Client Portal Template on Notion

$20.00

Level up your business and client experience with our Client Portal Template on Notion. This template is a one-stop solution for you and your client to have a seamless workflow together. It enables quick and smooth communication with a clean interface and manageable dashboard.

Break down the processes into effortless brand strategy, identity, assets, and offboarding steps. Hit the nail on the head by focusing on smooth workflow, improving client experience, and providing feedback – all in one place.

PRODUCT DETAILS ❇︎ WHAT'S INCLUDED ❇︎ PRODUCT DETAILS ❇︎ WHAT'S INCLUDED ❇︎
PRODUCT DETAILS ❇︎ WHAT'S INCLUDED ❇︎ PRODUCT DETAILS ❇︎ WHAT'S INCLUDED ❇︎

What’s Included:

  • Onboarding notes and client details, contract page, invoicing, discovery question prompts.
  • Customizable step-by-step process sections to deliver concept presentations and gather feedback
  • List of project deliverables and important dates
  • Useful Resources for clients:
    – How to Give Effective Feedback
    – Guide to the Different File Types
  • Notion Help
  • Progress Calendar
  • Feedback questionnaire for your design business
  • FUTURE UPDATES, By purchasing this template, you will also have access to all future portal updates and improvements.
0
    0
    Your Cart
    Your cart is emptyReturn to Shop