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A few years ago, I created a custom WordPress client portal for my agency. I originally build it with Elementor, and it evolved a few times along the way. I have since switched to Bricks and my entire stack has changed as a result. I'm going to rebuild my client portal and show you every step along the way in this series. I've received a ton of support when I've mentioned this topic in the past, and I'm extremely grateful for each one of you! Even if your stack isn't the same as mine, I believe you will get a lot of value from the concepts of these videos. If you have any questions, don't hesitate to ask! Off-the-shelf alternatives: Client Portal: https://client-portal.io/ Many Requests: https://www.manyrequests.com/ Tools I'll Be Using (Some are affiliate links - Google the name if you prefer): - @cloudflare Cloudflare: https://www.cloudflare.com/ - @GridPane GridPane: https://gridpane.com/ - @bricksbuilder Bricks: https://bricksbuilder.io/ - @AutomaticCSS Automatic.css: https://automaticcss.com/ref/127/ - @Crocoblock Crocoblock: https://crocoblock.com/?ref=6339 - @wsformpro WS Form: https://shareasale.com/r.cfm?b=130337... ------------------------------------ 💡 Lots more content: https://markjosephszymanski.com 🛠️ See my full stack: https://markjosephszymanski.com/tools 🆓 Completely FREE resources: https://markjosephszymanski.com/resou... ------------------------------------ Timestamps: 0:00 - Intro 0:25 - This is the first video of a long series 1:27 - What to expect in this series 2:05 - What we're going to use to build the portal 5:00 - Main domain or subdomain? 8:10 - Some alternatives before you go in all on this 13:35 - Your custom portal needs to as lean and cohesive as possible 15:30 - It's only going to be as effective as you make it 17:25 - Registration pages, forms, content restriction 19:50 - Dashboard, overview of feature set 20:12 - eCommerce, orders and subscriptions 22:02 - Client/companies, related to users 23:40 - Projects, related to clients and users 26:05 - Task management 26:30 - Help center with FAQs 28:11 - Sale process and onboarding flow 30:01 - Affiliate program within the portal 33:01 - Leave questions and ideas in the comments! ------------------------------------ Website: https://markjosephszymanski.com Facebook: / markjszymanski Instagram: / markjszymanski LinkedIn: / markjszymanski TikTok: / markjszymanski X: / markjszymanski ------------------------------------ Disclaimer: Please note that some of the links in this video’s description may be affiliate links. If you click through and make a purchase, I may receive a commission at no additional cost to you. I only recommend products or services that I genuinely believe in and have personally used or thoroughly researched. Thank you for supporting the channel!