In this edition of Level Up Live, our Aisle Planner team are joined by special guest Lindsay Sims of Toast Events to discuss the powerful capabilities of the Client Portal and best practices to onboard your clients.
This webinar is designed to help both new and seasoned pros better understand how to leverage the portal to streamline communication, increase transparency, and enhance the client experience.
Our client portal is a personalized, professional space for clients to view project details, communicate with their planner, and stay up to date.
Straight from the webinar (you can watch below!):
Best Practices Shared by Lindsay:
Set expectations early with clients on how and when to use the portal.
Keep the portal updated to ensure it becomes the go-to resource for your clients.
Use it to minimize email clutter and centralize communication.
Benefits for Pros:
A polished client experience.
Clear documentation of tasks, timelines, and conversations.
Streamlined collaboration between planner and client.
Tips for Success:
When starting out, invite yourself in as a client to get a feel for how everything looks.
Customize the portal with branding for a more personalized feel.
Regularly review what clients see to ensure everything is clear and relevant.
Encourage consistent use of the portal to create healthy client habits.
