Notion Client Portal

Who's it for?

• Designers

• Brand strategists

• Website developers

Transform Client Chaos into Creative Harmony

Stressful project experiences don't create happy clients. If you're navigating these challenges, it's time for a shift:

• Endless revisions or delayed feedback from clients?

• Projects running longer than expected?

• Clients overstepping into the creative process?

• Less profitable projects than anticipated?

It's a sign that your project management system might be lacking. The Notion Client Portal is your solution.

Simplify Your Client Experience

Move away from juggling multiple programs like Google Docs, Asana, Slack, and Email, which only serve to confuse your clients. Embrace the simplicity of a unified space on Notion. This template serves as a dual portal - for you and your team, as well as for your clients.

Share this comprehensive portal with your clients, consolidating all their information, documents, and communication in one accessible location. Simplify their experience, and in turn, enhance yours.

So, relax, have that coffee, and breathe easy. With the Notion Client Portal, you're not just managing projects; you're creating seamless, stress-free experiences for your clients and your team.

What’s included?

Client Portal:

• All project information

• Contract and Invoice spaces

• Responsibilities

• Onboarding (where your client can upload all of their details and copy or images for the project)

• Brand discovery (brand and design questionnaire)

• Brand identity sections with feedback samples

• Web design sections with feedback samples

• Web development sections with feedback samples

• Brand Assets with feedback samples

• Project Timeline + progress stages

• Upcoming meetings

• Useful resources

• And so much more!

Looking for a complete solution to elevate your business operations?

While our individual templates offer great value, consider upgrading to Zen Agency In A Box for a comprehensive toolkit that not only includes this template, but also offers a wide range of additional features to streamline every aspect of your business.

What is Notion?

Notion is a free application that provides components such as notes, databases, boards, calendars, images, and reminders so that you can keep all your stuff in one place. You can create a free account at www.notion.so

How do I get access to the template?

Upon purchase, you will receive a downloadable PDF with instructions and a link to the template which you can duplicate into your own Notion account.

Please remember:

This is also for personal use. You only hold a limited license to use this template and you cannot redistribute or reproduce or sell the template. If you have any questions please visit our FAQs Page.