Highlights

A highlight from the template
A highlight from the template
A highlight from the template
A highlight from the template

Client portal

Free

Purchase template

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Rich Peterson

Want to manage your agency or freelancer clients well and keep them in the loop with progress on their projects? Share this page with your client so they always have the most important information on hand.

This template includes:
- A team contacts section so your client knows which person to contact about which area.
- A build progress section to provide a simple status update so clients know the progress at any time. Includes status notes for extra details.
- Discovery, deliverables, and asset sections.


Questions & answers

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What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

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Navigate to the template you want to duplicate, choose the workspace you'd like to duplicate into from the dropdown, then hit the blue "Duplicate" button.

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How do I download Notion templates?

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How do I make a Notion template?

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