
Client Portal
Template Pack v2.0
Calm & easy design projects means happier designers.
Becoming a happier designer means you can love what you do again!
Let’s be real:
design projects
often feel like this...
“The photos my clients submit never end up working for the website design”
“My client’s copy is always terrible!”
“I’m scrolling for days in my inbox during projects trying to find this/that thing my client said”
“My client projects feel so messy & chaotic…”
“I don’t know how to direct my clients through a web design project”
your clients will always
give you better content,
Imagine the calm of knowing
... and having the
confidence to deliver
a higher-quality product
while charging rates that feel good!
50+ DESIGNERS HAVE GOTTEN THEIR OWN COPY SO FAR!
Here’s what some of those designers are saying…
HOW TO FIX IT:
teach them to give you good content
Just like us when we first built our own website, ––we didn’t know what to put on the pages either. So really, what did you expect from them without some guidance first??
With my template system, you can use it to teach your clients how to give you better content so you can deliver a better end-result with a more transparent & high-touch experience.
INSIDE YOU’LL GET:
-
NOTION:
Updated to v2.0 in Feb. 2024
1 set of tutorials & templates for Notion (doesn’t need Google Docs)
13 tutorial videos, including:
how to customize the portal space & get creative!
1 Client Resource Hub doc you can duplicate to your account, edit & share with clients
BONUS VIDEOS ROUNDUP:
how to templatize your custom website projects
where to get branded email signatures
client onboarding & offboarding in Dubsado
creative ways to use Dubsado’s forms
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Add the whole system to your Notion (or ClickUp) account in a couple of clicks!
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video tutorials walk you through each piece of the template so you can see everything that’s inside & know where to make your own changes in your copy
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my Client Resource Hub doc - use it in your client offboarding support
bonus lessons & resources for ClickUp or Notion
roundup of extra free resources to help with your client processes
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You’ll still have access to the original version for CLICKUP which includes the following (but is no longer being updated):
1 set of tutorials & templates for ClickUp + Google Docs
10 tutorial videos, including:
ClickUp automations, built into the portal
The power of ClickUp Dashboards (how to make a Client Portal Hub)
includes these additional bonus resource roundups:
adjusting notifications in ClickUp,
how to invite guests to the portal
how to become a ClickUp expert
-
There’s no time limit for how long you have to update your template, or to watch the tutorial videos that come with it!
You’ll also have access to any future template updates & guidance for how to add those updates to your current version if you don’t want to start over again.
What’s inside the portal template?
CHOOSE YOUR OWN PATH
See both systems & take your pick from ClickUp or Notion, then create a centralized template in your account with just a couple clicks.
❶
EDIT THE PORTAL & CONTENT GUIDES
Learn how to teach your clients, in these guides, how to submit good website content to you, …and you will actually get better content!
❷
BOUNDARIES & MESSAGING
Boundaries are built in with project phases, due dates & the messaging system so you can keep clients out of your inbox while you work, but still give them a place to message you if they have questions.
❸
❹
TUTORIAL VIDEOS
Learn how I use this template with clients including, how to edit, share & add to your account ––and start using it with your clients.
Here’s a peek at Version 1.0
…and here’s Version 2.0 👇🏼
Includes the same content, plus some new stuff –all more organized.
TEMPLATES & TUTORIALS
This portal template is right for you IF…
👩💻 you’re a newer designer or freelancer
🫣 you haven’t established processes yet
🧐 you don’t know how to guide clients through content submissions
😩 your clients always submit unusable content
😰 you’re managing projects from your inbox & hate that chaos
😏 you want projects to feel more high-touch
🤩 you want to increase your prices
and it’s NOT right for you if…
block your clients always give you good content
block you don’t need/want any help with streamlining that process
block you don’t want to use Notion
block you don’t want to have a client portal for managing projects
block your clients won’t take the time to complete a lot of homework
block you already know everything & don’t need any help
But, I can’t buy one more thing!
I know –and I totally FEEL that too.
In fact, I’m pretty sure I tell myself that in Q4 of every year, like––
“Katelyn! You’ve already maxed out your Education budget this year.”
––And then I end up like Steve Martin in this clip, where my budget is essentially Bernadette Peters’ character. 😂🤷🏼♀️
But THIS template is more than just another business expense you can write off on your taxes.
This template will help your next project ––& every project after that–– go much more smoothly, saving you time, energy, effort, and sanity.
Let’s be honest… who doesn’t want more of that?!