the ULTIMATE CLIENT PORTAL system

Say goodbye to CHAOS!

Can we get real for a second? Remember when your client sent you their “final” website copy... in 17 separate emails? Or when they uploaded blurry low-res photos from their phones and were shocked—SHOCKED—that they didn't work for their hero banner? Yeah, we've all been there.

That's why I built this complete client portal system using a dedicated client portal tool (created by web designers like us) that has completely transformed my web design business. No more hunting through emails for that one approval. No more explaining for the fifth time where to upload their logo files. And most importantly—no more getting crappy content that makes your design work look bad.

What exactly is this magic system?

It's everything you need to run smooth-as-butter web design projects that will have your clients raving about how organized and professional you are (even if you're secretly working in pajamas with questionable coffee breath). 😬🫢

THIS IS THE ENTIRE CLIENT MANAGEMENT SYSTEM I USE IN MY OWN BUSINESS RIGHT NOW.

This isn't a theoretical “you could do it this way” system. This is literally me handing you my entire backend system—the exact one I use to manage custom web design projects that start at about $6K.

And the best part? The software I use with it is a ONE-TIME PAYMENT for a lifetime license, –because who needs another damn subscription?! 😅

Here’s what’s inside:

  • includes:

    • 9 comprehensive modules

    • 46 lessons

    • 43 step-by-step videos, with chapter timestamps

      • on average, the videos are just 5-10 minutes long

    • All my templates, forms, and systems

    • Lifetime updates to the course materials

  • Kitchen.co* is the client portal software that FINALLY doesn't suck (and I tried/researched 22 different options before finding this gem –not kidding). It has a LIFETIME plan with a one-time payment that will save your wallet from subscription fatigue.

    I'll show you:

    • How to set up your entire Kitchen account from scratch

    • My copy/paste tasks & subtasks for web design projects

    • Client invitation templates that make you look like a pro

    • The perfect onboarding messages that gets clients excited (but not overwhelmed)

  • This system replaces the Content Guides I was using in my old Notion system!

    With just one multi-page content guide form and some strategic AI prompts, you can ask for as little content as possible, and do the rest of the work FOR them.

    You'll get:

    • My complete Tally.so* content collection form template which covers:

      • Brand Style Assessment

      • Essential Content

      • Technical Details

      • Proof & Trust

      • Legal Policies

    • The AI prompts that help us fill content gaps or when clients don't know what to write

    • The system to help identify client niches without asking 100 questions

    • How to get better testimonials, better project details, and better content overall

  • Get client inquiries but keep spammers out of your CRM, while still booking calls, –and get glowing testimonials with:

    • My robust Tally inquiry form with smart conditional logic built-in

    • Multiple thank you pages for different kinds of inquiries –all in the same form

    • Two-part review collection system that captures the best feedback in stages

    • Follow-up templates that feel personal and can totally be automated

  • Because we're designers and details matter, you’ll also get:

    • Canva templates for task card covers

    • Canva templates to make your own branded banner images for folders

    • Creative ways to customize each client's experience

    • Little visual touches that make clients go "wow!"

  • Never lose track of client requests with:

    • Support ticket system templates for different experience levels (beginner, and advanced)

    • The exact support system I use in my business in a cheatsheet you can copy/paste from to recreate your own version in whatever software(s) you want to use

    • How to train clients to use your support system (without annoying them)

  • Module: Updates Announcements

    Updates

    Announcements & Important Info

  • Module 1

    Learn Kitchen’s Basics:

    - Free vs Paid plans
    - Starting with the free account
    - Project folders & settings
    - Adding other content to folders
    - Creating project templates
    - Uploading files to Kitchen
    - Inviting clients to Kitchen
    - Bulk managing tasks & messages

  • Module 2

    How to use Boards, Milestones, & Reminders

    - Basic Board settings & permissions
    - Customizing & managing tasks
    - Tip: editing custom fields
    - How to use Milestones
    - How to use Reminders

  • Module 3

    How to use Conversations (messaging)

    - Conversation page settings
    - Message features & formatting
    - Sending & receiving messages
    - Saved replies
    - Email signatures for messages
    - File attachments from messages

  • Module 4

    Using Embedded Content:

    - Tips for embedding videos & limitations
    - Embedding forms (Notion, Airtable, Tally, Dubsado, etc)
    - Embedding Google Docs & other pages (Notion, etc)
    - Embedding calendars & schedulers
    - Embedding cloud storage options
    - Customizing & organizing Embed pages

