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Master Your Client Portal - Complete Training Course

🚀 FEATURES - CLIENT PORTAL

Master Client Portal Features to Transform Your Client Experience

Duration
7 Modules
Skill Level
All Levels
Format
Video + Guides
🚀 Get Complete Course

😤 The Client Portal Struggle is Real

You have access to Client Portal features, but you're not using them to their full potential...

🔒 "My Clients Can't Access Their Stuff"

Clients are constantly asking for invoices, contracts, and course materials via email because they don't know how to access their portal or it's not set up properly.

📧 "I'm Drowning in Admin Work"

You're manually sending documents, tracking payments, and managing client communications instead of letting the portal handle it automatically.

💳 "Payment Collection is a Nightmare"

Clients forget to pay, you forget to follow up, and there's no streamlined way for them to access and pay their invoices when convenient for them.

🎓 "Course Delivery is Chaotic"

You're sending course materials via email, managing different access levels manually, and clients are confused about what they have access to.

✨ How This Course Transforms Your Business

Master every aspect of the Client Portal and create a professional, automated client experience.

🎯

Professional Client Experience

Create a branded portal where clients access everything they need in one place - courses, documents, billing, and support.

⚡

Automated Document Sharing

Automatically deliver contracts, invoices, estimates, and course materials without manual intervention.

💰

Streamlined Payment Collection

Clients can view and pay invoices instantly, reducing payment delays and improving your cash flow.

🚀

Scalable Course Delivery

Deliver courses, manage communities, and control access levels automatically as your business grows.

🎓 What You'll Master

🏗️ Portal Setup & Configuration

  • Domain setup (default and custom)
  • Complete branding customization
  • App permissions and access control
  • Email settings and notifications

👥 Client Management

  • Contact and student portal management
  • Granting course and community access
  • Password management and security
  • Automated and manual invitation systems

📄 Document Management

  • Invoice and estimate sharing
  • Contract and proposal management
  • Shared file organization
  • Mobile document access

🎓 Course & Community Features

  • Course delivery and access control
  • Community group management
  • Discussion and engagement features
  • Progress tracking and analytics

🔄 Automation & Workflows

  • Automated invitation workflows
  • Trigger-based access granting
  • Email sequence automation
  • Engagement tracking and follow-up

📱 Branded Mobile App

  • Apple and Google Developer setup
  • DUNS number acquisition
  • App submission and approval process
  • Launching your branded app

📚 Course Modules (7 Lessons)

Module 1: Client Portal Introduction
Foundation

Understand what the Client Portal is, how it works, and why it's essential for scaling your business while improving client satisfaction.

Module 2: Client Portal Settings
Configuration

Master domain setup, complete branding customization, app permissions, and email settings to create a professional client experience.

Module 3: Inside Client Portal
Features

Explore all portal features including communities, courses, affiliate programs, profile setup, and billing & subscription management.

Module 4: Contact - Student Portal Management
User Management

Learn to manage contacts, grant course access, control community groups, and handle password management effectively.

Module 5: Contact - Document Management
File Sharing

Master document sharing including invoices, estimates, contracts, proposals, and shared files with full mobile access.

Module 6: Invite Manually or Use Automations
Scaling

Discover manual invite options and automated workflows to scale your client onboarding and engagement processes.

Module 7: Updated Branded App OPTIONAL
Advanced

Learn to launch your own branded mobile app with Apple and Google Developer accounts, DUNS number setup, and app submission process.

Complete Client Portal Course

Everything you need to master Client Portal Features

🔥 COMPLETE PACKAGE

Client Portal Mastery Course

Master all client portal features + complete marketing package

Regular Price: $97
$67

One-Time • Lifetime Access

  • 🎓 Course Materials
  • Step-by-step video lessons (7 modules)
  • Full transcripts for every lesson
  • Client Portal Reference Guides
  • Interactive student workbook
  • ChatGPT Learning Coach access
  • 📣 Marketing Materials
  • Quick Capture 2-step funnel with PDF download
  • Quick Capture 6-email launch sequence
  • Quick Capture 25 social media captions + 25 matching graphics
  • Quick Capture Guide or blueprint PDF
  • 200+ Social Media Pack Content & Design (square & vertical)
  • 🖼️ Media Resources
  • Course Material Mock-Ups
  • Infographic
  • 20 Client Portal Prompts
  • Unlimited Access to Updates & Additions
Get Complete Course - $67

💰 Complete Course Value Breakdown

If you bought these components separately, here's what you'd pay:

Complete Client Portal Course

Value: $397

7-module course with videos, transcripts, guides, workbooks, and lifetime updates

🎯

Quick Capture 2-Step Funnel

Value: $297

Complete 2-step funnel, PDF download, 6-email sequence, and 25 social media posts

Social Media Pack 200+

Value: $197

200+ social media templates with graphics, content, and complete marketing assets

Media Resources & Portal Prompts

Value: $197

Course mockups, screenshots, infographics, and 20 client portal prompts to extend your content

Total Value: $1,088

Your Investment: Only $67

You Save: $1,021 (94% Off!)

🚀 Ready to Master Client Portal Features?

Join business owners who are delivering professional client experiences and scaling their operations with Client Portal mastery

Get Complete Course - $67

⭐ Lifetime Access • No Monthly Fees • Start Mastering Client Portal Today ⭐

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