This client portal was created out of a need for building simplicity, depth and a perfect client experience. We use this with our clients in our branding business.
This way instead of doing admin all the time you can have a sip of coffee and breathe.
Who's it for?
- Brand strategists
- Website developers
What's it for?
Create a simpler client experience. Instead of using a hundred programs from Google docs, Asana, Slack, E-mail and confusing your clients. Simply use one space on Notion.
This template is a portal for you and your team as well as a portal for your client.
You can share this portal with your client, keeping all their information, documents and communication in one place. Make your client’s life easier.
- Scope of work
- Client meeting notes
- Project Notes & Drafts
- All project information
- Contract and Invoice spaces
- 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
- Useful resources
- And so much more!
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.
This is not a physical item, it is a digital file template created for Notion. Due to the nature of the product, all sales are final.
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 to any person in any manner without the written permission of the owner of this shop.