The Client Portal Template

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Special Offer

Track What Matters | View MRR tracking, client expiry reviews, call prep, content KPI review, inbox management, and weekly planning in one private, executive-level system, so you can start organizing your work like it matters (because it does).

Built-In EA Access | Your EA knows exactly what you need before you can send them a single “Hey, can you…?” DM.

Manage Internal Operations at a Glance | Instead of being drowned out by client requests, all of your CEO tasks are clear, organized, and ready to tackle in a private dashboard optimized just for you.

The Two-Setup Video Walkthrough | Get a full video walkthrough of exactly how to set up the system and implement the exact same structure Kate and KDC runs on.

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Add to cart$147.75

If you're still telling clients to "just send it to Slack,” you're doing it wrong. You do your best to keep on top of it all, but with tasks coming in on 4 different Slack threads, your email inbox, and the odd Instagram DM, it’s no wonder things fall through the cracks…and your clients feel it.

Whether you’re managing one client or 12, the Client Portal template is designed to replace your scrappy DIY (or CRM-based) setup: clients get a polished portal where they can submit requests and what’s complete, and you finally have one single hub that houses every project, task, and request.

The Built-In Task Request Form | Every task comes through to the right place and stays there. Clients know where to submit requests that then automatically hit your to-do list so you spend less time wondering where that request went and more time doing it.
New Tasks Automatically Flagged | Every new request is tagged as Incoming so you can stop transcribing requests out of DMs by hand and let the intake do itself.
Client Visibility | Clients can easily view task status so they know exactly what's done, in progress, or on deck without you fielding a single “Any update on…?” message again.
Invisible ClickUp Framework | The most powerful PM tool out there gives this template the organizational powers you need to stay on top of every client task while giving your clients a clean, polished portal without having to learn a single new tool.
The Setup & Client-Presentation Walkthrough | Watch exactly how to build the portal and how to present it to clients, making it easy to roll it out with confidence

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