Client Portal Notion Template
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Keep track of clients & projects with this all-in-one Client Portal Dashboard. Keep track of deliverables & timelines.
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Template Description
Why did I create this template?
I created this template for brand designers & other freelancers, who need a template for keeping track of clients. This dashbaord helps you & clients stay on track when working on projects. Share with clients so they can follow along on the design process.
What's inside the template?
The main dash is home to brand & project overviews, a mood board section, important docs & more. The pages included in this template are onboarding, proposals, questionnaire, contract, invoice, & offboarding. I suggest going through & editing each page before sending it off to clients.
How to use the template?
Click the link & dubplate the template into your Notion. Get a feel for the template & edit it to fit your client's needs. Feel free to play around with the entire layout as well!
What are the benefits of the template?
The benefits of this template are better project & time management. Clients will know you care about their brand & project by seeing how much work you put in. It's also very helpful to share with clients, they can't edit, but they can view as you update throughout the process.
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