Customer and employee portals
Custom customer and employee portal development
Portals that collect information, show progress and keep the human touch.
A portal gives your customers or your team one place to hand over information, see where things stand and ask for help. Done well, it saves everyone time without hiding the people behind your company. We design how information should flow first, then build the portal at a fixed price. We've built portals for our own team and for a coaching program.
Is talking to your customers messy?
Updates live in inboxes, texts and someone's memory. You chase customers for the same documents twice. They ask "where are we on this?" because they can't see it themselves.
Who is a portal for?
Businesses where the relationship is the product, such as coaches, consultants, advisors and service firms, that spend hours chasing customers for information, answering status questions, or keeping tasks and procedures in separate places.
Why does a portal work?
When customers enter their own information, you get it once, in the right place, without asking again. Your communication happens in your own branded space, in your own way. Customers can see how you work and what you need from them.
We also believe in balance. Nobody wants to phone for a ride when an app does it faster. But everyone has been stuck with a chatbot and no way to reach a person. A good portal makes the easy things easy and keeps a human reachable.
What portals have we built?
An employee portal
Tasks and standard operating procedures (SOPs, the written steps for a job) live together. When someone opens a task, the matching SOP opens beside it, so they never leave the page to look up the steps.
A coaching program portal
One system runs the program from the first application. Applying creates the member's record, and onboarding and payment are automated. Once members join, they log in to see upcoming and past meeting notes and their commitments and tasks, which they can mark complete and add notes to. The coach sees every member.
How is a custom portal designed and built?
We map how information moves between you and your customers today, then design the portal around it. Not sure what it should do yet? Start with a System Blueprint: how a System Blueprint works. Already know? Free scoping, then one fixed price. How we work and pricing
What does a portal need from your team?
A portal only helps if people use it. We'll work out with you how customers will log in, what they need to provide and what changes on your side, such as no longer taking requests by email.
When don't you need a custom portal?
If you have a handful of customers and a shared spreadsheet or an off-the-shelf client tool already works, you may not need a custom portal. We'll say so. Do you need custom software?