Share any combo of support resources (guides, SOPs, project docs, videos) on a page that reflects your
brand, delivered with just one URL, and tracked so you always know when clients engage.
CloserConnect®
Professional support – beautifully delivered.
Watch It Happen
10 minutes from kick-off call to client receiving their personalized support portal
9:25 AM – Kick Off the Project
You just finished an onboarding call and committed to sending everything your client needs to get started. With CloserConnect, instantly organize all project materials, SOPs, and resources into one focused portal — no scrambling, no email chains. A clean, professional start that sets the tone for the whole engagement.
9:27 AM – Build Their Client Portal
With one click, create a new CloserConnect page for your client. Add their name, your branding, and a personal welcome message. A polished, professional space that feels custom-built for them — because it is.
9:30 AM – Add Their Project Resources
Drag and drop exactly what your client needs — project briefs, timelines, SOPs, deliverables, or reference docs — right onto their portal. Organized, relevant, and easy to navigate. No inbox clutter, no version confusion — just the right resources in one place.
9:40 AM – Share It and Stay Informed
Send your client their portal link with one click. The moment they open it, you’re notified. See exactly what they viewed, how long they spent on each resource, and which materials they return to — so you can follow up with precision and keep every project on track.
9:25 AM - Respond to the Sales Lead
You just finished an onboarding call and committed to sending everything your client needs to get started. With CloserConnect, instantly organize all project materials, SOPs, and resources into one focused portal — no scrambling, no email chains. A clean, professional start that sets the tone for the whole engagement.
9:27 AM - Create their Personal Page
With one click, create a new CloserConnect page for your client. Add their name, your branding, and a personal welcome message. A polished, professional space that feels custom-built for them — because it is.
9:30 AM - Aggregate Focused Content
Drag and drop exactly what your client needs — project briefs, timelines, SOPs, deliverables, or reference docs — right onto their portal. Organized, relevant, and easy to navigate. No inbox clutter, no version confusion — just the right resources in one place.
9:40 AM – Send it and Track it
Send your client their portal link with one click. The moment they open it, you’re notified. See exactly what they viewed, how long they spent on each resource, and which materials they return to — so you can follow up with precision and keep every project on track.
Support Clients Better with Personalized Portals
When a client needs support, clarity and quick access are everything.
CloserConnect helps you respond instantly, organize exactly what your client needs,
and track engagement — so you can follow up proactively and keep every project on track.
Support Clients Better
with Personalized Portals
When a client needs support,
clarity and quick access are everything.
CloserConnect helps you respond instantly, organize exactly what your client needs,
and track engagement — so you can follow up proactively and keep every project on track.
Learn how CloserConnect can work for you in our quick introduction video
All your project resources.
On a secure personalized page.
Always updated and accessible.
Check out how quick and easy it is to create
and send a client support portal.
Designed to Impress
See how consultants are delivering support to clients
CloserConnect gives you a branded client portal to share project resources, deliver updates, keep every version organized, and give clients one place to find everything they need.
No scattered email threads. No confused clients. No more ‘where’s the latest file?’ — just one clean, professional portal.
These sample pages are provided as examples of
what you can build in CloserConnect.
Try it free today and start building your own CloserConnect pages
with web links, photos, videos, documents, etc.
Anything you want to share with a potential client, colleague or close friend.
CloserConnect features a beautiful collection of customizable templates designed to make every page look its best.
CloserConnect®
Get Started Now.
Testimonials
CloserConnect has been a great tool for us. It’s helped us differentiate ourselves amongst all the other Recruiters that are out there. Our candidates love the tool. They are definitely more prepared for their interviews and are more successful on them.
Our clients also love CloserConnect. They love how it’s organized and each candidate’s information is easily accessible. All candidates are on one page rather than sending multiple emails with attachments. And it’s easily shared throughout their organization.
Another great feature is that we can see when our Candidates actually viewed the pages. Typically the success factor goes up after they viewed the pages.
CloserConnect has been a great tool for us. It’s helped us differentiate ourselves amongst all the other Recruiters that are out there. Our candidates love the tool. They are definitely more prepared for their interviews and are more successful on them.
Our clients also love CloserConnect. They love how it’s organized and each candidate’s information is easily accessible. All candidates are on one page rather than sending multiple emails with attachments. And it’s easily shared throughout their organization.
