Website Redesign:
Client Portal Template
Collect everything you need in one place
Brand assets, intake questionnaires, signed contracts, feedback - clients can upload directly to the portal and you can see it all without digging through your inbox.
Share brand guidelines like a pro
The included brand guidelines content page lets you present your client's identity, colours, and typography in a beautifully formatted page - built entirely inside Client Portal.
Keep clients oriented throughout the project
Your clients can see exactly where the project stands at any point - what's been completed, what's in progress, and what's coming up next. No more "where are we up to?" emails.
Deliver a polished handoff
The Launch and Handoff phase gives clients a proper home for their final files, site management guide, and invoice. A clean end to the project makes a good last impression.
Download the template using the button above or click here to see a preview.
This template is built around a web design project and gives your clients a clear, organised portal to return to throughout the project. Rather than hunting through email threads for the latest file or trying to remember what was agreed in the kickoff call, everything lives in one place.
The template covers three phases - Discovery, Design and Development, and Launch and Handoff - and includes a brand guidelines content page built using Client Portal's content page blocks. It's a good starting point for any web design or website redesign project, and straightforward to adapt to your own process.
How to import the Website Redesign template into Client Portal
Once you've downloaded the .xml file above, navigate to your WordPress dashboard and go to Tools -> Import.
Next, choose "WordPress" and click "Run Importer".
Upload the .XML file you downloaded earlier. Then click "Upload file and import".
Tip: You may want to keep the "Download and import file attachments" box unchecked, since you will likely be replacing any file attachments with your own. This will help keep your website leaner.
That's it! For more detailed instructions on importing portals, click here.
Check out even more portal templates that are free for you to download and use in Client Portal
I started setting up my first portal and I have to say: wow! This is so cool. I can't believe how easy it is to add, change, and remove sections on the backend. And WOAH does that front end look professional. You made a very cool thing. Thank you. –Alli Blum, SaaS Onboarding Consultant
Not using Client Portal yet? Sign up now and get this template for free!
Starting from $25/mo. Take the headache out of keeping clients in the loop with a simple way to store project deliverables on your WordPress website.
“I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.”