The Client Portal Template
The only client portal + task management system for OBMs and VAs that levels up your business.
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.
What’s included:
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
Total payment
$297
All prices in USD