UCPS Part 1 – Foundations
Before you build your client portal, you need to know your way around the "kitchen." (Sorry for the bad pun! 🤭)
Part 1 is all the tech tutorials: how to actually use Kitchen’s software, where the settings hide, and the quirks I’ve tripped over so you don’t have to.
Kitchen keeps improving, so I keep updating these lessons and re-recording or adding tutorials as needed. Check the Course Updates lesson for a feed of what's changed since you last logged in.
Part 1 is all the tech tutorials: how to actually use Kitchen’s software, where the settings hide, and the quirks I’ve tripped over so you don’t have to.
Kitchen keeps improving, so I keep updating these lessons and re-recording or adding tutorials as needed. Check the Course Updates lesson for a feed of what's changed since you last logged in.
How this course works
It’s self-paced and not rigid, so jump to whatever you need help with, whenever you need it. But if you follow the order I’ve laid out, you’ll learn first, then implement. You’ll get comfortable with the platform here, then put it all to work with the systems & processes shared in Part 2, where the copy-and-paste templates live. If you didn't purchase Part 2, use the discount code at the bottom of this page to get access.
What’s inside
- Module 1: Kitchen Basics. Pricing plans, settings, branding, folders, files, permissions, inviting clients, notifications, archives, and templates.
- Module 2: Task Boards, Milestones & Reminders. Task boards, client permissions, statuses, repeating tasks, custom fields, and task cleanup.
- Module 3: Conversations (Messaging). Messages vs. internal notes, schedule send, email replies, threads, attachments, and saved replies.
- Module 4: Embeds & Links. Pulling forms, docs, videos, calendars, and websites into your portal, plus which may need a specific embed link to work.
- Module 5: Docs, Invoices & Quotes. Kitchen Docs, sending quotes, one-time and recurring invoices, and basic payment details.
Each lesson has a tab for Resources and Comments. Resources are course-wide, you can access them from that tab on any lesson. Comments are shown to all students, not private between you & I.
About the Quizzes:
Each module ends with a short quiz so you can test what stuck before moving on. They’re totally optional. If you skip one, nothing beyond that quiz is locked, so you can keep going. Every answer comes with an explanation, and you can retake them as often as you want.
Need help implementing?
Bring your questions to the Club. The Freeloader Fan Club is free, and Insiders (previously called All-Access) gets you more hands-on feedback from me plus monthly calls, beta access to new stuff, and opportunities to provide feedback & help me improve educational content like this course.
Kitchen is actually pretty intuitive for most, so this may go faster than you think!
Now, let’s get cooking! 😂
Now, let’s get cooking! 😂
Don't have Part 2?
Use the coupon code to grab the systems, processes, checklists, templates, or tutorials too & just pay the difference.
Use the coupon code to grab the systems, processes, checklists, templates, or tutorials too & just pay the difference.
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