  • Module 5

    Docs, Invoices, Quotes, & Archives:

    - How to use Kitchen’s docs
    - How to create & send 1x invoices
    - How to create & send recurring invoices
    - How to create & send quotes
    - Tips for archiving projects

  • Module 6

    Content Collection & Portal Setup:

    - Portal setup, step-by-step guide
    - Content Guide, multi-page form template
    - AI Prompts to use with Content Guide form submissions
    - Make an availability calendar
    - Contact form template
    - Client Reviews, 2 form templates
    - Client Resource Hub, updates

  • Module 6

    How to set up your Client Portal:

    - Walk through the guide doc
    - Step 1: add project folders
    - Step 2: add main pages to the folder
    - Step 3: add project tasks & subtasks (with copy/paste task lists)
    - Step 4: create onboarding & offboarding messages
    - Step 5: create Saved Services to use in invoices
    - Step 6: create Saved Replies to use in messaging
    - Step 7: tips to test the system before making it a template

  • Bonuses!

    Extra goodies!

    - Canva Templates for task card covers, and folder banner images
    - Leave a review to unlock access to the separate mini-course on building Client Support Systems

FEATURES YOU’LL LOVE

Task Management

With built-in task boards with list & calendar view, per project, you can keep the project on-time & on-task (pun intended!) without needing additional software.

Easy Communication

Add your own direct messenger to each project, and clients will be able to send messages from inside the portal, or reply to messages from their inbox (& still show inside the portal).

File Sharing

Create an area when clients can upload their logos, images, and more directly into the portal. You can even customize the look & feel for each client if you want to make it super high-touch!

Custom Branding

Your portal can be completely white-labeled, so your client will never know they’ve left your website! Customize the colors, the link, the login screen, –even the notification email address!

Simple Access

Our clients can choose how they want to ‘log in’ to access the portal with us: emailed magic link, set their own password, and/or turn on Two-Factor Authentication for their user account.

Works With/out a CRM

The system can work with OR without a CRM. If you have one (Dubsado, Honeybook, Bonsai, etc) you don’t have to stop using it. If you don’t, then you can start using one later & use this for now.

DO IT THE EASY WAY!

Will this actually SAVE me time?

Look, I get it. You're thinking “This sounds great, but setting it all up will take forever!”

That's why I've included videos & templates that walk you through every. single. step.

Honestly, you can implement this in a week or even a weekend if you’re focused & uninterrupted, and start seeing the benefits immediately with your very next client!

Why I created this

I'll be honest—I'm a systems junkie. I've gone down countless rabbit holes trying to find the “perfect” project management setup because I refused to believe it had to be that hard to find.

So, I've tried ALL the things:

  • I spent HOURS building a custom Notion portal and used it for years, before this version

  • I paid for & tried using countless softwares that promised to solve everything (spoiler alert –– they did not)

  • I *actually* researched 22 different client portal system options before finding Kitchen.co

The way I see it, you have two options:

  1. Spend literal YEARS testing different systems like I did, wasting thousands of dollars on tools that don't quite work

  2. Get my battle-tested system that's already working for web designers just like you

This isn't just about getting organized

It's about leveling UP your entire business.

When your projects run smoothly:

  • You can take on more clients without burning out

  • You can raise your rates (because you look professional AF)

  • Your clients become raving fans who refer their friends

  • You actually enjoy your projects instead of dreading client interactions

What's Different About This New Version?

If you saw my previous Notion portal, this is a COMPLETE upgrade:

  1. Kitchen.co is WAY more intuitive for clients (and for us!)

  2. The one-time payment model means no more subscription costs

  3. I've added an entire AI content system to help with copywriting

  4. The new content forms are simpler but help us get BETTER results

  5. Everything just... works better. Trust me on this one!

Just listen to what designers like you are saying about this new system:

★★★★★

“Ok… My feedback is WOW!!! I seriously didn't find anything missing. Your walk thru video was detailed enough without being "too much." I especially like where you have the letters in red to signal the user to change that text before sending. There's something about something written in red that always grabs my attention. Love, love, love it all!”

— Barb M.

★★★★★

“I am blown away but how much is in here! I can't think of a stone left unturned. Once again OUTSTANDING work! I'll say it again - you've outdone yourself - the incredible detail and amount of work is insane!”

— Megan D.

This system is perfect for you if...

