Hi Reader,
For years, I struggled to keep my client projects organized: what I needed to do, what my clients needed to do, and all the back-and-forth about it. Tasks lived in one place, files in another, design feedback somewhere else, and scheduling in yet another spot.
It was scattered, chaotic, and messy.
God forbid I ever needed to find anything quickly...
At first, I figured my CRM would solve it, since it offered task boards and a client portal that let clients see important stuff like their contracts, tasks, forms, and invoices. It seemed great, until I started using it.
In that CRM's portal,
- my clients couldn't use it to communicate with me—they could see our emails but not write a new email or reply to a current thread,
- the design was very basic & not customizable, and only I could set their password, which felt super awkward,
- tasks were too basic and lacked features that most Project Management tools had (Asana, Trello, ClickUp),
- and files still had to be shared either one at a time through form uploader fields (and downloaded one at a time too), or shared via cloud storage options like Dropbox/Google Drive.
So of course I tried moving the project management part to various Project Management tools and using them like a portal with my clients instead. It made sense, because PM tools like Asana and ClickUp are built for managing tasks with other people.
But even though clients never complained, I could always tell they weren't as comfortable in the tool as I was, and I never wanted them to feel overwhelmed by the tech I needed to manage the project!
A couple years ago, I found & created a different system; it’s worked so well I can’t imagine going back!
And this week, I’m showing you exactly how it works at Page Builder Summit 9.0. This year’s theme is “What’s Working Now,” and it’s a little different from most online events.
You won't get another list of things you should be learning.
You'll hear from people who build websites and run web businesses every day, sharing what they've changed, what’s saving them time, and what’s still getting results.
My presentation is on Day 3: How I Manage Client Projects Without Losing My Mind, on Nov. 4 @ 2pm Eastern with Live Q&A starting at 2:45pm Eastern. I'll show you my content collection form and client portal, which help me easily manage the many details happening during each project with the simplest tech stack possible.
For five days THIS WEEK (November 2-6, 2026), summit creator Anchen le Roux is bringing you 25+ presentations from 30+ web designers, developers, strategists and agency owners working across WordPress, Shopify, Squarespace, HighLevel, AI tools and more.
Speaker topics range from marketing and getting clients to accessibility, maintenance plans, building custom content with AI, and a ton more.
You'll also get to hear from other pro designers like:
- Rache De Luna of SquareStylist
- Sarah Masci
- Shannon Mattern
- Josh Hall
- and a whole lot more!
It's completely FREE & every presentation's replay is available for 48 hours.
There's more I'd love to tell you, but I'll let you check out the full lineup yourself. 🤭 👇🏼
