Guides4 pages
Guides
Client portals.
Deciding whether a client portal is worth it, what to put in it and how to get clients to use it.
In Stack · Client portals →Questions4 questions
Short answers. Each links to the guide with the detail.
Does a small agency need a client portal?
It helps when clients often ask where things are up to, where the latest file is or what you need from them. With a few clients and short projects, a clear email routine may be enough.
Read the guide →What should go in a client portal?
Current progress, shared files, clear requests and the next milestone. Keep internal notes and unfinished work private.
Read the guide →How do I stop chasing clients for approvals and files?
Ask for one specific thing at a time, give it a date and explain what is waiting on it. Agree at the start who approves work.
Read the guide →How do I get clients to use a portal?
Introduce it at the start of the work, have something useful in it on day one and give the client one simple task to do there.
Read the guide →
Guides3 pages
The practice. Works with any tool.
- How to stop chasing clients for approvals and filesMake requests clients can act on, with example messages for approvals and files.
- Does a small agency need a client portal?When a portal helps, when email is enough and how to decide.
- How to get clients to use your portalIntroduce the portal at the start, keep it current and make it the easy option.
Other topics3 topics
More topics.
5 pagesLead follow-upPractical ways for small agencies to manage enquiries, agree next steps and follow up proposals.5 pagesClient managementKeeping client context, onboarding and handovers clear across a small agency.3 pagesRunning an agencyA practical routine for reviewing client work, deadlines, outstanding decisions and ownership.