Introducing Client Portal to your clients
The good thing about Client Portal is that it has a very small learning curve. As opposed to traditional project management software where your clients have to adjust their way of working — Client Portal works around them.
That means, introducing it to your clients is very easy.
At the start of each project, you can set up a portal with all the upcoming deliverables.
Most modules will probably be inactive at this stage. You can activate any modules that you'll be starting with, or anything that your client needs to do before the project begins.
Then, simply send your clients an email introducing them to Client Portal. Here's a template you can swipe:
username
password
I'll also migrate this to your website at the end of the project so you have a central place to come back and reference at any time.
I'll get started now with $your-first-task and I'll have my first update for you on Thursday.
Thanks,
$your-name
And that's all it takes to introduce your clients to their portal. You've now given them a resource that they're not only going to find really useful (especially when they just need that logo file at 2am) but that also hasn't required them to learn any new software.
Jobs a good 'un!