1) Provide your clients with a way to update and view billing details. One of the most time-con- suming aspects of running a small business is keeping track of invoices and ac- counting. When someone’s
3) Allow clients to upload documents securely.
Depending on your type of business, you could benefit from a customer portal that allows people to upload files
directly to the Keap file box on their contact record. If you are an accountant, use signed contracts, or have any use for clients submitting files to you, you could set up a portal that lets them do just that. You’ll provide your client with login details or have them automatically sent via Keap, and they’ll log in and be able to upload files straight to their contact record. You can also trigger further automation when a file is uploaded. How can I build a client portal that’s integrated with Keap? If you want to get started and build your own cus- tomer portal with built-in Keap integration, the first step is signing up for a service like Memberium. Memberium is a WordPress plug-in that lets you create a client or member portal on your site in just minutes. Your business can have its own portal, owned and controlled by you, with your logo and branding, and you don’t need to hire a developer to create it. We’ve only scratched the surface of what is possible with a client portal. Get All 8 Ways to Use a Keap-Integrated Client Portal at Memberium.com/ClientPortal — Video and PDF Version Included.
payment fails, you have to call them, get the new card number, input that into Keap for billing, etc. That’s why client portals are so useful! You can allow your clients to view their invoices online, update their credit cards, view and cancel subscriptions, and more. If you’re using a solution such as Memberium, everything will be tracked and stored inside Keap. You and your clients will save time (and money) because they won’t have to contact you just to update their card information or view a past invoice — it all happens seamlessly through the portal!
2) Upsell clients on additional services or products.
One of the best ways to grow your business is by upselling clients on additional services or products. This can be automati- cally done with a client portal!
When a client logs into the portal, you can present them with a special offer. Since you already have their credit card details (stored in Keap), you can present them with a button that automatically charges their card. No checkout forms mean higher conversions. If you sell digital products, you could use a mem- bership plug-in that integrates with Keap to deliver the digital files automatically. If you’re selling physical products or services, that order is stored in Keap so your normal fulfillment processes can take place.
Ben has been helping businesses all over the world set up membership sites and online courses since 2017. He is an expert in this space and has experience working with many different types of industries to grow their sites using Memberium and Keap.
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