UPDATE CLIENT PORTAL

Use this form to view and update links on a client's portal. This form does not send any notifications. Link to Jumped The Gun page when the link can not be updated yet. All fields should be filled in. https://www.koloraddikt.com/jumped-the-gun

Search by Client Name

Amanda

Company Name

Project Name

Trello Board URL

Google Drive Folder URL

Invoice URL

Proposal URL

Project Schedule URL

Projected End Date

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Project portal has been updated

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VIEW ALL CLIENT PORTALS

CREATE NEW PORTAL

Project Name	Client Name	Company Name
Money	Amanda	ShareCard
Personalized Wix Website	Kate	Kate Murphy Coaching
Personalized Wix Website	Krista	Kronogi
Branded Wix Template	Clinton	Fresh Hope Enterprises
Marketing Momentum Retainer	Jennifer	Green Design Goods
Email Marketing & Cold Email Templates COP	John	WIN Local
Wix Branded Template	Tina	Tina Harris
Marketing Momentum Retainer	Reggie Dunlop	Vytamends
Custom Webs design with Plugins	Lucas	Essential Automotive
Single Page Website	Keith	Freda's Car Carriers

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Send Client Update Email

After you have updated the client's portal, you can send them an email to check their client portal. You can do so automagically here. Please note these fields are used to create the email so please make sure they are correct.

Client First Name Only

Client Email Address

Name of Link Updated, i.e Invoice, Proofs, etc

Link to Client Portal

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Wrapping up a Client Project

Yay! We're all done. There are just a few things we need to do finish up their project. Make sure you update the client portal using the form above or clicking here.

Outline of your project's scope, timeline and all key tasks

Send Wrap Up Emails

Add Client to Wrap Up Project group. Make sure their first name is entered correctly.

Send Thank You Card

Add Client to spreadsheet and sen thank you card in the next batch.