Playbooks

A login for their customers to book, see status, and pay, so the phone stops ringing for updates.

• Ask how many 'where is my job at' calls the office takes a week.
• Portals pay back on admin hours saved, not on new sales. Frame it as staff time.
• Start with status and booking. Payments and documents are phase two.

“We already have a website.”

A website tells people about you. A portal does the work for you. It sits behind a login on the site you already have.

“Our customers won't log in.”

They already do it for their bank and their dentist. We text them a link; no password on the first visit.

“Too expensive.”

What does one admin hour cost you? Most portals replace 10 to 15 hours a week of status calls.