Notion Client Portal Template for Freelancers & Agencies

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$37.00

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KEEP YOUR PROJECTS ORGANIZED & CLIENTS UPDATED

Avoid the stress of missed deadlines and overlooked tasks. Start streamlining your workflows with integrated task management, tracking deliverables, and meetings. Spend less time on administrative tasks and more time delivering quality work, knowing that every detail is tracked and managed efficiently.

The Notion Client Portal is your all-in-one solution for streamlined client collaboration. Designed for professionals and businesses. This intuitive portal centralizes project management and simplifies client collaboration, which enhances transparency, organization, and client satisfaction.

You will get a PDF (2MB) file

ABOUT THIS ITEM

WHAT'S INCLUDED?

✅ Client Dashboard: A dedicated overview space where your clients can easily access key project details, status updates, and deliverables.

✅ Project Page: Organize each project with a clear and structured layout, keeping everything from timelines to milestones easily accessible.

✅ Task Manager Page: Stay on top of project progress by assigning tasks, tracking completion, and ensuring deadlines are met.

✅ Meetings Page: Schedule and document meetings with clients, keeping agendas, notes, and follow-ups in one place.

✅ Deliverables Page: Track and manage deliverables to ensure everything is submitted on time and meets client expectations.

✅ Billings and Invoices Page: Simplify the billing process with a professional and organized system for invoices and payments.

✅ Resources Page: Provide clients with easy access to files, documents, and links they need throughout the project.

✅ Feedback Page: Gather client feedback and ensure open communication for project improvements and satisfaction.

HOW TO USE?

1. After completing your purchase, you will receive a confirmation email with a link to access your Notion template.

2. Click the link to open the Notion template, then click the “Duplicate” or copy button at the top right corner to copy the template to your Notion workspace.

3. Open the duplicated template in your workspace and start customizing it by editing text, adding content, and adjusting the structure to fit your needs.

NOTE:

1. Customize the template colors to align with your brand. You can edit the template over and over again as needed.

2. A basic familiarity with Notion is recommended for optimal use.

3. Access this template from any device by logging into your Notion account, though it is optimized for desktop or laptop use.

DELIVERY

INSTANT DOWNLOAD

Your files will be available to download once payment is confirmed.
You will receive a download link directly on the purchase confirmation page or via email. This link allows you to instantly download your product.

What People Are Saying

"I used to spend so much time searching for files and emails. Now, with this Notion setup, I can access everything in seconds. It's simple, sleek, and super effective!"

— Amanda L., Web Developer

"As an agency owner, I needed a system that would grow with me. This Notion Client Portal keeps my team and clients aligned. It's an absolute must-have!"

— David K., Digital Agency Founder

"Not only is the Notion Client Portal amazing, but the Freelancer Starter Pack included is worth the price alone! The contracts, pricing guides, and templates helped me land my first high-paying client."

— Elena P., Virtual Assistant

FAQs

Yes. The templates are 100% customizable. You can add your brand colors, logo, content, and photos.
All of our products are instant digital downloads, so you will receive access to the products immediately after your purchase.
Due to the digital nature of our products, we don’t accept refunds, returns, exchanges or cancellations. If you have any questions or concerns regarding the products, please don't hesitate to contact us!
As soon as your payment is confirmed, you will receive a download link directly on the purchase confirmation page or via email. This link allows you to instantly download your order.
If you don't see your order, please check your spam or junk inbox. If you use Gmail, check your Social and Promotions tabs.
You have lifetime access to the templates. You can always go back to edit and download the template as many times as needed. It's best to download them as soon as possible. Some platforms may offer temporary download links that expire.
In most cases, you can re-download the product using the link provided at the time of purchase. If the link has expired or you can’t access it, contact customer support with your purchase details.
All transactions for the purchase of intangible products, pdf downloads, resource material, and online content are made through payment gateways such as PayPal or Stripe that use SSL encryption.
Templates may NOT be sold or redistributed in any form. Please read our Terms of Use.

Notion Client Portal Template for Freelancers & Agencies

KEEP YOUR PROJECTS ORGANIZED & CLIENTS UPDATED