Client Portal-Notion Template

Say goodbye to chaos and take your freelancing business to the next level with this Client Portal Template.

I've created a template that I use with my clients, this helps me stay on task, feel organized, and also lets my client be apart of the journey. Grab this template!

What's Included

• Welcome Page - A page dedicated for you to introduce yourself to your clients.
• Contact Section- A quick section on the dashboard that allows you to share your communication method, timezones and work hours.
• How To Use- Dedicated to let your client know how to use the portal, and a overview of each page.
• Project Overview- Goes over the project scope
• Invoice & Contract- A system that has a invoice and payment tracker, along with payment information and the contract.
• Meetings- A calendar database that highlights and organizes meeting times, and allows for scheduling to keep you and your client on task
• FAQ - Share all of your FAQ here for your clients
• Task- A database that helps your client know what tasks needs to be done to help streamline your process
• Project Workflow- This database is complete with stages of your project such as the creative direction, deliverables, brand kit and more. This helps your client check in, give feed back and approval for the project
• Resources- A database dedicated to pages for all the legal documents, and important resources such as contracts, the proposal, timelines and more.
• Have the ability to edit, change, modify the template for each client.

What you need

• Notion- Somewhat of a basic understanding of Notion but this is perfect for anyone new to Notion!

Returns and Refunds

Digital products aren’t refundable or exchangeable, all sales are final. For questions, please contact designsbyjcb@gmail.com.