Notion – Client Portal Template

Use this Notion Client Portal template and share the link with your client so they always have the most important information on-hand.

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Notion – Client Portal Template

Want to manage your agency or freelancer clients well and keep them in the loop with progress on their projects? Use this Notion Client Portal template and share the link with your client so they always have the most important information on-hand.

This template includes:

  • Table of Contents for easy access to sections
  • Team Contacts section so client know which person to contact about which area
  • Build Progress provides a simple status update so clients know the progress at any time. Includes status notes for extra details.
  • Discovery, Deliverables and Assets sections
  • Discovery includes an area for a brief, details about the client’s business & their website, an inspiration board and links to current assets
  • Deliverables includes your proposal and signed contract
  • Assets includes links to your prototype, revised brand style guide and colour palette + final deliverables


What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you’ve looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.


After purchase

After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

For ongoing use, the steps are:

  • Login to Notion and select the template you want to view
  • Click on the Duplicate link in the top-right of your screen to create a copy to use
  • You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again


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.

For example, a client portal could include:

– Logos (visual featured here)

– Proofreading samples

– Proofreading test results

– Timeframes

– Tasks and milestones

The client portal is a great way to communicate with clients as it gives them the opportunity to access useful information whenever they need it. In addition, some companies charge a fee for accessing the portal, which can help reinforce the market value of your services.

This new area of communication with clients has become very popular in recent years, and this rise is set to continue its growth.

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