See how a client journey can move from quote to payment and project progress in one place.
This walkthrough shows how a project can move from an internal quote to a client proposal, staged payments and ongoing project communication without relying on scattered emails and spreadsheets.
The workflow begins with a real client and a clearly defined project.
Instead of building a quote in isolation, the project becomes the central place for scope, pricing, client communication and delivery.
Website workflow and client experience
Scope and pricing become a structured proposal instead of a loose document.
Features, services and external costs can be combined into one clear quote with a defined project total.
The customer sees the scope, price and next step without needing a separate PDF thread.
The proposal can be reviewed online and accepted directly from the client-facing experience.
Client Portal Redesign
Prepared by Hanneke Verhoef
- Client accounts and secure portal access
- Digital proposal and acceptance
- Staged payment workflow
- Project progress and client feedback
Includes VAT and agreed project scope.
Secure client accessPayment stages stay visible instead of disappearing into separate invoices and email threads.
The client can see what has been paid, what comes next and how each stage relates to the project.
The portal keeps project progress, requests and feedback connected to the work.
Clients can see what is happening, where input is needed and what has already been completed.
Requirements and project direction confirmed.
Review the first working client portal structure.
Connect workflows, payments and client communication.
“The structure looks good. Can we move the payment overview above the project notes?”
Need a client experience that fits the way your business actually works?
I build focused portals and business tools around real processes, customer journeys and internal workflows.
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