Client Portal
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.
Introduction Page
Contracts
Payment
Meeting
Questionnaire
FAQ
Vision
Project Tasks
Deliverables
Feedback
Access
TIP- Keep the originally duplicated template blank and duplicate that only for easier workflow.
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Preview Link
https://hickory-red-1d2.notion.site/Client-Portal-Preview-12d32ca525ee4adc84d36c0906e95379?pvs=4
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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.
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 own personal account at www.notion.so.
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.
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.
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