Client Portal Survey ⋆ Infinite Synergy Solutions

Name*

First

Last

Company Name*

I am a…

What kind of work do you do?*

Branding
Graphic design for ads and collatoral
Website design
Coding
Illustration

How is your company website built?*

Do you use an app to manage your projects?*

Do you invite your clients into your project management software to work alongside you?*

Yes
No

What motivated your decision to invite your clients into your project management software?

Are there any drawbacks to inviting your clients into your project management software?

Why have you chosen not to invite clients into your project management software?

Are there any drawbacks to not inviting your clients into your project management software?

Does your company current use a client portal?*

Yes
No
No, but we did in the past

Which client portal do you use?*

What reasons describe why you don't use a client portal?*

Never heard of one before
Don’t think of my company as being big enough to need one
Concerned about the amount of time needed to keep it up to date
Don’t know how to get one
Prefer to send all my project reports via email
Something else

Anything else you can tell us about why you don't use a client portal?

What caused you to stop using your client portal?

If you were to choose a client portal plugin, what features would be most important to your choice? Please put them in from most (top) to least (bottom) important

Looks good
Easy to use
Integrates with my project management app
Integrates with Zapier
Upsell features within the portal to interest my clients in new projects
Easy admin overview of where all my projects stand
Wordpress templating capabilities for all portal views
No need to code anything myself

Anything else you'd like to tell us about a potential client portal plugin?

Do you use Zapier?*

Yes
No
No, but I’ve been considering doing so
I’ve never heard of Zapier

Would you be interested in beta testing a Wordpress plugin that creates a custom client portal on your website?*

Yes
No

Is it okay to follow up with you about your answers?*

Yes
No

Email*

We won’t put you on any lists without your permission. We just want to be able to follow up with questions or contact you about the beta test.