Free MeetUp Series
The Client Portal Blueprint
Are you a WordPress freelancer or agency looking for high-value products to offer clients?
I’m running a FREE MeetUp series to show you how to build basic Client Portals to service your clients. The best part is, you can package & sell Client Portals to clients.
Stop dealing with Slack, Jira, and whatever project management tool. Centralize the client experience in the software you know & love – WordPress.
What’s in the Client Portal Blueprint?
Hate to read? Watch above. Hate videos? Read below.
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01. Perfect Portal Start
Week 01: January 4
Portals are hard because you can’t just revert to backup. Learn to configure environments on popular managed hosts. You’ll get a complete workflow to iterate without disturbing your clients.
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02. Ideal WordPress Setup
Week 02: January 11
Configure a WordPress site with a clean admin & UI your clients will love. You’ll learn to use permissions & capabilities to limit client access to only their portal page & assets.
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03. Support Workflows
Week 03: January 18
Integrate chat, forms, and more so your client never feels like they can’t get in touch. We’ll also reviejw basic analytics & automation to ensure top notch support.
Want to learn more? Check out Client Portal Blueprint Advanced.
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