A SECURE and SCALABLE Client Portal (Copilot Tutorial)

If you’re running a service-based business, delivering an exceptional client experience means giving clients easy access to files, invoices, tasks, and communication—all in one place. That’s where a dedicated client portal can make all the difference. In this video, I walk you through how to build a fully functional client portal using Copilot—a platform designed to streamline client management with secure access, automation, and built-in tools for messaging, invoicing, and collaboration. What we’ll cover: - Why a client portal is essential for a seamless client experience - How Copilot helps you manage client interactions more efficiently - Step-by-step: How to set up your own Copilot portal - Customizing and automating workflows to scale your business By the end of this video, you’ll know whether Copilot is the right fit for you. And if it is, you’ll have everything you need to launch your customized client portal today. **Resources Mentioned:** Copilot Starter Kit chloeforbesk.com/copilot-starter-kit Sign Up for Copilot chloeforbesk.com/copilot **Time Stamps:** 00:00 Intro 00:28 The Challenge with Notion Client Portals 1:20 Introducing Copilot 01:48 Overview of Copilot Features 4:41 Access Copilot Starter Kit 5:20 Setting Up Your Copilot Account 12:20 Configuring Your CRM 19:02 Messages and Communication 23:58 File Management 27:13 Sharing and Managing Contracts 33:44 Creating Forms and Collecting Data 37:04 Billing and Invoicing 42:04 Helpdesk 43:25 Task Management 46:19 Creating a Home Page 48:38 Integrating YouTube 50:13 Collecting Senja Testimonials 50:55 Generating Leads via a Lead Magnet 51:57 Sharing Your Services Guide 52:53 Embed Your Call Scheduler 53:44 Setting Up Automations 55:29 Bringing It All Together --------------------------------------------------------------------------------------------------— NEXT STEPS: Subscribe to this channel Hit Subscribe and Click the Bell (Thank you!) Join My Newsletter https://chloeforbesk.com/freebies Support my channel: You can support my channel by buying me a coffee or by using my affiliate links below. If you sign up for a paid plan, I’ll receive a small commission at no additional cost to you. Thank you so much. I appreciate you! https://buymeacoffee.com/chloeforbesk REFERRAL LINKS: Sign up for Copilot https://chloeforbesk.com/copilot Sign up for Notion: https://chloeforbesk.com/notion Sign up for Squarespace: https://chloeforbesk.com/squarespace Sign up for Canva: https://chloeforbesk.com/canva Say hi on social: Website: https://chloeforbesk.com/ Twitter: / chloeforbesk LinkedIn: / chloeforbesk Instagram: / chloeforbesk Pinterest: https://www.pinterest.co.uk/chloeforb... What I film with: Webcam: https://chloeforbesk.com/webcam/ Microphone: https://chloeforbesk.com/mic Lighting: https://chloeforbesk.com/ringlight Editing: https://chloeforbesk.com/descript/ --------------------------------------------------------------------------------------------------— Disclaimers: I do not work for Notion. The term "Notion" is a trademark of Notion. I do not own the rights to any of the music in this video. --------------------------------------------------------------------------------------------------— About Me: Hi, I’m Chloë. I'm a business process designer and certified Notion consultant. My work is dedicated to helping teams leverage business strategy and systems to generate more time, space and profit. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. Learn more at https://chloeforbesk.com #copilot #copilotexpert --------------------------------------------------------------------------------------------------— If you read all the way to the bottom of description, leave a “🍎 “ in the comments! :) Date: 4th March 2025 Sub Count: 5666 (Thank you!)