Use this Notion Client Portal template and share the link with your client so they always have the most important information on-hand.
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:
What you need before purchase
After purchase, you’ll be able to view the template immediately. The template can added to your Notion account by:
For ongoing use, the steps are:
With our Notion Client Portal Template, say hello to a space dedicated to keeping you and your clients in the loop at all times. This template is designed to facilitate smooth communication and project tracking, ensuring that everyone is on the same page.
Ready to transform your client management experience? Download the Notion Client Portal Template now and embark on a journey of streamlined, hassle-free project coordination and communication!
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.