Notion Client Portal
Welcome to our comprehensive Client Portal Notion Template, designed to elevate your client management experience. This all-in-one solution is perfect for freelancers, brand designers, agencies, or businesses seeking to streamline project collaboration and enhance communication.
Pages Included:
📄 Proposal Page: Explore a combined space for both project proposals and contracts, ensuring a clear understanding of expectations and terms before embarking on the project journey.
🔍 In-Depth Questionnaire: Gather essential project details effortlessly, ensuring a comprehensive understanding of your client's needs and preferences.
🗓️ Meetings: Easily schedule and document meetings notes, ensuring all discussions are logged for efficient project tracking and management.
🎨 Design Space: Dive into the heart of your brand's visual identity with our redesigned 'Design Space'. Explore concept mood boards, brand presentations, and revision history, all in one convenient location.
📌 Moodboard: Share and curate design inspirations seamlessly. Clients can upload images to Google Drive or share their favorite Pinterest visuals to give a better understanding of their preferred design concepts.
🔑 Accounts: Simplify access requirements by easily sharing necessary account details for smoother collaboration.
💵 Payments: Break down project payments into stages, ensuring a smooth and well-defined payment process.
📦 Final Deliverables: Store and organize all project files, ensuring smooth handovers and client acceptance for successful project conclusions.
💬 Feedback: Encourage open communication and collaborative input, fostering an environment of continuous improvement and shared vision.
BONUS!
🎁 Freebies: Enjoy a collection of handy resources, including an invoice template, freelancer contract template, and editable graphics used in the template, allowing easy customization to suit your preferred colors and fonts.
Explore our updated Client Portal Notion Template today and elevate your client management process to new heights!
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.
Enhance your client experience with an invitation to your dedicated client portal. Designed for seamless one-on-one collaborations between freelancers and clients, it is your comprehensive solution for managing projects and nurturing streamlined collaborations. Our Notion template acts as a centralized dashboard, allowing seamless document sharing and joint project tracking, minimizing time-consuming email exchanges.