Designed by Janine Wicklein Owner of TheCoastlineStudio 5.0 out of 5 stars (1) 311 sales
1/9
Notion Client Portal For Designer
$50
About
Offer your clients a great customer experience by inviting them to their personalized client portal. This portal is a central workspace where you and your client have everything you need in ONE platform.
With this Notion template you can share documents (like your contract, invoices etc.), upload informative videos and resources and hand over your design files with ease. It helps you to collect creative ideas and inspirations, same as clients feedback. You can schedule presentation calls, make notes and basically centralize all communication with your clients in one place – no more back and forth emails, so both of you can save time and work more efficiently. With the 6-steps-roadmap plus the timeline, they always know what’s the next step of their journey.
→ WHO IS THIS FOR?
This template is specifically designed for creative freelancers like brand designers, graphic designers or 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).
→ WHAT IS NOTION?
Notion is an amazing online tool 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?
- After purchasing this listing you will receive a PDF with a link to this template.
- Open the link and duplicate (!) the template into your own Notion account. You find the „duplicate“ button in the top right corner.
→ IMPORTANT
- To use this template you will need to create a free account at www.notion.so
- You can use this template from any device as long as you are logged into your Notion account. (However, this template is primarily designed for desktop usage.)
- Each Notion template in my shop is independent and not linked/connected to another one.
- Due to the nature of the digital products refunds are not available.
- 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.
NEW! Now available in my shop: Template Bundle Project Planner & Client Portal https://creativemarket.com/PeachCreatives/13427125-Notion-Client-Portal-Project-Planner
Reviews
1 Review
This notion dashboard is effective, professional, well-thought-out, and so super adorable that logging in is a delight. It manages expectations about: - what's needed from them before you can start - when payments are expected (if you pay by deposit first or use project milestones) - how many meetings and revisions they'll have, and when those are - gives them a place to put all those questions instead of live text-bombing them to you. Just to be clear: I design apps for a living, often for businesses to organize their internal projects. That means I have to use so many project planning tools to know the expected look, feel, and functionality. Even compared to everything I've seen and used - I rank this highly.
Comments
FAQs
- How do I contact support?
For questions about this product, message the Shop Owner via their shop profile. For all other questions, like licensing or billing, visit our Help Center.
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PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.
Mac: Double click the .zip file, then search for the product folder or product file.
If you continue to have trouble, check out this help article for more tips.
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