[Client First Name] — Quarterly 1:1 Portal
Q[1/2/4] [Year]
Welcome
Hi [Client First Name], I’m so glad to be working with you this quarter. This page is your private home base for everything we’re doing together—dates, goals, call links, recordings, resources, and updates. Keep this link and password handy.
Quarter dates: [Start Date] – [End Date]
Primary focus: [1–2 lines about the project/outcome]
Password for this page: [password]
Welcome & key dates
I’m so excited to work together over the next 3 months.
Here are our working dates and my Voxer hours:
5 January 2026
12 January 2026
19 January 2026
26 January 2026
2 February 2026
9 February 2026
16 February 2026
23 February 2026
2 March 2026
9 March 2026
16 March 2026
23 March 2026
30 March 2026
5 January 2026
12 January 2026
19 January 2026
26 January 2026
2 February 2026
9 February 2026
16 February 2026
23 February 2026
2 March 2026
9 March 2026
16 March 2026
23 March 2026
30 March 2026
How we’ll work (gentle + steady)
Calls: 1 × 60-min kick-off, 2 × 30-min check-ins (mid-quarter & wrap-up)
Check-ins: Mondays via Voxer (I reply within two business days)
Hands-on time: Up to 48 hours across the quarter
Client day: Mondays (UK time), with work scheduled calmly and realistically
Quick links:
• Book a call: [Calendly link]
• Message on Voxer: [Your Voxer handle / instructions]
• Email: [your email]
Goals & Quarter Plan
Top 3 outcomes for this quarter
[Goal 1]
[Goal 2]
[Goal 3]
Success looks like:
Now (weeks 1–4)
[Task A]
[Task B]
[Task C]
Next (weeks 5–8)
[Task D]
[Task E]
Later (weeks 9–12)
[Task F]
[Task G]
We’ll adjust this plan at the mid-quarter review to keep things calm and realistic.
Call details
Kick-off (60 min): [Date/Time] — [Join link]
Mid-quarter (30 min): [Date/Time] — [Join link]
Wrap-up (30 min): [Date/Time] — [Join link]
Recordings & notes
Kick-off recording: [File/Embed link] — Notes: [Doc link]
Mid-quarter recording: [File/Embed link] — Notes: [Doc link]
Wrap-up recording: [File/Embed link] — Notes: [Doc link]
(Tip: Use a File block to upload PDFs/MP4s, or an Embed block for Google Drive/Vimeo.)
Resources
Sharing files securely
Please upload assets to our shared Drive folder: [link].
For passwords or sensitive logins, use [1Password/LastPass/your chosen tool], not email.
Tasks
Use this as a simple running list. I’ll update after Monday check-ins.
Task
1
2
3
Assigned to
1
2
3
Status
1
2
3
Due
1
2
3
Weekly check-in (Mondays)
Please drop me a quick Voxer note using these prompts:
Wins: What felt good last week?
Progress: What moved forward?
Blockers: Anything getting in the way?
Focus: Your 1–3 priorities for this week
I’ll reply within two business days and adjust the plan if needed.
Updates log (for transparency)
[DD/MM]: [Short update, e.g., “Set up ConvertKit forms and tags; drafted welcome sequence.”]
[DD/MM]: [Short update]
[DD/MM]: [Short update]
Boundaries & support
I work at a calm, sustainable pace—no urgent or same-day turnarounds.
Typical reply window: within two business days (Mon–Fri).
If scope changes, we’ll agree next steps before proceeding.
Next steps & renewal (week 12)
At the end of the quarter you’ll receive:
Wrap-up call (30 min) to review outcomes
End-of-quarter report with links, SOPs, and your next 4–6-week plan
Renewal invite: You’ll get first priority for the next available quarter. If you’d like to continue, let me know by [date] to secure your spot.
Prefer ongoing gentle support? Consider my Slow & Sustainable Business Membership for steady resources and accountability: [Membership page link].
Need anything else?
Pop a message on Voxer or email me anytime and I’ll get back to you within two business days. I’m excited to make calm, meaningful progress with you this quarter.