Notion Client Portal Template

$35.00

for Notion

Streamline your workflow & elevate your client experience with our thoughtfully crafted Notion Client Portal. Say goodbye to endless email chains and scattered feedback - everything you need to manage client projects lives in one beautiful, organized space. Built by a designer for designers.

  • Project Overview Dashboard

  • Client Portal Template for Brand & Web Design Projects

  • Project Tracker with Tags & Dates

  • Comprehensive Brand Discovery Questionnaire

  • Website Planning Questionnaire

  • Client Feedback Forms

  • Quick Links Section for Project Resources

  • Done-for-you Prompts + Text (no lorem ipsum!)

  • Automated Task Status Updates

  • Banner Image Canva Template

  • Video Tutorial

for Notion

Streamline your workflow & elevate your client experience with our thoughtfully crafted Notion Client Portal. Say goodbye to endless email chains and scattered feedback - everything you need to manage client projects lives in one beautiful, organized space. Built by a designer for designers.

  • Project Overview Dashboard

  • Client Portal Template for Brand & Web Design Projects

  • Project Tracker with Tags & Dates

  • Comprehensive Brand Discovery Questionnaire

  • Website Planning Questionnaire

  • Client Feedback Forms

  • Quick Links Section for Project Resources

  • Done-for-you Prompts + Text (no lorem ipsum!)

  • Automated Task Status Updates

  • Banner Image Canva Template

  • Video Tutorial

 
 

  • Brand and Web Designers looking to bring more structure and professionalism to their client experience, while spending less time on project management. The template could work for other creatives, but its primary intention is for designers.

  • No, this template will work on the free account. However we would recommend upgrading to the paid account so that you can have less limitations on guests and files as well as access to the handy custom automations.

    If you are new to Notion, it’s quite easy and intuitive to use but we’ve included links to Notion support and handy keyboard shortcuts.

  • Absolutely! Stock images have been used for all of the banner images for the project board pages. You can keep them or switch them out with your own to make it more ‘on-brand’ for you.

    The Client Portal home page banner image comes as a Canva template link so that you can edit it for each of your client projects.

 

  • Once you purchase the template, you will immediately receive a link to access the Notion template. Be sure to download the file to your computer, as the download link will expire after 24 hours.

  • Due to the digital nature of this product, unfortunately no refunds or exchanges are accepted. All sales are final.

  • This purchase is for one individual license and may not be replicated and/or sold or distributed to others. By purchasing the product you agree to our terms here.

 
 
PURCHASE THROUGH OUR ETSY OR CREATIVE MARKET STORES FOR MORE PAYMENT CHECK-OUT OPTIONS.