Assembly.com Client Portal and CRM | Full Review 2026 скачать в хорошем качестве

Assembly.com Client Portal and CRM | Full Review 2026

*Assembly.com Client Portal and CRM | Full Review 2026* If you're running a service business and your client experience feels held together by too many disconnected tools, this video is for you. I walk through Assembly’s client portal software from start to finish, showing how it handles the complete client journey: lead management, contracts, onboarding, file sharing, communication, billing, tasks, and more. You'll see how it looks from both my side and the client's side. Timestamps: 00:00 Introduction: The Problem with Managing Clients 00:47 The Cost of Fragmented Tools 01:53 Introducing Assembly: The Ultimate Client Portal 02:52 Lead Management and Onboarding with Assembly 08:41 Streamlining Client Communication and Tasks 12:08 Enhancing Client Retention and Growth 13:25 Conclusion: Building a Sustainable Business Thank you to Assembly for sponsoring today's video. Use CHLOE at checkout to access $100 off your first purchase ── RESOURCES MENTIONED Consulting Client Portal Tutorial    • Consulting Client Portal Tutorial   Squarespace Client Portal Integration with Assembly    • Squarespace Client Portal Integration with...   Notion Client Portal Integration with Assembly    • Notion Client Portal Integration with Asse...   ──YOUR NEXT STEPS Sign Up for Assembly: https://chloeforbesk.com/assembly Free Assembly Starter Kit: http://chloeforbesk.com/assembly-star... ── REFERRAL LINKS (Thank you for using these links) Notion: https://chloeforbesk.com/notion Assembly: https://chloeforbesk.com/assembly Relay.app: http://chloeforbesk.com/relay Squarespace: https://chloeforbesk.com/squarespace Flodesk: http://chloeforbesk.com/flodesk Senja Testimonials: http://chloeforbesk.com/senja Fathom AI Notetaker: http://chloeforbesk.com/fathom Canva: https://chloeforbesk.com/canva Descript: http://chloeforbesk.com/descript Epidemic Sound: https://chloeforbesk.com/epidemicsound ── SAY HI ON SOCIALS LinkedIn: / chloeforbesk Substack: https://substack.com/@chloeforbesk Pinterest: / chloeforbesk Instagram: / chloeforbesk Twitter(X): https://x.com/ChloeForbesK If you read all the way to the bottom of description, leave a “🍎 “ in the comments! :) Date: 27th January 2026 Sub Count: 6,299 (Thank you!)