Client portals & team training · South Florida

Fewer Check-In Calls. A Team That's Trained

Give your customers a private place to see where their job stands, and turn your SOPs and training videos into training your team finishes on their own.

Without It

  • Customers call to ask where things stand
  • New hires learn by shadowing whoever has time
  • Your know-how lives in your head

With Client Portals & Team Training

  • Customers see projects, schedules and approvals in one place
  • Lessons, quizzes and progress for your team
  • Your way of working, written down and repeatable

What it looks like

Here's How It Goes

Example portal updateExample
  1. Client portal

    Your project: kitchen remodel. Next step: cabinets arrive Monday. Waiting on you: approve the countertop sample.

  2. Customer

    Approved.

An example of what a customer can see. Your portal uses your projects and your branding.

How we set it up

The Exact Steps, Start to Finish

  1. Map Your Process

    How a job moves from sold to done, and what your customers need to see.

  2. Build the Portal

    Projects, schedules, files and approvals, in your branding.

  3. Build the Training

    Your SOPs and videos turned into lessons and short quizzes.

  4. Launch and Support

    We set up your team and customers, and keep it running.

Lead systems & automations

Follow-Up That Books Jobs

Every call, form and message lands in one place, gets a fast reply and gets followed up until it's booked or closed.

Pipeline Setup

Every lead in one place, so nothing slips through the cracks.

Price Coming Soon
  • Your leads organized in one pipeline
  • Calls, forms and messages in one list
  • New-lead alerts for you and your team
  • A booking link for your site and replies
  • A simple dashboard of where leads stand
Book a Strategy Call
Recommended

Follow-Up System

Every lead gets a fast reply and steady follow-up, automatically.

Price Coming Soon
  • Everything in Pipeline Setup
  • Missed-call text-back
  • Instant replies to new leads
  • Text and email follow-up you approve
  • Appointment reminders that cut no-shows
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24/7 Lead Concierge

Answers, asks the right questions and helps book, day or night.

Price Coming Soon
  • Everything in Follow-Up System
  • A virtual receptionist on your line
  • Screening questions before you call back
  • Hot leads sent straight to you
  • Weekly lead report in plain English
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Nothing runs on its own until you've approved the wording and we've tested it with you.

Want the Whole System?

Market Takeover adds your content, ads, website and reporting, all run by one team.

See Market Takeover

FAQ

Client Portals & Team Training Questions

Is the portal private?

Yes. Each customer only sees their own projects.

Can I use my existing training videos?

Yes. We turn the videos and documents you already have into structured lessons.

How much does it cost?

Pricing is being finalized now. Book a strategy call and we'll give you a straight quote for your business.

Let's Build Your Customer Acquisition System

A short call. We'll tell you what to film, what to fix first and what it costs.

  1. Send the form (2 minutes)
  2. We reach out to set up your call
  3. Get a plan, a price and a timeline

Rather talk now? Call (561) 363-9573.

Step 1 of 4: What Can We Help With?

What Can We Help With?

Pick all that apply.

Book a Strategy Call