JCP Client Experience and Portal Project

[The Rolling Client Automation Skeleton]

The JCP Client Experience and Portal Project is designed to pull your client experience together in a way that feels clear, organized, and easy to move through. This includes finishing out your client portal page on your website, along with the automations that support it behind the scenes. I will also support key client touchpoints so everything feels aligned and intentional from start to finish.

This project includes

•  Completion of the client portal page on your website

  • This includes a data review of JCP history with Hewson to create a “Did You Know” overview to improve her awareness of your ROI

• Set up and refinement of supporting automations

• Support for your client survey to JCP

• Assist with the preparation of a client rollout presentation to introduce these updates clearly
  

What is needed from you

• Create and share your questions for the JCP client survey in a document or notes format

• Provide any additional context not reflected in the spreadsheet, such as partnership origin date or other meaningful milestones

• Share an updated and live version of your spreadsheet, since I am currently working from an older copy

• Prepare any new materials you would like to present, including gifts or strategy elements

• Confirm the billing cadence for JCP, especially as it relates to automations

• Any other featured buttons you’d like to see on her website page 

• I don’t foresee the need for any additional meeting time

Future Application and Scalability

This setup is meant to work beyond just this project. The client portal and systems will be built so they can be reused and adapted for future rolling clients. This makes it easier to create a consistent experience while saving you time, so you are not starting from scratch each time a new client comes in. A recording of how to duplicate the website page will be provided. All automations will be saved on your account and can be reviewed and replicated.

Why This Matters

Rolling clients are becoming a larger focus for Hewson, which means the experience needs to be both thoughtful and repeatable. Taking the time to refine how clients move through your process, both on the front end and behind the scenes, creates consistency, clarity, and ease. By streamlining the client-facing experience alongside the supporting automations, you are setting up a foundation that can scale without adding unnecessary complexity.

Goals
• Complete and launch the full client portal experience for JCP
• Gather initial feedback through a client survey
• Refine and adjust based on real client use and insights
• Follow up with a second survey focused on ease of use and overall experience
• Build a repeatable system that can be used and adapted for future rolling clients

Timeline

Ideally, we can wrap this by 4/30 at the very latest (Including your meeting or loom recording presentation to JCP!)

• [4/15] Completion of the client portal page on your website

  • This includes a data review of JCP history with Hewson to create a “Did You Know” overview to improve her awareness of your ROI

• [4/15] Set up and refinement of supporting automations

• [Turnaround depending on your outline] Support for your client survey to JCP

• [Can add to outline and draft of your PowerPoint upon finalization of other items] Assist with the preparation of a client rollout presentation to introduce these updates clearly

Open to your ideal timeline & additional thoughts, questions, or requests. 

Investment

$1,500/ project scope rate (this is allotted for an estimated 15 hours. If our project scope extends beyond that, I will let you know when we’re getting close to that place). 

Any additional meetings will be billed at $150/hour

$750 billed at launch and completion