Client Portal

The Problem This Tool Solves for You:

When I started my freelance journey, I ran into a big roadblock. I felt completely lost in managing projects, creating and sending all documents and properly onboarding. So, I had to create this portal for myself.

By using this template, you will:

* have everything you need to get your freelance project
* feel confident starting and ending the project,
* get a secure and in-time payment from the client,
*  build more trust,
* impress your clients with a smooth onboarding experience through an organised page
* streamline your communications and reduce back and forth email,
*  increase your chances of getting clients.

What Will You Get?

You will get a client portal that you can duplicate and share with each of your clients. You can organise all files and documents in one place. Also, this template has a progress/tasks section to provide a simple status update so clients know the progress at any time.
With that, you will also get access to useful templates such as:
* Contract Template
* Invoice Template
* Proposal Template
* Discovery Call Questions

This saves you time and effort in creating these documents from scratch.
Also, this template will continuously improve and grow. You make a one-time purchase and receive updates for this template forever.

Pain & Cost:

Considering my experience, I wasted a lot of time creating and sending documents and learning how to manage projects.
But you don't have to!
This tool helps you to save your and your client's time. I have prepared all document templates, a perfect onboarding process and a seamless management tool. So there's no work left for you.


Frequently Asked Questions

* Can I use this with the free Notion account?
Yes, you can use the free Notion personal account. You can sign up to Notion here.
* Can I customize the font, styling and icons in this template?
Yes! Notion is the best tool for your use case because it is incredibly flexible.
* Is this light/dark mode supported?
Yes! You can switch between light/dark mode without affecting your Notion workspace. Official guide by Notion here.
* How do I receive lifetime future updates?
As I receive more feedback, there may be improvements and new contents added to this kit. You will be notified of all future updates via Gumroad emails; You can also access the latest template link in your Gumroad Library.
* How do I contact you?
If you encounter any issues, email me at dyniza@uxdyniza.com