Notion Client Portal

The Professional Client Portal for Notion

Stop the email back and forth and start looking like the high end studio you are.

As a creative, your work is world class…but is your client experience? If you’re still hunting through old email threads for feedback or sending final files via messy links, it’s time for an upgrade.

This All in One Client Portal is designed specifically for brand designers, web developers, and creative agencies who want to provide a "white-glove" experience. It’s not just a template; it’s a complete system to manage your clients from the first proposal to the final "mic drop" delivery.

What’s Inside:

📄 Seamless Onboarding: A dedicated space for proposals and contracts so you can get the "boring stuff" out of the way professionally.

🔍 The 20 Question Deep Dive: An in-depth questionnaire to capture your client’s vision perfectly before you even open your design software.

🗓️ The Meeting Vault: Log every call and creative session in one place so "we never talked about that" becomes a thing of the past.

🎨 Dedicated Design Space: A curated home for your moodboards, brand presentations, and revision history. Show your concepts in a way that justifies your premium rates.

🔑 Secure Accounts: A safe spot for clients to share logins and access details without the security headache.

💵 Payment Tracker: Break your project into milestones and track invoices so you always know exactly where your revenue stands.

📦 The Final Handoff: A beautiful, organized vault for logo suites, typography, and assets. Give your clients a delivery experience they’ll tell their friends about.

💬 Feedback Loop: A clear channel for input and approvals, keeping the creative process moving forward and "scope creep" at bay.

The "Pro" Features:

• Automated Workflow: A step-by-step onboarding checklist to save you hours of admin.
• Contract & Proposal Hub: Faster setups so you can get to the creative work sooner.
• Content Collaboration: A central hub for clients to upload inspiration and review drafts.

✨ EXTRA BONUSES INCLUDED:

To make sure you’re fully equipped, I’ve included an Invoice Template and a Freelancer Contract Template. Both are fully customizable to match your brand fonts and colors.

Ready to level up? Ditch the scattered files and the "just checking in" emails. Grab the portal, invite your clients, and reclaim your time.

FAQ

Q: What is Notion?

A: Notion is an all-in-one workspace where you can create, organize, and share your notes, tasks, projects, and more. It offers a wide range of features, including databases, calendars, to-do lists, among others.

Q: How will I receive the template?

After purchase, you'll receive a link to duplicate the Notion template to your workspace.

Q: Is Notion free?

A: Yes! Notion offers a free plan that includes most of its basic features.

Q: Is Notion easy to use?

A: Yes, Notion is designed to be user-friendly and intuitive, with a drag-and-drop interface and customizable templates.

Q: I have more questions.

Send your question at SheNotions@gmail.com and I will be more than happy to answer :)

Due to the digital nature of this product, all sales are final.