Over the years, I've tried using Trello, Asana, Notion, ClickUp, Dubsado's portal & questionnaires, SuiteDash, and more. It seems I've come full circle, back to using BOTH Notion & ClickUp depending on the client. Here's a peek INSIDE my web design client portal, and how it works so well that I rarely have more than a handful of minimal edits during revision rounds and launch most projects in just 2 weeks!

GET MY COPY OF THE TEMPLATE:
https://www.launchthedamnthing.com/sh...

RESOURCES MENTIONED (some are affiliate links):
*Try ClickUp: https://clickup.com/?fp_ref=katelyn54
*Try Dubsado: https://www.dubsado.com/?c=damn
*Try Notion: https://affiliate.notion.so/damn
Try Playbook: https://www.playbook.com/
*Learn more about Booked Out Designer: https://launchthedamnthing--elizabeth...

⏭️ SKIP TO:
00:00 intro
02:50 Client Portal softwares
03:55 DUBSADO PORTAL
10:53 Playbook: "pretty" file storage
12:21 Using Notion as a Client Portal
12:58 Another Portal Option: HolaBrief

14:14 INSIDE MY NOTION PORTAL TEMPLATE
14:38 Chat Room & Messaging
16:10 Portal Quick Links or Resources
16:40 Project task & homework management
17:16 Project Phases
17:21 Welcome Packet
18:54 Dropbox new client folder template
20:37 Re-establishing Boundaries
21:35 Phase 1: Pre-work (Homework)
26:25 Website Worksheets: the content collection
27:20 Search Engine Optimization
28:59 Your Business & Audience
29:41 Collecting Brand Assets
30:09 Re-establishing the scope
31:00 Website Legalese: Basic Guidance
31:25 Home page content
32:40 About page content
32:51 Services page content
33:11 Contact page content
34:02 Blog page content
34:30 Shop page content
36:27 Shop Inventory content: example
39:06 FAQ page content
39:26 Testimonials page content
40:04 Launch planning: setting a date
41:11 Phase 2: Design Drafts
42:03 Phase 3: Refinements & Revisions
42:13 Phase 4: Launch prep
44:33 Phase 5: Launch day!
45:48 Phase 6: Support period

47:10 INSIDE MY CLICKUP PORTAL TEMPLATE
51:05 Want a template instead of recreating this from scratch