How would it feel if you could simply direct your client to their very own private portal that they can access from any device, where they can
- upload files and content whenever they want;
- track their project progress without disrupting you directly; and
- be notified when the content is finalised, and they can access it directly whenever they choose?
All without you having to drop what you are doing whenever they email, text or call to find it, send it, and make sure they got it?
With my Microsoft Must-Haves Tutorial, I’ve put together 4 video modules showing you exactly how I do this for my project clients at Thrive, using Sharepoint, OneDrive, Planner and Outlook, and without any of the jargon and IT skillset you might think something like this would need!
This practical, step-by-step tutorial will guide you through the following elements in a common-sense way – all with the flexibility to adapt it to suit exactly how you work (no cookie-cutter approaches here!).
By the end of the tutorial, you will have created a client portal that looks like this: