Use case

Paid Discovery

Offer a clear, productized discovery engagement, with your questionnaire, the deliverables and next steps in one portal.

Preview the portal Get Client Portal

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

What’s inside

A focused portal for discovery — before the big project starts.

Welcome
What discovery covers and how it works.
Discovery questionnaire
Embed the form you already use for goals, constraints and context.
Workshop notes
A place for shared docs and findings.
Recommendations
Deliver the plan and next steps.

When to use it

Use this when discovery is a paid product of its own. See the paid discovery use case for how it leads into a full build.

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]