Ultimate Client Portal Notion Template, CRM, Business

This Client Portal for Notion is the best tool for freelancers, startups and consultants who want to build trust and loyalty with their clients. With streamlined client onboarding, project management and feedback forms, successful customer-to-business communication is guaranteed.

Versions

Client Portal

You'll get a streamlined Client Portal for Notion designed to communicate and build trust with your clients.

Business Bundle

You'll get three Notion templates designed for growing your business, gaining a social media presence and building trust with your clients, including:

• Client Portal
• Social Media Content Planner
• Marketing Strategy for Businesses

What’s included inside the Client Portal?

Onboarding

- Welcome message for your clients

- Collect client's information, expectations and preference with a survey

- FAQ and answers about the client portal, already done for you

Planning

- Project pages with an overview of tasks, meetings, invoices and deadlines

- Assign tasks to each member

- Receive invaluable information and communicate with your clients

Vision

- Allow the client to share their vision about the project

- Image gallery for desired aesthetics and branding

- Set guidelines and ideas

About me

- Add your professional trajectory, share your vision and accomplishments

- Introduce yourself with a photo

- Share your contact information and social media links

Feedback

- Receive valuable insights from your clients

- With a feedback form for clients to share their experience with the portal

- Sections encouraging future projects and collaboration

What is Notion?

Notion is an all-in-one workspace for productivity, where you can create systems for planning or work, websites and more. To use this planner, you have to create a Notion account (it's completely free).

You can use Notion on any device (desktop, tablet and mobile).

How can I download this planner?

You'll get an email with a link to Notion. To add the planner to your workspace:

If you're using your laptop: click the "duplicate" button on the upper right side of the screen and select "add to workspace"

If you're using your phone: click on the three dots, select "duplicate", and then "add to workspace".

Note: This is a digital product. No physical item will be shipped to you. Given the nature of this products, refunds are not available.

Client support: if you have any questions, please contact themindfulplanner@outlook.com and I'll be happy to answer.