Setting up the portal is just the first step. The real value comes from making it part of how you work with clients every day.
Making the portal discoverable
The portal only works if clients can find it easily:
Add a login button to your website. A "Client Portal" or "Login" link in your website header makes it easy for clients to find.
Add an RMM tray shortcut. Link to your custom domain from the desktop tray icon so clients can access the portal directly from their taskbar.
Include the link on invoices. Clients can self-audit their user lists, Office 365 licenses, and open tickets, reducing time spent on billing questions.
After TSM meetings
After each TSM meeting, send your client the PDF Report along with a link to the portal. This reinforces that the portal is where they go for ongoing access to their IT strategy. Over time, clients learn to check the portal first instead of emailing your team.
Redirecting routine questions
Whenever a client asks about asset counts, managed users, a specific ticket, or their Office 365 licenses, send them a link to the portal instead of answering manually. This isn't about avoiding your clients. It's about training them to use a tool that gives them faster answers and frees your team to focus on strategic work.
Using the portal for onboarding and offboarding
You can add custom modules and forms to Strategy Overview for processes like user onboarding and offboarding. Push all clients to submit user change requests through the portal instead of email. This creates a documented, trackable process and reduces the back-and-forth that comes with email-based requests.
Growing the portal over time
Start simple and expand based on what clients find valuable. You might begin with just Strategy and Plan, then add Tickets after a quarter, then Office 365. Pay attention to what clients ask about most, because those are the modules worth enabling next.