Client Portal Activation & Training
Automates portal setup: credentials, access instructions, video walkthrough, and login follow-up
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Client Portal Activation & Training automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Portal-active clients require 40% fewer support calls ($8K-$15K/year saved) and have 25% higher retention..
How It Works
1
Portal Setup
New client record created
2
Create Account
Auto-generate portal credentials
3
Portal Welcome
Login, how-to guide, video walkthrough link
4
Wait 2 Days
Login attempt window
5
Logged In?
Check portal access
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.