a project management tool” if you missed it) we talked about why project management tools are better to use internally with your team and not with your clients (that’s what Client Portal is for!) But another question cropped up a...
Read moreIf there was one question we get asked the most here at Client Portal, it’s some version of “I already have a project management tool, can I still benefit from Client Portal?” The answer is a big YES! In fact, Client Portal was built as an addition to project management tools, not a replacement. Here...
Read moreAs a digital agency, there are many different ways you can use Client Portal in your business. You can of course use it to keep your client projects organised but there are also a few other use cases that add tremendous value to both yours and your clients businesses. In this article, we are going...
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The template gallery was a big project, so I wanted to use this release to get lots of small but important requests into the product. When I use software myself, it's often the smaller changes that make the biggest difference to my workflow. Hopefully there's something in here that's been on your wish list. I've...
Read moreBack in version 5.8 I said we were going to build a proper template library inside Client Portal, so you wouldn't have to download a file from our website and import it by hand. It's now been released. From version 5.10+ creating a portal happens on a new screen, with your own templates and a...
Read moreQuick one this time. If you let clients register for their own portals, 5.9 adds a small but rather satisfying touch: portals that name themselves using the client's own details. There are also a few fixes underneath, a couple of which are worth knowing about. The new bit: portal titles that fill themselves in Up...
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