The Client Portal is here

TL;DR: The Client Portal gives your clients a single place to upload assets, approve deliverables, and see what’s in scope — so projects stop stalling in their inbox.

We’ve all been here before… right?

You’ve sent an email to the client asking for assets or feedback or approvals, you wait 3 days and hear bupkis.

The clock keeps ticking, that deadline day is only getting closer and the project is pretty much at a standstill.

You double email — maybe it’s been buried in their inbox. A couple of hours later they hit you up saying they’re “very very very sorry, I missed this.”

“Everything looks great” they say, “except………”

“We were hoping to add a logo lock up here”, or “can we make this element an interactive widget?” or “can we top and tail this with a little animation?”

You’re now left with the dilemma: allow a bit of scope creep in to nurture the relationship, or push back because the project is already behind where it needs to be.

We’ve been there. If we had 20 cents for every time a client:

• Delayed a project by holding up the handing over of assets, copy, or brand guidelines
• Delayed a project by being slow to sign off in time
• Delayed a project by asking for things that weren’t in scope

We’d have tens of dollars — sadly not enough to retire.

That’s why we’ve built the Client Portal in MonoDesk.

So what does it do?

It makes your client’s life easier and therefore it makes your life easier.

If we can remove all the friction in getting clients to upload assets, approve deliverables, and see what is and isn’t agreed upon as part of the brief, the less chance they have of holding up the project.

So what does it look like?

Ta-da.

We’ve broken it down into 5 buckets for the client.

Milestones

You can pick the milestones when you set up the project and edit them whenever you want.

Scope

We found having this in a place where the client can constantly access it helps limit the last minute “can we add” questions.

Deliverables

What’s actually getting handed over. When the time comes you can upload files or links here and even request final approvals from the client.

Requests

Need something from the client? They just jump in on their client-only view and securely upload the files or shoot through the links you need.

Updates

This is where we help with client comms. You can have as little or as much input as you like here. Our agent can use context derived from your MonoDesk space to quickly draft up something you can shoot through to the client.

Wild that you’re still reading this and haven’t just given it a go. Jump into MonoDesk and take it for a test drive today. MonoDesk is currently free in beta with no credit card required.

Try it free. No credit card.