Laundry Profits lives on Skool. A new client logs in and sees one onboarding track, then five levels from Founder to Laundry Boss.
A client portal in a coaching program is the place a client goes to find the next step. If they have to ask the team where something is, the portal failed. Most portals fail by holding too much, not too little.
What should a coaching client portal include?
Seven parts, and each one answers a question a client would otherwise send to the team. Build them in this order. The first three carry most of the program.
| Part | The question it answers | Example |
|---|---|---|
| The path, with a time per stage | Where am I, and how long should this take? | The last Laundry Profits onboarding video: the path from $0 to $10K a month |
| Video training in levels | What do I learn next? | Onboarding plus five levels, each with chapters of numbered videos |
| Action steps under each video | What do I do before the next video? | Under every video in Laundry Profits |
| Worksheets and tools | What do I use to do it? | The LP Income Replacement Planner in the Pro level |
| Calls: calendar and recordings | When can I ask a coach? | Group calls on the Skool calendar, one-to-one calls booked by the client in a premium tier |
| Where to get help | Who do I message, and where? | Chat support on WhatsApp or Telegram, named in onboarding |
| A place to post wins | Does anyone see my progress? | The community feed, where the team replies |
What should a new client see first?
The onboarding track, and nothing competing with it. A client decides in the first 72 hours whether the program is real. A full library on day one tells them it is homework.
The onboarding track runs from a welcome video and a program overview to the founder's story, next steps and the team. The goal of the track is plain: get oriented, join the community, and set up to act fast.
The last onboarding video shows the whole path. A client who has seen every stage and its time does not need to ask what comes next.
Do you need custom portal software?
No. When an offer grows fast, some coaches spend a lot on complex software inside fulfillment. Clients do not get further because of it. Skool holds the video training, the community and the calendar in one place.
Circle has more options, and more options is the problem. Kajabi works for video but is dated. Slack is built for team chat, and communities on it are less active.
Skool. Circle has many options, but that is not smart. Slack is bad for community; it is good for team chat inside a company. For chat support I prefer WhatsApp or Telegram. Kajabi is okay as a video-training tool, but that is 2020, and there are better tools now.
What stays out of the portal?
The client board. Every client's stage, next milestone and on-track status lives in Monday.com, on the team side. The client sees their own path in Skool; the client success manager sees everyone's on the board.
Long documents stay out too. A long PDF nobody opens adds nothing. Put the step in a video and the tool in a worksheet next to it.
So does anything the client did not buy. A cheap tier that shows what the main offer has kills the reason to upgrade. Keep each tier's portal to what that tier paid for.
How do you keep a portal useful after launch?
Update it where clients get stuck. The board shows the friction zone: always after one stage, clients pile up as overdue. That stage gets a shorter video, a clearer action step or a better worksheet.
Video training that is two years old is outdated, and it is the guide clients follow. Improve it every month in small pieces. Small changes reach clients sooner than a yearly rebuild.
Watch out. Any change clients can see needs framing before it lands. We once added chat support to an offer for free, and it caused chaos: clients asked whether it was part of their offer. Even a free upgrade confuses people.
Further reading: Rebuilding your video training for completion · Milestones and levels: how Laundry Profits was built so clients finish
Diego Miescher
