The BEST Client Resources You Can Make—and How to Organize Them

Are you constantly answering the same questions for clients:

“Where do I upload my photos?
When is my invoice due?
What are the next three steps?”

You have a fundamental flaw in your process. Every repeated question is a system failure and a drain on your time.

The solution is to create high-value, organized client resources. A great resource doesn't just provide information; it empowers the client, minimizes their anxiety, and frees you from repetitive, non-billable administrative labor.

What Makes a Truly Great Client Resource?

A good resource anticipates anxiety, manages expectations, and reduces friction.

1. It's Action-Oriented: It uses clear, numbered steps and strong verbs (e.g., "Upload Your Files Here," not "File Submission Process").
2. It's Visual: It uses screenshots, icons, or flowcharts to show the client exactly what to click, rather than just telling them.
3. It's organized by Phase: It groups information by where the client is in the journey (Onboarding, Active Project, Completion) to prevent confusion.
4. It Manages Anxiety: It preemptively answers the tough questions (e.g., "What happens if I miss a deadline?" or "How do I communicate urgent needs?").

The Best Resources You Should Create Now

These are the three non-negotiable resources that immediately cut down on administrative emails:

1. The Client Onboarding Guide (The Welcome Kit)

• Purpose: Sets clear expectations and deadlines from day one.
• Format: A beautiful, branded, multi-page PDF created in Canva (we use an affiliate link here: [Canva Link]).
• Content: Project Scope Recap, Key Contacts, Billing Schedule, and the link to their shared project folder.

2. The Project Status Flowchart

• Purpose: Answers the constant question: "What happens next?"
• Format: A simple visual flowchart (a single image) showing the five major phases of the project (e.g., Discovery → Design → Build → Launch → Support).
• The Hack: Create this using a simple diagram tool in Canva. The visual nature instantly reduces anxiety about the unknown.

3. The FAQs/Help Center

• Purpose: A living document answering every common question that is not unique to the client.
• Format: A simple, searchable web page (often hosted on your website or within a client portal).
• Content: How to pay an invoice, who to contact for technical support, and what your response time is.

How to Organize and Deliver Your Resources

A resource is only as good as its delivery system. You need a central, secure, and easy-to-access hub.

1. Centralize Everything: Never send attachments in separate emails. Create a single Client Portal (which can be a password-protected page on your website, a service we build here at kinship-media.com). Every PDF, link, and status update lives here.
2. Use Folder Structure: Organize all files logically: Phase 1 Documents, Phase 2 Documents, Billing/Invoices, Final Assets.
3. Automate Delivery: Use your CRM to automatically send the link to the Client Portal immediately after the client signs the contract. This is a crucial part of building an Asynchronous System—the system does the work for you!

By treating documentation as a core product offering, you elevate the client experience and permanently buy back your time.