It’s tough to stay coordinated with your clients when juggling multiple Google Drive links, internal Asana boards that are hidden from them, and numerous other tools.
It’s work just to get to get to the work.
Then a client hits you with – “What else do you offer?”
They’ve checked your website, but they already love working with you and want more. What they want is a menu of your services, not more marketing materials.
By the time you get back to them the moment has passed. They say they’ll take a look at whatever you sent them later.
We’ve been there. Done that. Suffered.
It’s time to integrate a helpful client portal into your client management, and in that client portal, make it easy for your clients to see what else you offer.
All through your own website sub domain:
- File Sharing – Replaces Google Drive or Dropbox
- Tasks – Replaces Todoist, Asana, Monday if you’re not a power user
- Services Showcase & Detail Storage – Let your clients raise their hand when they want other offerings. Instantly get a notification if a client is interested
- Embed Your Reports / Links – Embed your AirTable, Looker Studio reports, Figma designs, or link externally to anything that doesn’t have an embed
All while being entirely branded to your colors and logo. Even any emails sent come from your domain with your colors.
Let’s take a look at what these features actually look like:
File Storage & Branded File Sharing
Tasks, Reminders, and More
Services Showcase & Interests Alerts
Embed Reports, Tools, and Create External Links
“Sounds great, but the LAST thing our clients want is another login“
No passwords needed.
A good client portal does not use passwords. They are asked for their email and the system sends them a code for access. That’s it.
All you need to do is make sure their email is in the system.
“Is it really worth it to centralize all of this”?
The benefits compound over time. Having all your client’s details in one accessible location only grow as clients come and go.
It also empowers your clients to access their information easily, even when they’re not actively working with you.
This is the real game-changer…
If a past client suddenly needs something from their portal, they can retrieve it at their convenience.
While doing so, they’ll be just one click away from your service showcase, allowing them to see your current offerings.
In contrast, if they merely bookmarked a Google Drive link, they wouldn’t be exposed to any marketing at all.
A centralized, branded portal reflects professionalism and organization, making it easier for you to manage multiple clients and projects.
It’s time to evolve from the chaos of scattered tools and links to the streamlined efficiency of a client portal.
Your clients will thank you, and your business will thrive.
Try Sydnee Client Portals
If you’re interested in trying out our solution, Sydnee Client Portals, start your free trial by clicking here.
Our team built this client portal system to use for our own marketing agency and it’s really changed the game for us.
We only recently turned this internal tool public and the feedback has been amazing so far. We are proud to say we just passed 500 sign ups.
