Notion Client Portal Project Tracker
About
With the Notion client dashboard, you can organize all of your clients in one place. By creating client portals, you can keep projects and communication centralized. Share the portal with clients to keep everything on track. It's a great addition to any business dashboard.
Client Portal for Graphic/Web Design Clients, for Design Day Intensives, and a generic template for service-based businesses.
Each Dashboard Includes A welcome page for your client, An overview section, A communication log, a process section Timeline Section Resources Section Feedback Section.
Designer Template Includes Processes for A working contract (free bonus), Proposal Invoices, and Brand Assets. Brand Questionnaire - actual questionnaire for design projects included in the template, and a free bonus invoice template, contract template, and mood board template.
The freebies included are
- Contract Template
- Invoice Template
- Moodboard Template
All of them were created with Canva to make things easier for you to make edits fast.
PLUS - Free Canva Template to create your own page covers and headers!
You will need
- A device to access Notion (e.g., Desktop, Laptop, Smartphone, Tablet)
- A Notion account (It’s free to sign up for a personal plan!)
- Basic understanding of how Notion works
notes
- The template is optimized for use on a Desktop or Laptop and will not appear the same as the listing photos when used in smaller devices. However, the function of the template remains consistent among any device.
- This template only works with the Notion App or the Notion Website. Any other applications will not work with this template. This is a digital download. No physical items will be sent after purchase.
- All materials are for personal use only. No part of it can be distributed, sold, reproduced, or used in any form without the author's written permission.
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