Notion – Freelance Client Portal Template

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

Get Notion Template

Notion – Freelance Client Portal Template

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

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

– ūüö¶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:

РA 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¬†

РA 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

РFlag 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¬†ūüíł¬†future work¬†ūüíł¬†using the ‘Backlog’ area

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

Template Type