Description
FAQs
Most “high-ticket client management” advice just adds more tools, more meetings, and more admin work.
In this video, I show you the exact Notion client portal my clients use to deliver a premium experience without the never-ending back-and-forth emails, constant check-in calls, or messy project tracking.
The goal of this portal is simple:
Reduce (or eliminate) unnecessary meetings
Replace email threads with async communication
Track projects and tasks clearly (for you and the client)
Spend less time on admin work and more time doing the actual work
You'll also learn:
How the “Chatroom” works (and why it replaces email and even Slack)
How to communicate async so clients can ask questions without booking a meeting
How to use Loom the right way:
Portal walkthrough video (always accessible)
Project-level Looms for context
Task-level Looms for specific instructions
How to manage client projects so they can check progress anytime:
Progress bar
Task visibility
Clear deliverables
How to write tasks that actually move the project forward:
Why vague tasks like “fix website issue” don’t work
How to write clear tasks like “check and resolve broken links on the hero section of the homepage”
If you thought you couldn’t run a service business without constant meetings, you can. You just need a system that removes the need for them in the first place.
Description
FAQs
Most “high-ticket client management” advice just adds more tools, more meetings, and more admin work.
In this video, I show you the exact Notion client portal my clients use to deliver a premium experience without the never-ending back-and-forth emails, constant check-in calls, or messy project tracking.
The goal of this portal is simple:
Reduce (or eliminate) unnecessary meetings
Replace email threads with async communication
Track projects and tasks clearly (for you and the client)
Spend less time on admin work and more time doing the actual work
You'll also learn:
How the “Chatroom” works (and why it replaces email and even Slack)
How to communicate async so clients can ask questions without booking a meeting
How to use Loom the right way:
Portal walkthrough video (always accessible)
Project-level Looms for context
Task-level Looms for specific instructions
How to manage client projects so they can check progress anytime:
Progress bar
Task visibility
Clear deliverables
How to write tasks that actually move the project forward:
Why vague tasks like “fix website issue” don’t work
How to write clear tasks like “check and resolve broken links on the hero section of the homepage”
If you thought you couldn’t run a service business without constant meetings, you can. You just need a system that removes the need for them in the first place.
Description
FAQs
Most “high-ticket client management” advice just adds more tools, more meetings, and more admin work.
In this video, I show you the exact Notion client portal my clients use to deliver a premium experience without the never-ending back-and-forth emails, constant check-in calls, or messy project tracking.
The goal of this portal is simple:
Reduce (or eliminate) unnecessary meetings
Replace email threads with async communication
Track projects and tasks clearly (for you and the client)
Spend less time on admin work and more time doing the actual work
You'll also learn:
How the “Chatroom” works (and why it replaces email and even Slack)
How to communicate async so clients can ask questions without booking a meeting
How to use Loom the right way:
Portal walkthrough video (always accessible)
Project-level Looms for context
Task-level Looms for specific instructions
How to manage client projects so they can check progress anytime:
Progress bar
Task visibility
Clear deliverables
How to write tasks that actually move the project forward:
Why vague tasks like “fix website issue” don’t work
How to write clear tasks like “check and resolve broken links on the hero section of the homepage”
If you thought you couldn’t run a service business without constant meetings, you can. You just need a system that removes the need for them in the first place.
Lifetime Access to PortalOS Only
PortalOS
Provide an Exceptional Client Onboarding Experience
Capture & Track Client Project Requests
Hassle-Free Testimonials & Referrals
Lifetime Access to PortalOS Only
PortalOS
Provide an Exceptional Client Onboarding Experience
Capture & Track Client Project Requests
Hassle-Free Testimonials & Referrals
Lifetime Access to PortalOS Only
PortalOS
Provide an Exceptional Client Onboarding Experience
Capture & Track Client Project Requests
Hassle-Free Testimonials & Referrals
Don't take our word for it, take theirs!
Don't take our word for it, take theirs!
We could go on about what our systems can do, but nothing beats hearing it from the people using them every day. Here’s how they’re getting results, staying organized, and scaling smarter.
Phil Christie
United Kingdom 🇬🇧
The system allows me to manage many different aspects of my business all in one place. Especially when it comes to onboarding a new client it's so important their first experience dealing with your business is seamless and the system gives our clients a smooth experience. Jays support during the set up phase has been tremendous and he was always on hand to answer any questions and even jump into the system himself to help us out. Great service by a great guy.
Phil Christie
United Kingdom 🇬🇧
The system allows me to manage many different aspects of my business all in one place. Especially when it comes to onboarding a new client it's so important their first experience dealing with your business is seamless and the system gives our clients a smooth experience. Jays support during the set up phase has been tremendous and he was always on hand to answer any questions and even jump into the system himself to help us out. Great service by a great guy.
Phil Christie
United Kingdom 🇬🇧
The system allows me to manage many different aspects of my business all in one place. Especially when it comes to onboarding a new client it's so important their first experience dealing with your business is seamless and the system gives our clients a smooth experience. Jays support during the set up phase has been tremendous and he was always on hand to answer any questions and even jump into the system himself to help us out. Great service by a great guy.
