Yann asked me to create an extremely simple to use & navigate client portal system for his consulting/mentoring clients.

I created a minimalist CRM with a default template for each new client, containing a private section for private notes, and a sub-page that hosts the client portal.

This portal contains 2 linked databases: Sessions & Resources.

There’s a button to quickly add a new session, based on a template where in each session you can find the Agenda, Notes and Resources of the day.