Notion Client Portal Project Planner

Are you a freelance brand strategist, web designer and web developer who needs to get organized but can't afford a team (yet)? Then this Notion website template is the ultimate business template for you!

→ WHY?

It will help you with your project management and client CRM.

→ HOW?

With this template, you can assign each project to a specific client. Also, each project is associated with a custom, personalizable client portal that you can later share with your client. The portal is a central workspace where you and your client have everything you need on ONE platform (instead of using a hundred programs from Google docs, Asana, Slack, E-mail and confusing your client). Simply use one space in Notion.

You can share documents (like your design contract, invoices, brand guidelines, etc.), upload informative videos and easily hand over your design files. It helps you gather creative ideas and inspiration, as well as feedback from your clients. Track your project progress by checking off task boxes, and use the chat box to centralize all communication with your clients in one place - no more emailing back and forth, so you can both save time and work more efficiently. With the 6-step roadmap and timeline, your customers will always know what the next step in their journey is. Make your client’s life easier.

In the business dashboard, you can manage all your projects in less time by using the comprehensive project planner with project progress indicator. You can also store all your clients' data in one place - and make changes whenever you need to.

The entire template is fully customizable and includes built-in formulas and relationships to help you work more effectively, increase your productivity, achieve your business goals, and leave a great customer experience.

→ WHO IS THIS FOR?

This template is specifically designed for creative freelancers like brand designers, web designers, web developers or small design agencies, who deliver services on project basis. In this case, the client will pay a set price for the project (instead of hourly rates). The template is a good addition to your already existing business dashboard in Notion.

→ WHAT IS NOTION?

Notion is an amazing online software that helps you write, plan & organize your business in one place. Unlike paper planners, Notion templates are interactive and can be customized to match your – and your clients – specific needs.

→ IS IT FREE TO USE?

Yes! Notion has a FREE plan that you can use for this template.

→ HOW TO USE IT?

1. Upon purchase, you will receive downloadable PDF files with several links. The first link will give you access this template, the second link will take you to a video tutorial on how to use the template correctly. Also you will receive another PDF with a few more links to edit and customize the main images (that are used in the Client Portal) in Canva.
2. When you click on the link to access the template, please first duplicate the template into your own Notion account. To do this, simply click the "Duplicate" button (found in the upper right hand corner of the window). The template will now appear in your own Notion workspace.
3. Then please open the second link and watch the introduction tutorial to use the template properly.

→ IMPORTANT

• To use this template you will need to create a free account at [www.notion.so](http://www.notion.so/)
• You can use this template on any device and any operating system as long as you are logged into your Notion account. However, this template is primarily designed for desktop usage.
• If you are using the Notion Desktop App on your computer it might be possible that the Client Portal is taking a longer time to load (approx. 60 sec.). Because of this, I highly recommend using this template with the browser version on your desktop.
• Each Notion template in my shop is independent and not linked/connected to another one.
• Please remember: This is not a physical item! It is a digital file created for the software Notion.
• Due to the nature of the digital products refunds are not available, all sales are final.
• Regardless if you purchase a personal license or a commercial license, you must not redistribute, reproduce or sell this template to any person in any manner.