Notion Client Portal: Project

Ideal for project-based freelancers, this comprehensive and user-friendly template optimizes your workflow for a smooth client experience. By harnessing the power of this customizable template, you can efficiently duplicate a client portal for every new project, freeing up your time to focus on what truly matters: helping your clients achieve their design goals and bringing their visions to life.

Preview before you buy:

What's Inside?

-- WELCOME GUIDE: Impress your clients from the get-go with a professional and informative introduction, ensuring a smooth onboarding experience.

-- EFFORTLESS ONBOARDING: Streamline the information-gathering process and make it a breeze for clients to provide all the essential details for their projects, eliminating any unnecessary back-and-forth.

-- MESSAGE HUB: Say goodbye to scattered communication! Centralize all client conversations within Notion, keeping you organized and informed at all times.

-- AGREEMENTS MADE EASY: Share and sign agreements seamlessly, reducing paperwork and saving valuable time.

-- PAYMENT TRACKING AND INVOICING: Keep a close eye on project finances with convenient payment tracking and efficient invoicing capabilities, ensuring you get paid on time.

-- COMPREHENSIVE CLIENT VISION TOOLS: Dive deep into your clients' vision and preferences using our built-in questionnaire, brand exploration, and moodboard tools. Understand their needs and deliver outstanding results.

-- COLLABORATE EFFECTIVELY: Assign project tasks to clients, promoting transparent collaboration and ensuring everyone is on the same page.

-- CLEAR PROJECT TIMELINE: Enjoy clear visibility into your project's timeline at each stage, allowing you to plan and allocate resources effectively.

-- STREAMLINED REVISIONS: Share drafts, and collect concise feedback and approval, ensuring a smooth and efficient process.

-- MEETING SCHEDULER AND NOTES ORGANIZER: Effortlessly schedule meetings and keep meeting notes organized in one place for easy reference.

-- SUPPORT AND FAQ PAGE: Save time and enhance client communication by utilizing the support and FAQs page. Provide answers to frequently asked questions and address common client issues, allowing you to direct clients to this comprehensive resource instead of repeatedly answering the same inquiries.

-- SEAMLESS PROJECT COMPLETION: Wrap up projects seamlessly by effortlessly handing over final design files, ensuring a professional and satisfying client experience.

-- SMOOTH COLLABORATION: Easily gather account access information with clients, fostering smooth collaboration and eliminating any technical hurdles.

-- CLIENT FEEDBACK FORM: Enhance your project evaluation process with our included feedback form. Gather valuable feedback from clients at the end of each project, ensuring clear communication and continuous improvement in your process.

Testimonials

"Love it!! Very complete, all pages are filled with content and the experience is so smooth!! Love it, love it, love itttt!! ❤️‍🔥 Ps: I customise it so I can use it for Wedding Photography and it's amazing!"

"Perfect, exactly what I was looking for!! Overall fantastic experience. I've already gotten some good feedback from my clients too"

"This Notion template has made working with my clients a lot easier! I was kind of overwhelmed trying to make something like this myself so it was amazing to find this and have the groundwork already done. Thank you!"

FAQs

• Is this template customizable? Absolutely! You can easily modify and personalize the template to suit your specific needs. Add, delete, or rearrange sections as you wish.
• Will it work on mobile devices? Yes, but it is optimized for viewing on a laptop or desktop, so the experience will be very different. Using a mobile device is not recommended.
• I'm not familiar with Notion; will I be able to use this template? Yes, but it's recommended to have some knowledge of Notion. Start by watching this video to get a hang of the basics: https://youtu.be/gp2yhkVw0z4
• How I will receive the template? After purchase, you'll receive a link to duplicate the Notion template to your workspace.
• Am I allowed to share this template with others? Each purchase is for individual use only, and sharing the template file directly is not permitted.

Questions?

Feel free to reach out to me at cactusdazestudio@gmail.com.