Client Portal Galaxy Version
Notion Template Client Portal Client Dashboard, Project Management Client Tracker Notion Design Creative and Freelancers Notion For Business
Provide your clients with a better working experience by inviting and managing their projects and work in this client portal. This notion template will be the main central dashboard and probably the only dashboard you will need while working with your clients. This can be the best document and project-sharing workspace. This template will be highly efficient in decreasing your workload by increasing your productivity, You will no longer need to go back and forth with emails, text, etc All can be done here within the dashboard by just using the comments feature available in the dashboard. This notion template will help you simplify your workflow, improve your productivity, and Strengthen relationships with clients.
This template has two ways of workflow either you can use the project way or hourly rate basis Both are available and you can just choose as per your particular workflow and requirement.
The notion client portal is designed for a 1-1 collaboration viewpoint between the freelancer and the client. It is a standalone template it is not linked to any business dashboard and is not meant for multiple client data. Every time you have a new client all you will need to do is duplicate the original template.
TIP- Keep the originally duplicated template blank and duplicate that only for easier workflow.
WHAT'S INSIDE?
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ON-BOARDING
1. Introduction-Introduce your clients to your service and your working style preferences.
2. Contract- Keep your contract in one place organized.
3. Payment- All your payments are tracked here, [also hourly pay traceker].
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PLANNING
4. Meeting- Your meeting notes, links, and more in one organized place.
5. Questionnaire- Keep your clients involved and know your clients' preferences better.
6. FAQ- Some Basic FAQs that are asked each time so your clients can refer to them easily.
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DESIGN PROCESS
7. Vision- Your Project vision so you have a clear idea of the goals.
8. Project Tasks- All the tasks are organized.
9. Project Deliverables- All your deliverables including different project stage deliverables.
10. Final Version- Final files in one safe place so it doesn't get lost with other files.
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OFF-BOARDING
11. Payment- Final Payment
12. Feedback- Ask for feedback from your clients for better improvements and also for testimonials.
13. Account Acess- All your socials, workspace, and team members' socials for easy access.
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WHO IS THIS FOR?
This is particularly designed for freelancers who deliver services either on a project basis or hourly basis. Also, it is usually preferable for, Virtual Assistants, Web page designers, Graphic Designers, and others, but it might not be for coaching Clients.
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ABOUT NOTION?
Notion is an amazing tool that is designed to help you write, plan,& and get organized in one place. The notion is highly customizable to match your specific needs. The notion is free for personal use. You can create your account at www.notion.so.
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HOW TO USE IT?
After purchasing you will receive a PDF
Open the notion link provided in the PDF and just duplicate the template from there.
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NOTES
You will be able to use this template from any device as long as you are logged into your notion account. However, the templates are primarily designed for use on a desktop and laptop but you can adjust them according to your style using the size feature to fit better according to the device
A basic understanding of the notion will be required.
Each template is independent and is not linked to the other.
Due to the nature of digital products, Refunds are not possible.
KEY WORDS
Notion Client Portal Client Management Client Dashboard Notion Template Project Management Welcome Packet Freelance Dashboard Designer Template Client Planner Notion Planner Graphic Designer Customer Portal Tracking Client