Notion Client Portal

More designing, less hair pulling.

Are you tired of being unorganized? Do you hate having to sort through a thousand email threads? Are you also struggling to find an easier system for your valued client projects?

This Client Portal template is designed to help you stay organized with your clients and collaborate with them all in one place. This resource is also equipped with branding tools that will help elevate your client experience. Having a stress-free process allows you to dedicate more of your time and energy to designing and creating. No more clutter <3

This template includes:

• Client portal dashboard
• Due dates and tracker
• Invoice & contract
• Feedback & discussions (with prompt questions)
• Revision section (with prompt questions)
• Brand questionnaire (23 questions)
• Section for uploading moodboards
• Creative direction (with feedback questions)
• Upload project presentation
• Final files upload
• Off-boarding section
• Area for clients to write a review
• Goodbye packet