The Client Portal Blueprint
Registration is Now Open!
Are you a WordPress freelancer or agency looking for high-value products to offer clients?
I’m creating a one-stop resource to provide all the training and support you need to build, support, & sell client portals with WordPress.
Most WordPress courses teach a business model or technical implementation. These courses currently sell for $1,000 or more. This is a first-of-a-kind course with both technical & business training!
Register now and get the Client Portal Blueprint for only $595.
What’s in the Client Portal Blueprint?
Hate to read? Watch above. Hate videos? Read below.
01. Testing Environment
Week 01: December 7
You’ll learn to test emails, and test performance, without disrupting client workflow. This isn’t a site that can have oopsies!
02. Ideal WordPress Setup
Week 02: December 14
Configure a recommended host to avoid issues or a custom configuration. Budget & calculate the cost of ownership to keep your business profitable.
03. Support Workflows
Week 03: December 21
Integrate chat, forms, and more so your client never feels like they can’t get in touch. We’ll also talk about automating so you aren’t stuck.
04. Custom User Roles
Week 04: December 28
Learn how to create custom user roles to control client workflows making sure your devs, clients, & project managers only see what they need – nothing else.
05. User Registration
Week 05: January 4
Get clients to register & create a custom onboarding experience that informs & delights. Then automate it!
06. Portal Branding
Week 06: January 11
Your portal needs to be on brand. We’ll cover that. We’ll also cover using WordPress actions & hooks to populate dynamic messages & upsells that even marketing adverse people will enjoy.
07. Notification Systems
Week 07: January 18
Use e-mail, slack, or SMS to keep your client informed. We will create custom notification templates and set up logging so your client can never “miss” a message again.
08. ProjectHuddle Integration
Week 08: January 25
I’ll show you why most internal feedback systems fail, how to time block your clients to avoid extra feedback rounds, and how to integrate with the project management tool of your choice.
09. Portal Analytics
Week 09: February 1
I build analytics systems with software that costs $100k per year. I’m going to show you how to track client portal users & leverage that data to iterate & grow your business. The unlimited install plug-in only costs $500 annually.
Pricing
Option 1:
Videos Only
$95
- Pre-order 9 videos
- Lifetime Updates
- Text Transcriptions
- Worksheets
Option 2:
Pre-built Assets
$195
- Everything in 1
- Github Repository
- Spreadsheets
- Automation Recipes
Option 3:
Build Along
$595
- Everything in 1 & 2
- Weekly Q&A
- Facebook Group
Register for the Blueprint
Register now and get the Client Portal Blueprint for only $595.