Portal

Training

PortalOS

How to Onboard High-Ticket Clients

How to Onboard High-Ticket Clients

Description

FAQs

Onboarding is where most service providers lose control of the project.

If your client takes weeks to send assets, your timeline slips, the work drags on, and the final payment gets delayed (because the client can stall the project without even trying).

In this video, I walk you through the exact 3-step onboarding process I use inside a Notion client portal so you can:

  • Get every asset + document upfront

  • Set clear boundaries and expectations

  • Keep control of the project timeline

  • Make it way easier to get paid on time

  1. Prepare the portal (before the client touches it)

Your projects and tasks are already pre-built so you can start instantly and look insanely organized from day one.

  1. Walk the client through the portal

Just like onboarding a new team member, you need to teach clients how to be a good client.

I show how to use:

  • A portal walkthrough call

  • A pre-recorded walkthrough video (so you stop repeating yourself)

  • An FAQ section for common questions

  1. Gather resources immediately (no more “I’ll send it later”)

I show how to ask hyper-specific questions so clients don’t dump a messy Google Drive on you.

You’ll see the workflow for collecting:

  • Login info

  • Company info + brand details

  • Customer avatar info

  • Brand assets (PNG/SVG/PSD, colors, guidelines)

  • Legal docs (T&C, privacy, refund)

Description

FAQs

Onboarding is where most service providers lose control of the project.

If your client takes weeks to send assets, your timeline slips, the work drags on, and the final payment gets delayed (because the client can stall the project without even trying).

In this video, I walk you through the exact 3-step onboarding process I use inside a Notion client portal so you can:

  • Get every asset + document upfront

  • Set clear boundaries and expectations

  • Keep control of the project timeline

  • Make it way easier to get paid on time

  1. Prepare the portal (before the client touches it)

Your projects and tasks are already pre-built so you can start instantly and look insanely organized from day one.

  1. Walk the client through the portal

Just like onboarding a new team member, you need to teach clients how to be a good client.

I show how to use:

  • A portal walkthrough call

  • A pre-recorded walkthrough video (so you stop repeating yourself)

  • An FAQ section for common questions

  1. Gather resources immediately (no more “I’ll send it later”)

I show how to ask hyper-specific questions so clients don’t dump a messy Google Drive on you.

You’ll see the workflow for collecting:

  • Login info

  • Company info + brand details

  • Customer avatar info

  • Brand assets (PNG/SVG/PSD, colors, guidelines)

  • Legal docs (T&C, privacy, refund)

Description

FAQs

Onboarding is where most service providers lose control of the project.

If your client takes weeks to send assets, your timeline slips, the work drags on, and the final payment gets delayed (because the client can stall the project without even trying).

In this video, I walk you through the exact 3-step onboarding process I use inside a Notion client portal so you can:

  • Get every asset + document upfront

  • Set clear boundaries and expectations

  • Keep control of the project timeline

  • Make it way easier to get paid on time

  1. Prepare the portal (before the client touches it)

Your projects and tasks are already pre-built so you can start instantly and look insanely organized from day one.

  1. Walk the client through the portal

Just like onboarding a new team member, you need to teach clients how to be a good client.

I show how to use:

  • A portal walkthrough call

  • A pre-recorded walkthrough video (so you stop repeating yourself)

  • An FAQ section for common questions

  1. Gather resources immediately (no more “I’ll send it later”)

I show how to ask hyper-specific questions so clients don’t dump a messy Google Drive on you.

You’ll see the workflow for collecting:

  • Login info

  • Company info + brand details

  • Customer avatar info

  • Brand assets (PNG/SVG/PSD, colors, guidelines)

  • Legal docs (T&C, privacy, refund)

Previous

Previous

Previous

Next

Next

Next

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.

Maciej Choromanski

Poland 🇵🇱

Hey man, everything’s perfect. I’ve been using it every day. really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏

Maciej Choromanski

Poland 🇵🇱

Hey man, everything’s perfect. I’ve been using it every day. really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏

Maciej Choromanski

Poland 🇵🇱

Hey man, everything’s perfect. I’ve been using it every day. really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏

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!