Built on free Google tools, with no paid platform needed
Google Workspace kits
A client portal on free Google tools
Each kit turns Google Sites, Forms, Sheets, and Docs into one client experience. Clients move through a single portal from proposal to signed agreement to kickoff call, and a free Google account is all it takes.
- One portal per client Set up your master portal once, then copy it for each new client in about 10 minutes.
- Signed online Clients choose a package, add their details, and sign your agreement in one form. They receive an email copy when they submit.
- A free Google account Everything runs in Google Sites, Forms, Sheets, and Docs. A free account, including a personal Gmail address, is all it takes.
Shop Google Workspace
Google Workspace kits, by design
Four designs, each a complete client portal kit. Select one to see every page it includes.
Client portal kits
A Google Sites portal, a proposal clients sign online, a client tracker, and a document template, in one design.
In every kit
Four pieces, one design
- Client portal A Google Sites portal with eight pages, from Your proposal to Files, in the order clients need them.
- Proposal form A Google Forms proposal across four pages: packages, client details, your agreement, and next steps.
- Client tracker A Google Sheets tracker that calculates paid, balance, booked, and outstanding from your payment log.
- Document template A Google Docs template for anything you send in writing: welcome packets, project guides, meeting notes, and letters.
How it works
From purchase to your first client
Every lesson includes a step-by-step guide with screenshots.
- Copy your kit Your portal link opens about 15 minutes after purchase, alongside the links to copy your form, tracker, and document template.
- Set up once Build your master portal with your colors, photos, packages, and agreement.
- Copy it for each client About 10 minutes per client, from a fresh portal to a link you can send.
Who it’s for
Structure without a paid platform
For service businesses that want a structured client experience on the Google tools they already use. See what else your Google Workspace can replace.
- Not on Dubsado or HoneyBook Run a structured client experience on free Google tools while your business grows.
- Signed agreements Collect signed agreements without paying for a separate signing tool.
- One design throughout Keep the same design across your portal, proposal, and client documents.
Pair it with
The same designs, in Dubsado and HoneyBook
Rosemary, Hibiscus, Lotus, and Zinnia also come as Dubsado form templates and HoneyBook Smart Files, so the design moves with you if you change systems.
