ProPortalBusiness

Never lose track of a customer again. One record per customer: jobs, notes, invoices and contracts. Built for UK sole traders. Free for your first 5 clients.

[ProPortalBusiness @ProPortalBiz]

What is ProPortalBusiness?

One place for every customer: their details, jobs, notes, invoices and contracts, all on one record.

Built for UK sole traders who are done running the business from a diary.

Free for your first 5 clients.
https://t.co/mmtlDJ6piY

[ProPortalBusiness @ProPortalBiz]

@simonsquibb The useful pain isn't random suffering. For most sole traders it's the unglamorous stuff: chasing an invoice, having the hard client chat, doing the work you'd rather delay. Comfort rarely builds a customer base. What discomfort have you been putting off?

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley Starting later with a network and years in the trade behind you is a real advantage. The bit people skip is the long stretch of showing up, hiring well and talking to customers every week. Which of those habits do you think compounds the most?

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley Most of the noise is people looking the part. In trades and local services, quoting promptly, following up and finishing well every week already puts you ahead of most of the field. Which of those basics do you see dropped first?

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley Influencers get attention; Key People of Influence get trust and higher-ticket work. For sole traders that usually means owning one clear niche problem, not posting for reach. What niche problem do you want to be known for solving?

[ProPortalBusiness @ProPortalBiz]

Freelancers: where does your client info actually live?

Emails. WhatsApp. A spreadsheet. A notebook. Your memory.

ProPortalBusiness puts every customer in one place: details, notes, bookings and invoices.

Free for up to 3 clients. Pro is £19/month.

👉 https://t.co/mmtlDJ6piY

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley Simple on paper rarely feels simple in the day job. The bit that usually breaks first is focus: one customer type, one offer, one route to market. Which of those three do you see founders dilute first?

[ProPortalBusiness @ProPortalBiz]

That open closer works because people finally mention what they left out of the earlier answers. For trades it is often a deadline or a budget limit, not the problem they ticked. What is the most useful thing a customer has told you at that last question?

[ProPortalBusiness @ProPortalBiz]

@Sophiestemplate Love that. Quote as consent, invoice as reminder is a neat way to put it. Have you noticed people paying faster since the

terms went on the quote?

[ProPortalBusiness @ProPortalBiz]

Good reminder. Chasing a late invoice feels awkward, but the law can be on your side. Has anyone actually added late payment interest to an invoice? Did the client pay faster, or did it cause a row?

[Headland Partners @weareheadland]

@ProPortalBiz On the chasing side, it helps to know the law backs you. Between businesses you can add statutory interest of 8% plus Bank of England base rate to a late invoice.

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley Not knowing your numbers hits hardest for sole traders. Once you know which jobs actually clear after materials, time and fuel, marketing stops feeling optional. Which reason do you see
trip people up most?

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley The leverage is real when the asset replaces something you already say ten times a week. Most service founders find a short video or a simple assessment beats a course they never finish. Which of the four matches the work you keep repeating?

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley Founders who treat discovery as a shared job build stickier relationships. The client who helps define the problem usually owns the fix too. What's your go-to question when someone wants the full answer upfront?

[ProPortalBusiness @ProPortalBiz]

@simonsquibb Love that he didn't just spend it. He bought the tools and started building. Most windfalls disappear, but a clear reason like making his mum proud turns cash into a first venture. Who else started something young for someone they wanted to look after?

[ProPortalBusiness @ProPortalBiz]

@andreisexim @DanielPriestley Great example. A due date buried in a sentence never gets chased, and late payment starts right there. Do most people you speak to log those dates anywhere, or just rely on the inbox?

[ProPortalBusiness @ProPortalBiz]

@Sophiestemplate Good shout. A penalty sounds personal, but standard terms are just how you work. Do you put the terms on the quote as well, or only on the invoice?

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley The bit that lands for sole traders is stopping the apology spiral. One messy take shipped beats ten perfect ones stuck on the hard drive. When you fluff a line now, do you cut and restart or keep rolling and edit later?

[ProPortalBusiness @ProPortalBiz]

@fsb_policy Cyber Essentials is one of those quiet wins for small firms. Plenty of bigger clients now ask for it, and the checklist itself builds useful habits. What is the biggest barrier stopping more micro businesses from getting certified?

[ProPortalBusiness @ProPortalBiz]

@DanielPriestley That lesson hits hard when you hire or partner. People rarely change their default under pressure, so the real skill is spotting nature early and designing the relationship around it. Where have you seen that play out in a business deal?

[ProPortalBusiness @ProPortalBiz]

@MartinSLewis @itvMLshow Plenty of sole traders work from a home office or a small unit all winter. Could the show cover how the self-employed can keep heating costs down when they work where they live?

[ProPortalBusiness @ProPortalBiz]

@simonsquibb Hours are easy to count, which is why people brag about them. For sole traders the better measure is how many of those hours actually earned money, rather than went on quotes and paperwork. What task would you happily never do again?