vPro Portal
Client onboarding, organized from day one
The vPro Portal is the secure client portal behind our Vision Accelerator Pro engagement. Clients create an account, connect with our team and complete the kickoff questionnaire that lays the foundation for their customized 90-day Strategic Action Plan.
Challenge, approach and what we delivered
The challenge
Kickoff information for each engagement arrived by email and calls, making it hard to keep answers complete, current and in one place.
Our role
We designed and built the vPro Portal for our own Vision Accelerator Pro engagements, shaping it around how our consultants and clients work together.
What we delivered
- Client accounts with team approval
- Kickoff questionnaire that saves progress across visits
- Client revision requests and team updates
- Team workspace with assigned consultants and status tracking
- Administrator review and final approval
- User invitations and access management
Intended benefits
- Designed to make client onboarding organized and consistent
- Keeps every client's answers in one secure place
Measured client results will be added once verified.
Related services
What our clients say.
Feedback from clients across our engagements.
Management made seamless
“Upon contacting AKIRECO, they did not hesitate to help me understand systems and automation and how having them in place could benefit my business. As an educator turned entrepreneur, there were many things I had to learn. The team listened to our needs and goals and guided us through each step. Our website looks great and the OLINX system has made management so seamless. We grew as a team and learned so much.”
I operate like a CEO
“Over the last several years, I have worked with AKIRECO to put automation and systems in place to scale my business. With their guidance, I have been able to increase the profitability of my business. Their coaching has given me a different mindset; they teach business owners to operate as a CEO. The team goes above and beyond the call of duty to help us build and grow our companies. I have gained so much confidence because they continually push me to grow and expand to the next level. They are very knowledgeable and professional.”
We loved every moment
“My team and I have loved every moment of working with the AKIRE team. Their patience, dedication and expansion of our vision has allowed us to build an onboarding system, website and a digital reflection of our community and transformational experiences.”
One place for every client’s starting point.
A strong engagement starts with complete, accurate information. Collecting it through email threads and calls made answers hard to track and easy to lose. We needed a single, secure place where clients and consultants could work on the same answers.
Simple for clients. Clear for our team.
Clients sign up, are approved by our team and open their kickoff questionnaire. They can save their answers and come back as often as they need, then submit when ready. If something needs to change after submitting, they request a revision with a comment.
Our consultants see every client questionnaire in one workspace — its status, who is assigned and when it was last updated. They can add answers gathered on calls, send updates back to the client, and an administrator gives final approval.
A look at the client and team views.
Kickoff questionnaire
Clients answer at their own pace, save progress and submit when ready.
Team workspace
Consultants track every questionnaire’s status and approve new client accounts.
Recreated screens with sample names and data.
We build the tools we rely on.
We built the vPro Portal around how our own engagements actually run. We take the same approach for clients: understand the process first, then design a portal or application that fits it.
Need a client portal of your own? See Custom Web Application & Mobile App Development →
Discuss a tailored solution.
Request an initial consultation. In a focused business analysis, we’ll look at how your organization works with its clients and recommend whether a custom portal, a customized platform or a process change fits best.