The Client Portal Blueprint

Registration Opens October 2nd, 2022.

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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!

Join the waitlist and lock in our introductory price of $495.

What’s in the blueprint?

What’s in the Client Portal Blueprint?

Hate to read? Watch above. Hate videos? Read below.

01. Testing Environment

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

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

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

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

Get clients to register & create a custom onboarding experience that informs & delights. Then automate it!

06. Portal Branding

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

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

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

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.

Join the Waitlist

Join the waitlist now and get the Client Portal Blueprint for only $495.

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