Building & Selling Client Portals with WordPress

If you build & sell WordPress websites for clients, you know that client communication can lead to a lot of frustration.

You've tried Google Drive, Dropbox, email, help desk solutions, and project management tools, but nothing seems to stick!

You may have heard that your solution is a client portal. Maybe you've tried using Client Portal systems & couldn't get your clients to adapt to the change.

We at AbstractWP have struggled with various Client Portal solutions & want to share our entire process for creating great use client portal experiences.

The best part is that everything you learn from creating a great client experience can be sold to your existing clients! Accountants, salons, custom retailers, and numerous other SMBs don't need a website - they need a client portal!

WHAT YOU'LL LEARN
Preview images of what we are building on the AbstractWP Blog.

• -Client onboarding: Registering & onboarding your client with forms
• User roles & permissions: ensure your client only gets access to exactly what they need while allowing your team to collaborate
• Custom notifications: Send e-mails & Slack messages to keep your client engaged
• Gathering feedback: Use form systems and ProjectHuddle to track feedback
• Usage analytics: make sure your client is using the portal & completing tasks
• What to put in the portal: documentation, support forms, & actions to drive adoption!

DETAILS
This MeetUp requires zero coding & many of the tools we use are "no code" solutions.

Slides & other resources will be released shortly after the MeetUp.

UPDATE: We will be recording. This is the first iteration & we are using the event for feedback. Therefore, the replay will only be available via RSVP for 7 days.