This client portal was created out of a need for building simplicity, depth and a perfect client experience. We use this with our clients in our branding business.
This way instead of doing admin all the time you can have a sip of coffee and breathe.
Who's it for?
- Brand strategists
- Website developers
What's it for?
Create a simpler client experience. Instead of using a hundred programs from Google docs, Asana, Slack, E-mail and confusing your clients. Simply use one space on Notion.
This template is a portal for you and your team as well as a portal for your client.
You can share this portal with your client, keeping all their information, documents and communication in one place. Make your client’s life easier.
- Scope of work
- Client meeting notes
- Project Notes & Drafts
- All project information
- Contract and Invoice spaces
- Onboarding (where your client can upload all of their details and copy or images for the project)
- Brand discovery (brand and design questionnaire)
- Brand identity sections with feedback samples
- Web design sections with feedback samples
- Web development sections with feedback samples
- Brand Assets with feedback samples
- Project Timeline + progress stages
- Upcoming meetings
- Useful resources
- And so much more!