David Sierra
Colombia 🇨🇴
Bro, so far this is a master piece, it’s everything i needed and even more, thanks for sharing your knowledge. Your channel came to me exactly when I needed the solution to some operation issues, seeing the tutorial and the inside of the platform I can now see my agency way more organized and in control. You made it easy for me to manage 12+ people on my team. Excellent product. 👍🏻
David Sierra
Colombia 🇨🇴
Bro, so far this is a master piece, it’s everything i needed and even more, thanks for sharing your knowledge. Your channel came to me exactly when I needed the solution to some operation issues, seeing the tutorial and the inside of the platform I can now see my agency way more organized and in control. You made it easy for me to manage 12+ people on my team. Excellent product. 👍🏻
David Sierra
Colombia 🇨🇴
Bro, so far this is a master piece, it’s everything i needed and even more, thanks for sharing your knowledge. Your channel came to me exactly when I needed the solution to some operation issues, seeing the tutorial and the inside of the platform I can now see my agency way more organized and in control. You made it easy for me to manage 12+ people on my team. Excellent product. 👍🏻
Michelle MacDonald
United States 🇺🇸
SalesOS is well thought out and fits all the needs of an agency. My agency is specifically social media management, and I am able to easily customize it to my needs. I love the amazing features of having client portals and content planning. On top of that, Jay supports me every step of the way, constantly checking in to make sure I am happy with the dashboard and seeing if I need anything. His level of expertise and customer service is unmatched. BUY IT, IT IS A GAME CHANGER.
Michelle MacDonald
United States 🇺🇸
SalesOS is well thought out and fits all the needs of an agency. My agency is specifically social media management, and I am able to easily customize it to my needs. I love the amazing features of having client portals and content planning. On top of that, Jay supports me every step of the way, constantly checking in to make sure I am happy with the dashboard and seeing if I need anything. His level of expertise and customer service is unmatched. BUY IT, IT IS A GAME CHANGER.
Michelle MacDonald
United States 🇺🇸
SalesOS is well thought out and fits all the needs of an agency. My agency is specifically social media management, and I am able to easily customize it to my needs. I love the amazing features of having client portals and content planning. On top of that, Jay supports me every step of the way, constantly checking in to make sure I am happy with the dashboard and seeing if I need anything. His level of expertise and customer service is unmatched. BUY IT, IT IS A GAME CHANGER.
Rinske Rietveld
Netherlands 🇳🇱
I have been using SalesOS for a few weeks now and it's been a transformative experience. Over time, I've dabbled with various Notion setups for my agency, but something always felt missing or not complete (I am a perfectionist at heart). I've followed a couple of Notion programs and courses in which I knew how to build systems but somehow I wasn't fully happy with the outcome, I wanted to focus on building my agency instead of spending unnecessary hours tweaking and optimizing the Notion system. When I found Jay's Notion system on YouTube I was blown away. The clarity and functionality it brought to my agency's daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of agency management in mind. It's intuitive, streamlined, and most importantly, effective. What amplifies the entire experience is Jay himself. Throughout my journey with his dashboard, he's been a big help. His friendly demeanor made it easy to approach him with questions, and his detailed tutorial videos ensured that every feature of the system was explained. I would highly recommend to anyone running an agency and feeling overwhelmed with managing their Notion setup: Jay's AgencyOS has been a revelation for me, and I genuinely believe it can be the solution for many!
Rinske Rietveld
Netherlands 🇳🇱
I have been using SalesOS for a few weeks now and it's been a transformative experience. Over time, I've dabbled with various Notion setups for my agency, but something always felt missing or not complete (I am a perfectionist at heart). I've followed a couple of Notion programs and courses in which I knew how to build systems but somehow I wasn't fully happy with the outcome, I wanted to focus on building my agency instead of spending unnecessary hours tweaking and optimizing the Notion system. When I found Jay's Notion system on YouTube I was blown away. The clarity and functionality it brought to my agency's daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of agency management in mind. It's intuitive, streamlined, and most importantly, effective. What amplifies the entire experience is Jay himself. Throughout my journey with his dashboard, he's been a big help. His friendly demeanor made it easy to approach him with questions, and his detailed tutorial videos ensured that every feature of the system was explained. I would highly recommend to anyone running an agency and feeling overwhelmed with managing their Notion setup: Jay's AgencyOS has been a revelation for me, and I genuinely believe it can be the solution for many!
Rinske Rietveld
Netherlands 🇳🇱
I have been using SalesOS for a few weeks now and it's been a transformative experience. Over time, I've dabbled with various Notion setups for my agency, but something always felt missing or not complete (I am a perfectionist at heart). I've followed a couple of Notion programs and courses in which I knew how to build systems but somehow I wasn't fully happy with the outcome, I wanted to focus on building my agency instead of spending unnecessary hours tweaking and optimizing the Notion system. When I found Jay's Notion system on YouTube I was blown away. The clarity and functionality it brought to my agency's daily operations were instantly noticeable. Every aspect of the setup seems to have been crafted with the nuances of agency management in mind. It's intuitive, streamlined, and most importantly, effective. What amplifies the entire experience is Jay himself. Throughout my journey with his dashboard, he's been a big help. His friendly demeanor made it easy to approach him with questions, and his detailed tutorial videos ensured that every feature of the system was explained. I would highly recommend to anyone running an agency and feeling overwhelmed with managing their Notion setup: Jay's AgencyOS has been a revelation for me, and I genuinely believe it can be the solution for many!
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Become a Private Member
Get unlimited access to our full library of premium dashboards at member-only rates!