Use case
Care Plan
Give retainer clients one place for what’s included, this month’s report, and how to ask for help — without another email thread.
Included with Client Portal. Already a customer? Jump to setup
What’s inside
Everything a care plan client needs to stay informed and request work.
Your plan
What’s included, response times and hours remaining.
This month’s report
Updates shipped and what’s coming next.
Support requests
Embed the form you use for small changes and questions.
How-to videos
Training so clients can help themselves.
Renewal dates
When the plan renews and how to continue.
When to use it
Use this for ongoing site care or retainers. Pair it with the website design use case when a build turns into monthly care.
Most of the work is already done
Every template is a one-click import, so there’s nothing to download or build from scratch. It comes with sample copy you can use as it is or rewrite in your own words, plus tips throughout to help with any gaps in your process. All that’s left is making it yours.
Import it
In WordPress, go to Client Portal > Add New and open the Portal Gallery. Click “Use This Template”, and the portal is added to your site, ready to edit.
Make it yours
Work through each section, adding your branding, your files and anything specific to how you work. The sample copy is designed to be used out of the box, so change as much or as little as you like. We’ve added helpful tips and tricks throughout.
Share it with your client
Add your client and send them the link. If you’re not sure what to say, here’s a short email you can copy and adapt.
EmailHi [name], I’m looking forward to getting started on your project. I’ve set up a portal for you where everything will live from now on, so you won’t need to dig through emails to find things. You can see how the project is progressing, what’s coming up next and what’s already been done, and all your deliverables will be there as soon as they’re ready. Here’s the link: [link]. It’s worth bookmarking. Let me know if you have any questions. [your name]
“I finally purchased it, and within days of using it, I had a few project templates created, went live with it, and clients absolutely love it. I should have purchased it much sooner.”
More use cases
Onboarding
Give new clients a branded first step before the project kicks off.
Website Redesign
Run a website redesign project from start to finish.
Content Marketing
Offer blog, SEO, and content marketing services to your clients.
Start with a portal that’s already built
This template is included with Client Portal, along with every other template we make. $199 a year, with a 30-day money-back guarantee.
Get Client PortalFrequently asked questions
“Will importing a template change my existing portals?”
No, it creates a new portal and leaves everything else alone.
“Can I edit everything?”
Yes. Once it’s imported it’s a normal portal, so you can rename, remove or add anything.
“Do templates cost extra?”
No, they’re all included with Client Portal.