Portal Welcome Video for Clients

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Get full access to every lesson in Part 2 – Ultimate Client Portal System (Systems & Processes).

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Portal Setup - SETUP GUIDE

New Project Folder from Scratch - CHECKLIST

New Website Projects - CHECKLIST

VIP Day Projects - CHECKLIST

Portal Welcome Video for Clients

Content Guide - FORM TEMPLATE

Customizing the Content Guide

AI Prompts for Content Guide - TEMPLATE

How to use AI + Content Guide

QUIZ: Portal Setup Basics

Booking Process Map

Contact Form Tips - TEMPLATES

Tally Form Template

Kitchen Form Template

Dubsado Form & Workflows

Client Whisperer - GPT or SKILL

Bad-Fit Leads - EMAIL TEMPLATES

Breely Basics

Make an Availability Calendar

Manually Create New Kitchen Folders

Auto-Create New Kitchen Folders - ZAP TEMPLATES

Sync Breely Clients to Portal - ZAP TEMPLATES

Website Redesigns: SEO Updates Tracker - TEMPLATE

Client Reviews - FORM TEMPLATES

For Clients: Resource Hub - TEMPLATE

Organizing Tally forms

Tech Options: Recording client tutorials

Getting Website Feedback

Web Designer Tech Stack Roundup

Basic Support Ticketing in Kitchen - SETUP GUIDE

QUIZ: Systems Basics

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Canva Templates

Using Aliases in Google Workspace

Resources: Email Signatures, Dubsado, & Website Templates for Clients

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