Client Portal Notion Template

Create and manage client projects by setting up client portals in Notion. This is a free, easy way to stay on top of projects and take the experience you provide clients to the next level.

I've included my own website design workflow for inspiration but I've also included a blank template so you can set it all up and customise it to make it your own.

This template is a step-by-step guide broken down into [X] sections:

1. Welcome
2. Project Tracker
3. Help and Support (no more back and forth through email)
4. Project Management
   • Project Steps
   • Project Timeline
   • Documents
   • Meetings
   • Resources
     

The best part of this template is that you can combine it with your Projects database. This allows you to manage the back end of each project and client-facing portal in one place. Watch the video for more details on how to do this.

Access Projects and Action Tasks Template:

https://chloeforbesk.gumroad.com/l/projects-and-tasks