Your clients don't want another email from you

Mark
2 min readClient Management

I used to email everything to clients. Proposals, contracts, invoices, updates. Then I realised I was making their lives harder, not easier.

Quick experiment: go to your sent folder and count how many emails you sent your last client. Proposal, proposal follow-up, contract, contract reminder, invoice, invoice reminder, project update, file attachment, another file attachment because you forgot one, status update, check-in...

I counted mine once. 47 emails over a 6-week project. Forty-seven. And that was a simple build with a responsive client. No wonder people's eyes glaze over when they see my name in their inbox.

The problem isn't email. It's scattered information.

Your client doesn't care how you organise your business. They just want to find the thing they need, when they need it. "Where's that invoice?" shouldn't require searching through 30 emails. "What's the project status?" shouldn't require waiting for you to reply.

I started using a client portal about 18 months ago and the difference was immediate. Not in some abstract "improved client experience" way. The client literally told me, unprompted, that working with me was less stressful than their other freelancers.

All I did was give them a single link where everything lives. Proposals, contracts, invoices, project progress, files, messages. One place. They bookmark it and that's their entire relationship with me, neatly organised.

The thing I didn't expect

I thought the portal was mainly for the client's benefit. It is, but it's just as useful for me. I can see when they've viewed the proposal (so I know whether to follow up or give them time). I can see when they opened the invoice (so I'm not chasing someone who hasn't even seen it yet). And when they have a question, they message through the portal instead of emailing, which means the conversation is attached to the project, not lost in my inbox.

There's another thing I didn't expect. When a client logs into a branded portal with your logo, your colours, and a professional layout, it changes how they see you. You're not "that freelancer who emails me a lot." You're a proper operation. And people treat proper operations differently. They pay faster. They scope-creep less. They refer you more.

You don't need to be a big agency

I'm one person. I work from my flat in Manchester. Having a client portal doesn't mean pretending to be bigger than I am. It just means giving clients a better experience with less effort from me.

If you're still emailing PDFs around, try a portal for one client and see what happens. I think it's the single biggest "professionalism upgrade" a solo freelancer can make, and it costs almost nothing.

Written by

Mark