Client Portal Notion Template for Freelancers
Enhance your client's experience with this Notion Client Portal Template that is designed for personalized collaboration between you and your client. This Freelancer Notion Client Dashboard serves as a central hub for sharing documents, tracking project progress, and streamlining communication.
Simplify your client's onboarding experience with this customer portal without all the back-and-forth emails. This template also doubles as a project management and progress tracker tool, helping you save time and boost productivity.
Please note that this template is tailored for freelancers operating on a project-by-project basis. It can be duplicated and reused for each unique project.
What's Inside?
- Overview: Project Background, Introduction
- Contact: Contact details and communication preferences
- Client Details: Client onboarding guidance with pre-built onboarding form templates
- Invoices: Invoices and Payment Tracker, pre-built invoice template
- Tasks: Task Tracker
- Meetings: Meetings tracker & scheduler, pre-built meeting notes template
- Access & Files: Account access tracker
- Central Home Dashboard
How Does My Purchase Work?
- Purchase the template.
- Access notion with the link.
- Duplicate the template and start using!
F.A.Q.
Does this template work with Notion’s free plan?
Absolutely! However, keep in mind that Notion's free plan limits users to one chart per workspace.
Can I personalize my template?
Yes, you can! You are free to make any changes to the template once it is duplicated to your workspace.
Notion: https://www.notion.com/@squaeno
Pinterest: https://www.pinterest.com/squaeno/
Check out other templates here:
https://squaeno.gumroad.com/