Built to solve: Repeatedly sending the same files and links manually.
Booking / Review workflow
Resource Portal Lite
Businesses sharing repeat resources, downloads, guides, links, or onboarding packs. Repeatedly sending the same files and links manually.
Sales detail
Resource Portal Lite built as a usable business asset, not a loose page or form.
A small portal for links, downloads, and client resources.
Launch shape: 3-6 days with from $1,100 entry scope
Upgrade path: Client portal, membership hub, knowledge base
What is included
Scope that can launch, then grow.
Build slot secured with a 50% project reservation. Remaining balance completed before handoff.
Core inclusions
- Resource page/portal
- Category structure
- File/link library
- Search/filter option if suitable
- Update-friendly layout
Likely connections
- Drive
- Notion
- Website
- Forms
Build sequence
Clicking intake is the start of controlled scope, not blind checkout.
Confirm the client action
Used where hidden complexity can change effort, timeline, or tools.
Build the form, booking, payment, or portal flow
Kept practical, visible, and connected to the final handoff.
Connect confirmation and internal tracking
Kept practical, visible, and connected to the final handoff.
Review friction points before launch
Kept practical, visible, and connected to the final handoff.
Expected outcome
What this should change in the business.
Repeatedly sending the same files and links manually.Connects with Drive, Notion, Website, FormsCan expand into Client portal, membership hub, knowledge base
Before intake
Have these answers ready.
Client provides
- Business name and contact details
- Current tools or links
- Must-have outcome
- Deadline if there is one
FAQ
- Prebuilt scope is kept tight so it can launch quickly.
- Deeper setup details are collected after the package is confirmed.
- Every prebuilt can be expanded into a custom system later.
Ready for the form
Resource Portal Lite
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.