Notion – Client Portal for Graphic Design Agencies Template


Use this template for each of your graphic design clients so they can have all their key contacts on hand, can see the progress of work and can access their documents at any time.

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Notion – Client Portal for Graphic Design Agencies Template

Use this template for each of your graphic design clients so they can have all their key contacts on hand, can see the progress of work and can access their documents at any time.

Why You Need This Template

  • Streamlined Communication: With the Client Portal for Graphic Design Agencies, you have a centralized space where communication between your team and clients is streamlined and organized. Clients can easily get in touch with the right contacts, making the communication process smooth and efficient.
  • Efficient Design Request Management: The template allows you to efficiently manage and track graphic design requests from clients. With a clear view of the status, details, and progress of each request, you can ensure that no request is overlooked and that each one is completed in a timely manner.
  • Document Accessibility: All brand and signed documents are easily accessible and organized within the portal. This feature ensures that both your team and clients can quickly find and retrieve necessary documents without hassle.

Template Features

  • Quick Links Section: Provides easy access to design requests, brand documents, signed documents, and video meeting recordings.
  • Design Requests Management: Allows for easy submission and tracking of design requests with detailed information including campaign name, status, request details, main goals, artwork size, requester information, progress, and links to final designs.
  • Brand Documents Section: Organized space for all brand-related documents.
  • Signed Documents Section: Efficiently manage and access all signed documents related to the graphic design projects.
  • Video Meeting Recordings: An organized section where all video meeting recordings can be stored and accessed.

Adding Template To Your Account

  1. Purchase and Download: First, purchase the template from Gumroad. After completing the purchase, you will receive a download link.
  2. Duplicate the Template: Open the downloaded template. At the top-right corner of the page, you will see a “Duplicate” button. Click on this button to create a copy of the template in your Notion account. You might need to log in to your Notion account if you are not already logged in.
  3. Customize the Template: Once the template is in your account, you can start customizing it to fit your agency’s needs. You can add, remove, or modify sections and content as you see fit.

The Benefit Of Using A Client Portal

The client portal is an online area that communicates vital information about the project, such as timeframes, tasks, and milestones. It can also allow clients access to brand assets (such as logos), proofreading samples, and proofreading test results.

As a business owner, you are always looking for ways to improve efficiency and communication with your clients. A client portal set up in Notion is a great way to do both of those things. By using a client portal, you can give your clients 24/7 access to their account information, project files, invoices, and more. This allows them to view information on their own schedule and get the answers they need without having to wait for you to respond during business hours. In addition, a client portal gives you a central location to store all of your client information. This makes it easy to find what you need when you need it and helps to prevent miscommunication. By using a client portal, you can improve communication with your clients and make your business run more efficiently.

You’ve just completed setting up your client portal and you’re ready to invite your clients. Here are a few steps to help make the process go smoothly:

First, send an email to your clients letting them know that you’ve created a portal for them. Include a brief description of what the portal is and how it will benefit them. Then provide instructions on how to access the portal in Notion (potentially using a non-Google-indexed share link or you could invite them to your Notion portal page). Be sure to include your contact information in case they have any questions.

Next, log in to Notion and duplicate your client portal template and rename them for each of your clients. Once you’ve created the new duplicated pages, you can then send each client an individualized invitation with the Share link for their portal page.

Finally, follow up with your clients after they’ve had a chance to log in and explore the portal. Ask them if they have any questions or suggestions on how to improve the portal. Thank them for their feedback and let them know that you’re always available to help. By taking these steps, you can be sure that your clients will appreciate and benefit from the client portal you’ve created.

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