Notion Client Portal & Project Tracker
Juggling multiple clients can not only be a headache, but the amount of admin means you’re not always able to give each client the best possible experience. Clients expect a professional experience when they decide to work with you - from the Discovery Call to Onboarding, to sharing files, research, data and ideas, to feedback and final delivery.
Projects can be a lot for someone to manage! Especially if you’ve not got someone helping with the client management side. That’s why I created this template to make my life (and my clients’ lives) much smoother.
And now it’s ready for you to use too, if you’re feeling like your projects are all swimming in a sea of mess
🥴 Google Docs - which version are we on again?!
🥴 Messy meeting/feedback notes you now can’t quite read or make sense of
🥴 1,000 links from your clients to great online resources, data, files, articles - but you can’t remember where they are!
🥴 Lost contracts - wait, did I even send one?
🥴 Timeframe…absolutely no idea, when was the deadline again?
The list goes on…
If you can relate to any of the above, this Client Portal and Project Tracker template might just save your life.
What's Inside?
🪄Notion Client Portal & Project Tracker. Streamline your projects (and impress your clients) with a beautiful, centralised client portal. Effortlessly onboard your clients and speed up your process!
Handy guide: A PDF detailing how to use the client portal with your clients.
Client Dashboard
Client Project Overview (timeframe and when to expect deliverables)
Upload Contracts & Invoices
Upload project presentations and work
Area for clients to leave feedback
Juggling multiple clients can not only be a headache, but the amount of admin means you’re not always able to give each client the best possible experience. Clients expect a professional experience when they decide to work with you - from the Discovery Call to Onboarding, to sharing files, research, data and ideas, to feedback and final delivery.
Projects can be a lot for someone to manage! Especially if you’ve not got someone helping with the client management side. That’s why I created this template to make my life (and my clients’ lives) much smoother.
And now it’s ready for you to use too, if you’re feeling like your projects are all swimming in a sea of mess
🥴 Google Docs - which version are we on again?!
🥴 Messy meeting/feedback notes you now can’t quite read or make sense of
🥴 1,000 links from your clients to great online resources, data, files, articles - but you can’t remember where they are!
🥴 Lost contracts - wait, did I even send one?
🥴 Timeframe…absolutely no idea, when was the deadline again?
The list goes on…
If you can relate to any of the above, this Client Portal and Project Tracker template might just save your life.
What's Inside?
🪄Notion Client Portal & Project Tracker. Streamline your projects (and impress your clients) with a beautiful, centralised client portal. Effortlessly onboard your clients and speed up your process!
Handy guide: A PDF detailing how to use the client portal with your clients.
Client Dashboard
Client Project Overview (timeframe and when to expect deliverables)
Upload Contracts & Invoices
Upload project presentations and work
Area for clients to leave feedback
Juggling multiple clients can not only be a headache, but the amount of admin means you’re not always able to give each client the best possible experience. Clients expect a professional experience when they decide to work with you - from the Discovery Call to Onboarding, to sharing files, research, data and ideas, to feedback and final delivery.
Projects can be a lot for someone to manage! Especially if you’ve not got someone helping with the client management side. That’s why I created this template to make my life (and my clients’ lives) much smoother.
And now it’s ready for you to use too, if you’re feeling like your projects are all swimming in a sea of mess
🥴 Google Docs - which version are we on again?!
🥴 Messy meeting/feedback notes you now can’t quite read or make sense of
🥴 1,000 links from your clients to great online resources, data, files, articles - but you can’t remember where they are!
🥴 Lost contracts - wait, did I even send one?
🥴 Timeframe…absolutely no idea, when was the deadline again?
The list goes on…
If you can relate to any of the above, this Client Portal and Project Tracker template might just save your life.
What's Inside?
🪄Notion Client Portal & Project Tracker. Streamline your projects (and impress your clients) with a beautiful, centralised client portal. Effortlessly onboard your clients and speed up your process!
Handy guide: A PDF detailing how to use the client portal with your clients.
Client Dashboard
Client Project Overview (timeframe and when to expect deliverables)
Upload Contracts & Invoices
Upload project presentations and work
Area for clients to leave feedback
FAQs
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It's super simple to customise and navigate.
Every time it gets updated, new content is introduced and the price goes up!
Get new updates for free.
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After the payment process, you will receive an email with a link to a PDF. Download the PDF and all the links to the Notion templates will be within the PDF. Click on the template links, then click "Duplicate". It will create a template copy directly to your workspace.
Simply click “Duplicate” (if the duplicate button isn't visible, select it by clicking the three dots in the upper right corner. This step is very important to avoid overwriting the contents of the original board. Sign up / Sign in. If you don’t have a Notion account, you will be asked to sign up – it’s free!
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A Notion account (at least personal plan - you can set this up for free). You will need to duplicate the template in order to edit it.
TERMS & CONDITIONS
License for the individual user. Sharing with others is not allowed.
Any inquiries?
Contact me here: hello@sarahfretwell.co.uk
