Not sure what to put in your portals? Start here.
This free workshop walks you through how to plan your client process and turn it into a portal that actually works — for you and your clients.
You'll come away with a clear picture of what belongs in your portals, what you can reuse between clients, and what needs to be unique each time. There's a Google Doc template to fill in as you go, formatted so you can build it straight into Client Portal when you're ready.
It's about an hour. Worth it if you've been staring at a blank portal wondering where to begin.
“Thanks for the bonus workshop and cheatsheets, Laura! The set up has been a breeze and I'm really happy that I made the purchase.”
