Let’s get your custom client portal launched!
- streamlined & predictable work day,
- no scope creep,
- authority and confidence,
- the first impression win,
- amazing testimonials,
- repeat clients and referrals.
Thank you! Check your email for the download file. Be sure to check your filtered folder, and add our email to your safe-sender list. In the meantime, I have a special upgrade offer for you.
NEED THE EASY BUTTON?
Gives you everything you need to launch your own branded Client Prep Work Portal on your WordPress Website by the end of the weekend!
NEED THE EASY BUTTON?
The Client Portal Plug 'n Play System
Gives you everything you need to launch your own branded Client Prep Work Portal on your WordPress Website by the end of the weekend!
Are you tired of never getting client prep work on time?
The Client Portal Plug ‘n Play System will make getting prep work from clients a breeze.
This system is perfect for you if:
- You are constantly chasing after clients and having to clean up the confusing mess they create inside your prep work documents.
- You are spending HOURS organizing their content in a way that makes sense.
- You know that your system is broken and you need to fix it NOW!
Are you tired of never getting client prep work on time?
The Client Portal Plug ‘n Play System will make getting prep work from clients a breeze.
This system is perfect for you if:
- You are constantly chasing after clients and having to clean up the confusing mess they create inside your prep work documents.
- You are spending HOURS organizing their content in a way that makes sense.
- You know that your system is broken and you need to fix it NOW!
- LOVE FOR THE SYSTEM -
Go on, push the easy button!
You will receive..
- Elemetor welcome page template, ($97)
- Elemetor client prep work page template, ($97)
- Elemetor basic tab template, ($97)
- Airtable Web Design Base, with 6 questionnaire templates ($200)
- Step-by-step video instructions for Elementor Pro & Free users ($197)
- Step-by-step tutorial videos on how to edit, use and embed the questionnaires into your client prep work portal ($197)
Total Value $885
Today's Price $77
You will receive
Elementor Client Portal Templates
- 1 welcome page template
- 1 client prep work page template
- 1 basic tab template
- Video instructions for Elementor Pro users
- Video instructions for Elementor Free users
Airtable Web Design Prep Work Questionnaires
6 web design prep work questionnaire templates for every step of the web design process. You can use the templates as is or edit them to suit your process.
What's included:
- Web design prep work Airtable Base ready to import into your own Airtable account
- Plug n' play web design questionniares ready to embed into your client prep work portal
Step-by-step video walkthroughs
Instructional videos that walk you through the Airtable web design prep work base and how to use it.
- No googling,
- No countless hours of frustration
- No posting desperately in FB groups
Get step-by-step instructions on everything you need to know (and none of what you don’t) about Elementor and Airtable for client prep work.
grab the plug 'n play system today!
You will receive..
- Elemetor welcome page template, ($97)
- Elemetor client prep work page template, ($97)
- Elemetor basic tab template, ($97)
- Airtable Web Design Base, with 6 questionnaire templates ($200)
- Step-by-step video instructions for Elementor Pro & Free users ($197)
- Step-by-step tutorial videos on how to edit, use and embed the questionnaires into your client prep work portal ($197)
Total Value $885
Today's Price $77
TOPICS INCLUDE:
- Elementor tech, theme and WordPress settings
- Installing the Elementor templates
- What to do if you're an Elementor free user
- What to do if you're an Elementor pro user
- Creating your FREE Airtable account
- Installing the Airtable base
- How to edit the questions in Airtable
- How add new questions to your Airtable form
- How to edit the type of question in Airtable
- How to add and remove questions from the form
- How to embed the Airtable form
- How to review answers
- How to hide information (Airtable fields)
- How to create different Airtable views
- How to create a new Airtable form
Hi, I'm Jacqui
We struggled with our onboarding for the longest time. We realized that the systems we were using just didn’t make sense for our needs so we created a new one. A system that is easy for us to use and, even better, one that our clients love as well.Â
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We know how frustrating and overwhelming it can be when your onboarding process is haphazard and we wanted to find a way to show other service providers and coaches what we did to get our process to where it is today: easy for us and our clients.Â
you asked
FREQUENTLY ASKED QUESTIONS
you asked
FREQUENTLY ASKED QUESTIONS
Do I need to rethink my whole tech stack?
I will be showing you which tools I use in conjunction with Airtable but you can absolutely use whatever works for you and your business.
Will I be an Airtable expert after this workshop?
No. You will have a good understanding of what Airtable is capable of and how it can help you run your online business.
She not only fixed the broken parts of my onboarding, but she also up-leveled my onboarding!
When I saw Jacqui’s Airtable, I wanted it for myself. She started by fully grasping my workflow and then within one day, she built a robust Airtable with zaps and email automation that is truly mindblowing––it almost functions like a customized software for my exact workflow. Once she understood my needs, she took my tech stack and fully leveraged it. She not only fixed the broken parts of my onboarding, but she also up-leveled my onboarding! Things now happen and fire with one or two clicks of a button. Not only that, my lead management, back-end offers, down-sells, and financial tracking fire when clients take action rather than ME having to take action. I can finally concentrate on what I am best at: delivering my service.
When I saw Jacqui’s Airtable, I wanted it for myself. She started by fully grasping my workflow and then within one day, she built a robust Airtable with zaps and email automation that is truly mindblowing. She not only fixed the broken parts of my onboarding, but she also up-leveled my onboarding! Things now happen and fire with one or two clicks of a button. Not only that, my lead management, back-end offers, down-sells, and financial tracking fire when clients take action rather than ME having to take action. I can finally concentrate on what I am best at: delivering my service.
~ Rachelle McClintock, Essay Coach
Did I mention my money-back guarantee?
I know you’re going to love the Airtable Web Design Prep Work Templates. This system has worked for me and other service providers who struggle with scope creep and getting prep work from clients. However, if after implementing the templates you aren’t happy with the results, I’ll refund your money within 14 days of purchase.Â
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(We will hop on a quick screenshare to review how you implemented the templates and discuss what didn’t work for you.)
Are you ready to push the EASY button?
You will receive..
- Elemetor welcome page template, ($97)
- Elemetor client prep work page template, ($97)
- Elemetor basic tab template, ($97)
- Airtable Web Design Base, with 6 questionnaire templates ($200)
- Step-by-step video instructions for Elementor Pro & Free users ($197)
- Step-by-step tutorial videos on how to edit, use and embed the questionnaires into your client prep work portal ($197)
Total Value $885