In this video, I break down how choosing the right client portal can save you time and improve client delivery - while the wrong one can lead to frustration and even lost clients.
We’ll cover the 5 essentials every client portal should have, then do a side-by-side comparison of Notion vs. Assembly portals. You’ll see the strengths, trade-offs, setup process, and ideal use cases so you can confidently pick the best option for your business.
*Timestamps:*
00:00 Introduction to Client Portals
01:38 Notion Client Portal Overview
03:14 Notion Client Portal Pros and Cons
07:01 Assembly Client Portal Introduction
08:49 Assembly Client Portal Pros and Cons
12:00 Client Portal Tool Comparison
13:19 Best Client Portal Setup Guide
With love,
Chloë
Thank you to Assembly for sponsoring today's video.
*Use CHLOE at checkout to access $100 off your first purchase*
── RESOURCES MENTIONED
Assembly (formally Copilot) Client Portal Tutorial: • A SECURE and SCALABLE Client Portal with A...
Notion Client Portal Tutorial: • Create a Client Portal in Notion (+ Free T...
──YOUR NEXT STEPS
Sign Up for Assembly: https://chloeforbesk.com/assembly
Free Assembly Starter Kit: http://chloeforbesk.com/assembly-star...
Notion Client Portal Template: https://www.businessops.co/starter-kit
── REFERRAL LINKS (Thank you for using these links)
Notion: https://chloeforbesk.com/notion
Assembly: https://chloeforbesk.com/assembly
Relay.app: http://chloeforbesk.com/relay
Squarespace: https://chloeforbesk.com/squarespace
Flodesk: http://chloeforbesk.com/flodesk
Senja Testimonials: http://chloeforbesk.com/senja
Fathom AI Notetaker: http://chloeforbesk.com/fathom
Canva: https://chloeforbesk.com/canva
Descript: http://chloeforbesk.com/descript
Epidemic Sound: https://chloeforbesk.com/epidemicsound
── SAY HI ON SOCIALS
LinkedIn: / chloeforbesk
Substack: https://substack.com/@chloeforbesk
Pinterest: / chloeforbesk
Instagram: / chloeforbesk
Twitter(X): https://x.com/ChloeForbesK
Disclaimers:
• I do not work for Notion. The term "Notion" is a trademark of Notion.
• I do not own the rights to any of the music in this video.
If you read all the way to the bottom of description, leave a “🍎 “ in the comments! :)
Date: 6th October 2025
Sub Count: 6071 (Thank you!)