Case Studies

Using Client Portal as a resource hub for a coaching programme

Laura Elizabeth Last update:

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.

A Client Portal used as a student resource hub, showing multiple programme sections with some modules active and others locked as inactive.
Each student gets their own portal. Sections unlock month by month as they move through the programme.

Less course platform, more resource hub

Cheryl's student portals aren't trying to replace a course platform. There are no video lessons hosted inside, no community forum, no progress tracking. Instead, each student gets a personal resource hub where everything related to their coaching is kept in one place:

  • Guides and PDF resources
  • Questionnaires and templates
  • Session recordings
  • Bonus materials
  • Important documents - contracts and invoices

The alternative was files scattered across emails and shared drives. This is tidier.

A graphic listing what each student receives in their Client Portal - guides and PDFs, questionnaires and templates, session recordings, bonus materials, and important documents.

How the coaching portal is structured

The portal follows the MASTER method Cheryl teaches, so the sections mirror the programme itself. Translated from Dutch:

Discuss

  • Intake and welcome materials
  • How to use the portal
  • Meeting scheduling

Research

  • Research guide
  • Questionnaires for projects
  • Templates

Design

  • Design concepts
  • Feedback rounds
  • Style guide materials

Build

  • Development resources
  • Feedback rounds

Launch

  • Delivery processes
  • Client offboarding

Grow

  • Business growth materials

Learn

  • Additional learning resources

Bonus ideas and more

  • Bootstrap resources
  • Additional templates

Important documents

  • Contracts
  • Invoices
  • Project agreements

Controlling what students can access and when

Cheryl uses the inactive status to drip content through the programme rather than making everything available on day one.

“The first module is always available from day one. Everything else is inactive and gets activated month by month. That way students aren't getting overwhelmed before they've even started.”

Students can see what's coming - the module titles are visible - but they can't access the content until Cheryl activates it. It creates a sense of progression, and it means nobody gets six months of material dropped on them in week one.

A section of Cheryl's student portal showing a mix of active and inactive modules - some accessible immediately, others greyed out and not yet available.
Students can see what's coming, but can't access it until Cheryl activates it.

A note on the inactive status

This is a simple but useful application of a feature that's often overlooked. The inactive status isn't just for 'coming soon' content - it's a straightforward way to pace a programme without needing any automation or third-party tools.

Is Client Portal right for your course?

Client Portal isn't the course. It's the hub. For Cheryl, the teaching happens through calls and other materials - the portal is just where everything lives.
Whether it's the right fit depends on what you need:

Client Portal works well when... Consider a dedicated platform when...
✅ Your course is small and fairly linear ❌ You need to host video directly on the platform
✅ You're happy embedding video from YouTube or Vimeo ❌ Progress tracking or certificates matter to your students
✅ You're running one-to-one or small cohort coaching ❌ You're managing a large number of students
✅ You want a hub for worksheets, templates, and resource links ❌ Community features are central to the experience
✅ You want a companion resource hub alongside a course you run elsewhere ❌ You need built-in learner management tools

If you're running something small and linear, or want a clean resource hub to sit alongside your existing course, it's worth a look. If you need progress tracking, certificates, or a built-in community, you'll probably want a dedicated platform - and that's fine.

Why not a dedicated course platform?

Cheryl looked at platforms like Teachable and Thinkific and decided they weren't the right fit.

“Those are too big and complicated for me. Client Portal is far easier to use. It's more intuitive and there is no room for error. My courses are solely one to one. Other platforms have communities and stuff in them that I'm not using.”

Dedicated course platforms are built for scale - lots of students, community features, progress tracking, certificates. If you're running one-to-one coaching or small cohorts, most of that is just overhead. Client Portal does less, which is exactly why it works for this use case.

A side effect worth mentioning

Cheryl teaches her students about Client Portal as part of the curriculum itself. They experience it as users first, then learn to set it up for their own clients.The result: several students have ended up buying Client Portal for their own businesses after seeing it in action.

“Four of my Mastery members have bought Client Portal for their own businesses during their time in my programme.”

That's not a marketing outcome Cheryl was specifically aiming for. It's just what happens when people find something that works.Cheryl Porcelijn, founder of Webdesign Mastery, sitting on the floor smiling and holding her book, alongside her quote: "I teach my students not to use too many tools. Client Portal is one I always recommend because it keeps projects running smoothly, and it's genuinely easy to use."

Want to see a online course portal for yourself?

Have a click around our example online course portal, or download the template and import it into Client Portal to get started.

👉 View the example portal

👉 Download the template

Cheryl Porcelijn is the founder of Webdesign Mastery and host of De Podcast voor Webdesigners.

Laura Elizabeth Read full bio
Laura created Client Portal in 2016 after working as a freelance designer for a decade. Client Portal was born out of the need for a simple tool that allows clients to access their project deliverables. Since then, it has grown into an 8,000+ customer-strong product that helps any service provider, from freelancers to law firms. In her spare time, Laura likes to sew clothes and quilts, play the piano, and hang out with her husband and children.

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