Notion Client Portal
The Notion Client Portal is designed for service-based businesses and creative freelancers delivering services on a project basis. This template is perfect to give your clients a better experience throughout your process.
This template will be a central dashboard between you and your client to share documents, presentations, designs and track projects. It’s life-changing for your business to have a space where you can streamline communications, and reduce emails and time for both of you. This template will show your clients how efficient and professional your business is!
WHAT IS INCLUDED?
Introduction & FAQ
Describe details about the project and your business and give instructions on how to use the client portal.
Contract & Invoice
Upload contracts & Invoices for your client’s approval.
Questionnaire
Discovery questionnaire for your client to answer and have the information in one place.
Project
Set stages of your projects and upload presentations and designs for your client to view, review and approve.
Deliverables
Upload all the deliverables of the project for your client to download.
Feedback
A space where your client can give you a review of the project.
Meeting
Schedule and include meeting notes.
BONUS
+ Full client discovery questionnaire included
+ File types included
+ Interactive client elements
This template you will be able to use this in the free version of Notion, after purchasing the template, you will receive a link to duplicate and copy it into your Notion Dashboard.
The Notion Client Portal is designed for service-based businesses and creative freelancers delivering services on a project basis. This template is perfect to give your clients a better experience throughout your process.
This template will be a central dashboard between you and your client to share documents, presentations, designs and track projects. It’s life-changing for your business to have a space where you can streamline communications, and reduce emails and time for both of you. This template will show your clients how efficient and professional your business is!
WHAT IS INCLUDED?
Introduction & FAQ
Describe details about the project and your business and give instructions on how to use the client portal.
Contract & Invoice
Upload contracts & Invoices for your client’s approval.
Questionnaire
Discovery questionnaire for your client to answer and have the information in one place.
Project
Set stages of your projects and upload presentations and designs for your client to view, review and approve.
Deliverables
Upload all the deliverables of the project for your client to download.
Feedback
A space where your client can give you a review of the project.
Meeting
Schedule and include meeting notes.
BONUS
+ Full client discovery questionnaire included
+ File types included
+ Interactive client elements
This template you will be able to use this in the free version of Notion, after purchasing the template, you will receive a link to duplicate and copy it into your Notion Dashboard.
The Notion Client Portal is designed for service-based businesses and creative freelancers delivering services on a project basis. This template is perfect to give your clients a better experience throughout your process.
This template will be a central dashboard between you and your client to share documents, presentations, designs and track projects. It’s life-changing for your business to have a space where you can streamline communications, and reduce emails and time for both of you. This template will show your clients how efficient and professional your business is!
WHAT IS INCLUDED?
Introduction & FAQ
Describe details about the project and your business and give instructions on how to use the client portal.
Contract & Invoice
Upload contracts & Invoices for your client’s approval.
Questionnaire
Discovery questionnaire for your client to answer and have the information in one place.
Project
Set stages of your projects and upload presentations and designs for your client to view, review and approve.
Deliverables
Upload all the deliverables of the project for your client to download.
Feedback
A space where your client can give you a review of the project.
Meeting
Schedule and include meeting notes.
BONUS
+ Full client discovery questionnaire included
+ File types included
+ Interactive client elements
This template you will be able to use this in the free version of Notion, after purchasing the template, you will receive a link to duplicate and copy it into your Notion Dashboard.