Lesson 6 of 6 · 6 min · 1 guided exercise

Bringing clients into a shared portal

How to introduce clients to a shared project portal, starting with telling them about any new software before they receive an invitation.

A shared portal can change how a client experiences a project. Instead of asking “where are we?”, they can see. Instead of approving drawings in a reply buried in an email thread, they approve them where the drawings are. Decisions, documents and updates sit in one place, for both of you.

But a portal only helps if the client uses it, and trusts it. That starts with how you introduce it.

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