Part 2 – Ultimate Client Portal System (Systems & Processes)

UCPS Part 2 – Systems & Processes


New Overview video coming soon!

Part 2 is all the systems: how to set up the portal, use it with third party tools like your CRM or scheduler, and tech tips for other parts of the process for web designers.

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 1, where the tech tutorials are for learning how to use Kitchen's software. If you didn't purchase Part 1, use the discount code at the bottom of this page to get access.

What’s inside

  • Module 6: Content Collection & Portal Setup. The portal setup guide with step-by-step checklists for setting up your Kitchen account for web design services. You also get the Content Guide workbook form template, and AI prompts.
  • Module 7: Service Systems & Processes. This is where all the backend systems are, such as tips for using your third-party tools inside or alongside the portal. These systems include email swipe copy, contact form templates, a process map, more Canva templates, Zapier templates, for specific processes, and a lot more.
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 quiz you can use to 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 without taking it if you want. Every answer comes with an explanation, and you can retake the quizzes as often as you want; it will randomize the questions to keep you on your toes!

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.
Don't have Part 1? 
Use the coupon code to grab the Kitchen Foundations tutorials too & just pay the difference.


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