Laura Elizabeth is a designer and the founder of 3 products: Client Portal (a super simple way to store your clients' deliverables), Design Academy (a design course for developers), and Project Pack (sets of templates and documents for freelancers and agencies).
Using Client Portal as a resource hub for a coaching programme
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"Four of my Mastery members have bought Client Portal for their own businesses during their time in my programme." - Cheryl Porcelijn, Webdesign Mastery Hey Reader, Most people use Client Portal for client projects. But Cheryl uses it for something slightly different: as a private resource hub for each student in her six-month web design coaching programme. It's not replacing a course platform. There's no video hosting, no community, no progress tracking. It's just a clean, organised space where each student can find their guides, templates, recordings, and documents - with content that unlocks month by month as they move through the programme. It's a simple idea, but it works well, and I thought it was worth sharing because a lot of people assume Client Portal is only useful if you're delivering client work in the traditional sense. I've written up how she structures her student portals, how she uses the inactive status to drip content without any automation, and why she chose Client Portal over platforms like Teachable. 👉 Read: Using Client Portal as a resource hub for a coaching programme If you're running any kind of training, onboarding, or programme alongside your client work, there might be something in here for you. — Laura |
Laura Elizabeth
Laura Elizabeth is a designer and the founder of 3 products: Client Portal (a super simple way to store your clients' deliverables), Design Academy (a design course for developers), and Project Pack (sets of templates and documents for freelancers and agencies).
Hey Reader, If you've set up Client Portal and then stalled on what to put in it, build the onboarding one first. Most of us sell some version of a core service plus a few extras, or a handful of separate services. But onboarding sits outside all of that. It isn't something you sell, it's what happens before any of it starts, and it runs the same way no matter which service the client ends up buying. That's what makes it the easiest portal to build. It's near enough identical for every...
Hey Reader, Whatever you sell, and however you've structured it, onboarding sits outside all of it. It isn't one of your services. It's what happens before any of them start, and it runs more or less the same way no matter what the client ends up buying. Same contract, same questionnaire, same request for logos and brand files, same explanation of how you work and how quickly you reply to things. You've probably written that explanation eight times in eight different emails. Which is a good...
Hey Reader, A little while back, Cheryl Porcelijn had me on De Podcast voor Webdesigners - her weekly podcast for web designers. It's normally in Dutch, but this episode is in English, and we talked about Client Portal: how it got started, what it's actually for, and some of the ways people are using it that I didn't originally anticipate. Cheryl has been using Client Portal with her own web design clients for years - and more recently as a companion to her course - so the conversation felt...