Cut your admin work in half with a customer portal

5 ways your portal can save time and grow your business ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ [View in browser]( Streamline your business with a customer portal Managing client relationships can get overwhelming as your business scales, especially when your team is juggling repetitive admin tasks. A customer portal can take care of the busywork by giving clients a self-service space to handle everything from account management to document uploads. Here are 5 ways you can use your portal to streamline operations and free up time to focus on growth: 📂 Improve document sharing Give clients a simple, secure way to upload, access and manage their important files all in one place, reducing the need for back-and-forth emails. 📚 Create a resource hub Offer clients instant access to valuable resources like guides and tutorials so they can get the info they need, when they need it. 📝 Streamline intake forms Allow clients to submit requests or inquiries through the portal, with everything automatically recorded for easy tracking. 💳 Simplify self-service Let clients update their own accounts, manage subscriptions and purchase services, cutting down your support load. 🎁 Boost referrals effortlessly Give clients a simple way to track commissions and access referral materials, helping you grow your business with less effort. Curious how these strategies work in practice? Check out this customer portal built by an Ontraport user and see it all in action.👇 [Learn more]( P.S. It’s easy to give this a try in your own business. [Just start a free trial](3D/Z) and you’ll have access to our prebuilt portal features that will get you started fast. This week in the community... 📂 Sharing files? It’s simple in Ontraport! Check out this thread to see how easy it is to let your customers upload assignments, contracts and other documents securely. [Read more]( Want to see more threads like this? If you haven’t already, [join our Facebook User Community]( today! Cool stuff on the web 📚 👀 WordPress vs. WP Engine: [Here’s a rundown]( of what’s going down between the two platforms — and what it means for the sites using them. 🌀Burnout blues: Feeling stressed or overwhelmed? You’re not alone. [Here are 6 ways]( to stop burnout in its tracks. 🔎 Update-proof SEO: Follow [these 7 tips]( to keep your search rankings up when Google makes changes that shift results. 3D/Z If you wish to stop receiving our emails or change your subscription options, please [manage your subscription](). 2030 Alameda Padre Serra, Suite #200, Santa Barbara, CA 93103, US