Client Portal

Your portal, built around your phase

Every Phase Trax client gets a private workspace in Notion, set up for the phase you're in: your curriculum, call schedule, tools and progress tracker in one place.

  1. 1

    Check your welcome email

    After onboarding, we invite your email address to your private portal page. Your direct link is in that email too.

  2. 2

    Sign in to Notion with that email

    Use the exact email we invited. No Notion account yet? A free one takes about a minute to set up.

  3. 3

    Open your phase portal

    Find your page under “Shared” in the Notion sidebar, or use the direct link from your welcome email.

Open my portal

Opens Notion's sign-in. Use the email you were invited with.

A portal for every phase
  • Phase 1Client Deal Bootcamp
  • Phase 2Business System Development
  • Phase 3Sales & Revenue Acceleration
  • Phase 4Scale & Delegate

Can't find your portal? Email us and we'll sort it out.
Not a client yet? Start with Phase 1.