Client Dashboard Portal for Notion // Notion Client Portal

Looking for a game-changer for your client connections? Try this intuitive, hassle-free dashboard to elevate your client experience!

Why clutter inboxes when you can offer something truly special? Take a peek at the template right here: https://bit.ly/3EqvdWK

This Notion template is your secret weapon for seamless client communication—no more starting from scratch! From the get-go, it creates a welcoming space for your clients. Set expectations, deliver work, manage payments—all in one cozy Notion hub.

Outline projects, set timelines, and keep clients in the loop with regular updates. Share files, gather feedback, and collaborate effortlessly.

What’s the cherry on top? Capture valuable feedback and heartfelt testimonials within this magical dashboard—it’s like a memory box for your client connections!

Worried if your clients are new to Notion? Don't fret. We’ve included user-friendly instructions. With a neutral color scheme that blends seamlessly with any brand, carefully curated images, and easy customization, it's your canvas to reflect your business personality.

This template integrates smoothly into your account and is ready for action. Duplicate it with a snap and tailor it to each new client’s vibe.

Here's what you get...

Homepage: The gateway to your professional collaboration space.

Starting Point: Instructions and expectations for smooth interactions.

Project Overview: Outlining proposals, document uploads, and meeting notes.

Project Timeline: Setting deadlines and tracking essential milestones.

Project Workspace: Upload drafts, enabling efficient revision requests.

Notes & Thoughts: A shared digital notepad for brainstorming and ideation.

Future Planning: Streamlined payment instructions and repeat engagement encouragement.

Feedback Hub: Gather invaluable reviews and testimonials.

⭐️ Heads-up! ⭐️ This template is already part of the Services CEO All in One Planner and the Services Work/Life Planner—no need for both!

Remember:

This is a digital purchase— you'll get a PDF download with a link to your Notion template. Duplicate it effortlessly and make it yours within your Notion account. A free Notion account is all you need to get started.

---LICENSING INFO---

This purchase is for individual use with unlimited clients. Looking for a greater scope of use? Let's chat about commercial licensing details.