  • You design websites (Squarespace, WordPress, Showit, whatever)

  • You're tired of chasing clients for content & feedback

  • You want to look more professional & raise your rates

  • You're ready to stop messing with cobbled-together systems

  • You hate juggling 17 different software subscriptions to manage projects

It's probably NOT for you if...

  • You only do one or two websites a year & this is just a hobby

  • You already have a perfect client management system 👏🏻

  • You genuinely enjoy hunting through email threads for content

  • You thrive on chaos (no judgment, some people do!)

IT’S TIME TO invest IN YOU

I should be charging $997 for this full system –and to be honest many of my students are shocked that I don’t– but I want this to be accessible to designers at all levels because I genuinely believe it will help transform how you run your website design projects in your business.

This is the complete system that will save you countless hours and thousands in trial-and-error.

PAY IN FULL

one payment

$397

HALF OFF

50% Off for Club Members

$198.50

Ready to transform your web design business?

We both know disorganized projects are costing you:

  • Time (hunting through emails and messages)

  • Money (not being able to take on more clients)

  • Sanity (explaining the same thing over and over)

  • Quality (when clients give you terrible content)

Why struggle for one more day when you could have my entire proven system?

Got Questions? 🥛🍪

  • You can have the basics running in a weekend if you binge the course, like I tend to do when I get excited about what I’m learning. 😂

    Most designers can implement the full system within a week, and use it with your very next client.

  • Absolutely! This system is designed to complement your existing CRM (like Dubsado, HoneyBook, etc).

    This client portal handles the day-to-day project task & content management, while your CRM continues to handle booking, leads, contracts, and invoices.

    You can still keep your CRM to book the projects & manage your leads, then when the project is ready to start (homework, then design, etc) you invite the client to your portal using this system for the duration of the project & its support window (if you provide post-launch support).

  • If you can design websites, you can set this up! I walk you through every single step in the videos. No coding or fancy tech skills needed.

  • Night and day! This new system is more intuitive, has WAY better client adoption, includes prompts for AI content generation, and runs on Kitchen.co* (which has a one-time payment model instead of a subscription).

    See this blog post to learn more about why I switched.

  • All-Access members do get 50% off this template AND get the Pricing Calculator template FREE.

    The coupon code access is linked here so if you're an All-Access member (first), you can click to see/grab the discount code & then checkout with the code when you're ready.

  • Due to the nature of digital products with immediate access, there are no refunds for this system because it's not possible for you to "return" digitally delivered intellectual property for a refund once you've been granted immediate access. #sorrynotsorry

    If you're not sure if this template is right for you, make sure you check the Sneak Peek screenshots above where you can peek inside, read all of these FAQs if you haven’t already, and ask me questions before you purchase!

  • Nope! Kitchen.co* is super intuitive & easy to learn. I also provide tutorial videos to teach you how to use all of it, so you can help your clients use it effectively too.

    Honestly though, most designers can figure it out in minutes without any help, just needing guidance for permissions & more advanced details.

  • As many as you want! The system scales beautifully whether you have 3 clients or 30.

    Kitchen organizes projects like computers manage file folders, so the nested system will be recognizable to you immediately. Plus, their recent UI updates allow you to browse through everything easily, no matter how deep it’s nested in your system!

  • Nope! Kitchen’s guests can access with email & an emailed magic link to login, which does not require a password and links from their notification emails will jump them right inside, effortlessly.

    That said, inside their profile when logged in, they can choose to set a password if they want, and even turn on Two-Factor Authentication for their account!

  • Nope! That’s totally up to you & how you set up the account, and/or how you direct the client to manage their notification preferences. There’s a whole lesson on how to manage notifications for yourself & for your clients.

    There are more options available than for guests in the old Notion system, and much fewer than my old ClickUp system. 😂

  • Nope! All of my templates & products come with lifetime updates.

    As a past student, if you’ve already purchased the Client Portal template for either Notion or ClickUp before March 2025, you will already have access to this new version!

  • No, they really are truly separate systems. The old Notion version is still available at a discounted rate but it’s deprecated (no longer updated), and not a reflection of what you’ll get in this version because they use different softwares & have completely different approaches to gathering content from clients as a result.

What are you actually waiting for?

Every day you don't have this system is another day spent:

  • Digging through email threads

  • Apologizing for confusion

  • Dealing with terrible client content

  • Working harder than you need to

LET'S FIX THAT TODAY.

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