I recorded a quick video to walk you through the only client portal setup I’ve used that actually works (and doesn’t confuse the heck out of your clients).
Watch the video below to see how I collect content without delays or chaos.
And if you’re thinking “Okay cool, but what about everything else?”—like how I organize files, manage feedback, and get content submitted on time every time...
You’re going to love the next step.
👇 Keep scrolling for the full behind-the-scenes breakdown I use on every client project.
A fluff-free mini course that shows you how to organize your entire client process inside Google Drive—in a way that’s easy to set up and even easier for clients to use.
Inside, you'll learn:
How to structure your folders so your clients actually know where to put things
What content you should collect up front (and how to prompt it without overwhelm)
How I use this system to manage files, feedback, and final delivery from start to finish
My exact setup—so you can stop reinventing the wheel with every project
This is the behind-the-scenes process I rely on for every single client.
If running a six-figure design business for over a decade has taught me anything, it’s this: The best systems aren’t the most complicated—they’re the ones you’ll actually use. And when your process is simple, your projects finish faster, your clients stay on track, and your business runs smoother.
You don’t need another tool. You need a system that sticks.