Case Studies for Client Portal
Priscilla Rolvers is an organic skincare formulator. Her core business is formulation design. But it isn’t just about formula design. There are many steps involved in her process and she’s found a way to organize her process from start to finish by using Client Portal. It’s really quite beautiful how she has it laid out – let me show you…
Priscilla is using Client Portal to combine the functionality of a personal learning management system with all her formulation design files. Her clients go from phase to phase and have all the information they need in sensible order in one scroll of their mouse. You can see this best in ‘ontwerpfase’ (Dutch for Design phase). There are 6 sessions, a presentation with the product idea drafts, the final formula, and feedback forms.
Priscilla has gone into great detail to share with us how she uses Client Portal.
This format keeps everything organized. And it’s repeatable! So Priscilla can use a template and add client-specific content as she goes.
Two of them told me they felt it to be very professional and it helped them organize a large project in their life.
Yes! Priscilla is getting significantly fewer emails from clients. They can find everything they need in the Portal: their next appointment, Priscilla’s working schedule, all their files, and their homework for the next session. They can even watch recorded videos from their previous sessions.
It’s really nice how you have it laid out for your clients, Priscilla! Thanks for sharing with us!
Enjoy Divine Nature
Jouw natuurlijke verzorgingsontwerper
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