Janelle celebrating your new ActiveCampaign retainer.

YES! YOUR SPACE IS RESERVED.

I’m excited to get started!

 

Please take minute now to...

Bookmark your Client Portal link (details below).

Questions? Feel free to connect with me at ja*****@***********an.com or on Voxer. 

I’ll be in touch with next steps & what you can expect from me soon.

1. SHARED FILES SETUP

We’ll collaborate using shared files in Google Drive. A shared drive will be created so you can transfer ownership to your own Google Drive at the end of our project. 

Please let me know if anyone besides yourself should have access to this Drive.

STEP ONE:

CREATE A FOLDER IN YOUR GOOGLE DRIVE

Title it: [ACTIVECAMPAIGN] Janelle & (insert your name or biz name here) – (insert Month Year year)

Example: [ActiveCampaign] Janelle & Rockstar Academy – Feb 2026

  • Change share permissions to “Anyone with Link” “can edit”.
  • Share access to the folder with me using ja*****@***********an.com (or email the link to me if easier).

STEP TWO:

SET UP THIS FILE IN THE FOLDER YOU JUST CREATED

  • A blank GOOGLE DOC titled [ACTIVECAMPAIGN] Project Workbook
 

2. CLIENT PORTAL INFO

Your Client Portal is where we’ll keep all administrative file (contracts, invoices, questionnaires, etc), special notes, and a master list of our links to our working documents (housed in Google Drive or elsewhere).

You can access your client portal here: https://hello.janelleharlan.com

Be sure to bookmark the link for future use!

Activity Tab

The Activity Tab is your client portal’s home base. You can review past correspondence here.

 

Notes Tab

The Notes tab is where our shared & Master links can be found for reference.

Files Tab

The Files Tab holds all project admin documents – proposals, contracts, attachments, etc. 

Payments Tab

The Payments Tab lists your scheduled payments info, including amount, due date, and payment status.

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Janelle Harlan

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