Notion Client Portal Template

Are you tired of going back and forth with emails, losing documents, and forgetting important client deadlines? Look no more! Our Notion Client Portal is the perfect template to elevate your client experience and project workflow. It’s the ideal communication hub for you and your clients.

Created for brand designers in mind, but ideal for any creative freelancer: copywriter, web designer, photographer, etc! The template is fully customizable to adapt it to your business and include it in your workflows.

WHAT’S INCLUDED

• Welcome / onboarding section - Keep track of your client’s info, introduce your own process, and leave your contact info (including a customizable clock that adapts to your timezone!)
• Important Docs hub - Here you can upload contracts, invoices... All the important docs you and your client may need to have within reach.
• Resources - A place that includes info about file types, how to give feedback, brand design terminology, and FAQ.
• Deliverables - A section to keep track of all the deliverables, if you don’t want to upload them in the Project Calendar.
• Project Calendar - It includes 3 different views: calendar view, timeline view, and the kanban view. You can use smart tags to filter and sort your deliverables. You can add the final files in each of the tasks and ask your client to leave their feedback.
• Video tutorial on how to implement this into your client process.
• Bonus resources that our studio uses, compiled just for you!

HOW TO USE

You will receive a download to a PDF file which includes a link to a Notion Page, video tutorial, and extra resources. You just need to duplicate it to add it to your Notion.

NOTES

All sales are final. No refunds or exchanges.

This template is fully compatible with the free version of Notion, but we encourage you to upgrade to the Personal Pro or higher to share files and have unlimited space.

REVIEWS

"This is such a great tool to communicate with my client. They can easily have access to my calendar and everything! So useful! Thank you so much!" Nani, NANIGRAPHI

"I went straight to it and I realize it was easy to use and understand. I love that everything is easily accesible. As always your work is AMAZING!" Ndeye, AOUA STUDIO

More than 50+ satisfied customers!

ADDITIONAL INFO

If you need any help using the template or have any questions, feel free to get in touch with us. We are here to help! Reach us at studiodoshi@gmail.com