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Unlocking Operational Efficiencies with Private Client Portals

Unlocking Operational Efficiencies with Private Client Portals

FromAgency Unfiltered


Unlocking Operational Efficiencies with Private Client Portals

FromAgency Unfiltered

ratings:
Length:
42 minutes
Released:
Jun 21, 2023
Format:
Podcast episode

Description

Jeff Bell, President of Mindscape, joins the pod to talk about Service Hub—and how they built in a client portal through Knowledge Base and Help Desk where clients can access embedded reports unique to their business, viewing recordings of trainings and videos custom built for them, submitting tickets to their points of contact at Mindscape, and more. Jeff shares structurally how it was built, how his developers unified the UX and menu with the Mindscape website, how private content is hosted and made viewable, and how client access is provisioned through automation. After we discuss what it looks like, Jeff shares the value his team now sees by transforming the way clients engage with the team—including time savings and efficiency gains, streamlined communications with clients and between departments, and improved visibility of work in production. We wrap with how Mindscape rolled this out, how they onboarded both their teams to the new processes and how they incentivized adoption from their clients.
Released:
Jun 21, 2023
Format:
Podcast episode

Titles in the series (100)

[NEW EPISODES EVERY WEDNESDAY] Agency Unfiltered is a weekly podcast that features interviews with agency owners around agency operations and agency growth. Nobody knows how to scale agencies better than those that are doing it, and they're happy to share an unfiltered look into what has worked—and what hasn't. Hosted by Kevin Dunn.