Another great feature is that we can see when our Candidates actually viewed the pages. Typically the success factor goes up after they viewed the pages.
CloserConnect has become an amazing resource and valuable tool for me day-to-day. We regularly have to communicate large amounts of information and CloserConnect allows us to do that simply and clearly with clients from all over the world. I support six Regional Managers – some are tech savvy and some are not. Across the board, they all love this program as they can use it easily.
From a marketing perspective, it provides just the right amount of personalization. Our clients know when we send them a proposal, it’s just for them — and that’s a huge differentiator in our industry. It makes my job so much easier. I wouldn’t want to work without CloserConnect.
CloserConnect has become an amazing resource and valuable tool for me day-to-day. We regularly have to communicate large amounts of information and CloserConnect allows us to do that simply and clearly with clients from all over the world. I support six Regional Managers – some are tech savvy and some are not. Across the board, they all love this program as they can use it easily.
From a marketing perspective, it provides just the right amount of personalization. Our clients know when we send them a proposal, it’s just for them — and that’s a huge differentiator in our industry. It makes my job so much easier. I wouldn’t want to work without CloserConnect.
As a graphic design business with multiple clients I use CloserConnect to set up custom designed portals for each client. This is a value add that they appreciate. I find it to be an effective tool for sending and storing client assets in a customized portal. . .
I also use the portal to upload final artwork that the client can retrieve at their convenience. It’s a practical tool that has integrated well into my workflow and isn’t bogged down with extraneous features – a simple straight-forward solution. The learning curve is small but if you do have questions about the app, the customer support is quick and personal.
As a graphic design business with multiple clients I use CloserConnect to set up custom designed portals for each client. This is a value add that they appreciate. I find it to be an effective tool for sending and storing client assets in a customized portal. . .
I also use the portal to upload final artwork that the client can retrieve at their convenience. It’s a practical tool that has integrated well into my workflow and isn’t bogged down with extraneous features – a simple straight-forward solution. The learning curve is small but if you do have questions about the app, the customer support is quick and personal.
CloserConnect has been valuable for us in remote selling because it allows us to create specifically targeted leave behinds for prospective clients once we’ve done our pitch. With CloserConnect we can pinpoint the specific points of interest that clients show interest in during our virtual sessions and respond rapidly. Then, using the analytics tools that Closer provides us, we can track their use or viewing of that information after the presentation so that we can give our sales people cues to zero in again with the customer. It helps to know what’s going on in their brains.
Another way that it has been very useful is in file sharing. With CloserConnect we can give the exact thing that we want or need to provide to someone with more reliability.
CloserConnect has been valuable for us in remote selling because it allows us to create specifically targeted leave behinds for prospective clients once we’ve done our pitch. With CloserConnect we can pinpoint the specific points of interest that clients show interest in during our virtual sessions and respond rapidly. Then, using the analytics tools that Closer provides us, we can track their use or viewing of that information after the presentation so that we can give our sales people cues to zero in again with the customer. It helps to know what’s going on in their brains.
Another way that it has been very useful is in file sharing. With CloserConnect we can give the exact thing that we want or need to provide to someone with more reliability.
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FAQs
What is CloserConnect?
A quick and easy content sharing/tracking tool perfect for sharing your portfolio or pitching your next big sale.
What is a CloserConnect page?
A CloserConnect page is a fully customizable content sharing page that you can design and share with your prospects or clients. It takes only minutes.
How do I add content to my page?
You can drag-and-drop or browse & select your files from a desktop, laptop, or tablet. Just click “add project item” from the “Edit” page. It’s super fast.
What kind of content can I add to a CloserConnect page?
- Links
- Documents
- Video
- Audio
- eLearning
- Other CloserConnect Pages
- Any digital asset to help you close the sale! There’s no limit on the number of files — or their size!
What kind of security can I enable for my page?
- Public: A page that is accessible to anyone to whom you send or is forwarded the URL. No password needed.
- Password: A private page that is accessible via a custom password you provide.
- Invite-only: A private page that is accessible via an email invitation or custom username. The client/recipient can only open it using their email and a system-generated password for added security. With Invite-only, each visitor will be assigned a unique access code for tracking purposes.
How do I track my content?
After sending your client the page link, you’ll get an email notification when the client is viewing what you sent — and with the real-time analytics you’ll know what they looked at — and how often!
