Notion – Freelance Client Portal Template

This Notion client portal template will ensure you can onboard clients and run projects successfully.

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Notion – Freelance Client Portal Template

Are you a creative freelancer and want to:
– ⌛ Save time?

– 💸 Win more clients as a freelancer with a unique service offering?

– 🚦Track feedback/versions more easily (goodbyeee messy email threads)

I built this portal system  as senior project manager for a successful creative agency and it changed my life with managing clients/projects

For a one-time payment, you get lifetime access to:

– A project dashboard to store/manage all your projects

– Save time and customise the template to fit your business – reproduce your process’ at the click of a button 

– A more professional client experience which will land you more projects

– Increased transparency with task/questions status using the built in communication boards – say bye to messy email threads! 

– No more arguing over which pieces of feedback are linked to which version of the deliverable (sigh), using the simple deliverables/version tracker

– Flag anything that needs to discussed pre-kickoff in the Risk Assessment area

– Both you and the client will have access to the ‘Project Notes’ page

– Clean file management in the Resources database

– Increase potential conversion and introduce the idea of 💸 future work 💸 using the ‘Backlog’ area

– Onboarding advice for Notion/the portal and email template to send to clients

Template Type