Use case

Onboarding

Give new clients a branded place to start, with everything they need before the project kicks off. It comes with placeholder content and tips built in, so you’re editing a portal rather than starting from a blank page.

Preview the portal Get Client Portal

Included with Client Portal. Already a customer? Jump to setup

What’s inside

Everything a new client needs in their first week, already laid out.

Welcome video
A short hello from you, so the portal feels personal from the start.
Project timeline
What happens and when, so clients know what’s coming next.
Onboarding questionnaire
Embed the form you already use for logins, goals and content details.
Your proposal
Link the signed PDF so the agreed scope is easy to find later.
Brand assets
A place for clients to upload logos, fonts and photos.

When to use it

Use this once a client has said yes and before any design work starts. It works well on its own for short projects, or as the first phase of a bigger portal that you add to as the project goes on. If you build websites, the web design use case shows how it fits with the rest of the project.

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.
Email
Hi [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]