Client Portal
About this template
Provide your clients with a better working experience by inviting and managing their projects and work in this client portal. This notion template will be the main central dashboard and probably the only dashboard you will need while working with your clients. This can be the best document and project-sharing workspace. This template will be highly efficient in decreasing your workload by increasing your productivity, You will no longer need to go back and forth with emails, text, etc All can be done here within the dashboard by just using the comments feature available in the dashboard. This notion template will help you simplify your workflow, improve your productivity, and Strengthen relationships with clients.
This template has two ways of workflow either you can use the project way or hourly rate basis Both are available and you can just choose as per your particular workflow and requirement.
The notion client portal is designed for a 1-1 collaboration viewpoint between the freelancer and the client. It is a standalone template it is not linked to any business dashboard and is not meant for multiple client data. Every time you have a new client all you will need to do is duplicate the original template.
WHAT'S INSIDE?
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ON-BOARDING
1. Introduction-Introduce your clients to your service and your working style preferences.
2. Contract- Keep your contract in one place organized.
3. Payment- All your payments are tracked here, [also hourly pay traceker].
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PLANNING
4. Meeting- Your meeting notes, links, and more in one organized place.
5. Questionnaire- Keep your clients involved and know your clients' preferences better.
6. FAQ- Some Basic FAQs that are asked each time so your clients can refer to them easily.
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DESIGN PROCESS
7. Vision- Your Project vision so you have a clear idea of the goals.
8. Project Tasks- All the tasks are organized.
9. Project Deliverables- All your deliverables including different project stage deliverables.
10. Final Version- Final files in one safe place so it doesn't get lost with other files.
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OFF-BOARDING
11. Payment- Final Payment
12. Feedback- Ask for feedback from your clients for better improvements and also for testimonials.
13. Account Acess- All your socials, workspace, and team members' socials for easy access.
