Notion Client Portal | For Brand Strategists, Designers and Web Developers

Notion Client Portal | For Brand Strategists, Designers and Web Developers

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Project management

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The perfect client portal for brand strategists, designers and web developers. Organise all your clients in the Client Hub and share the Client Portal with your clients!

with the promo code: (-% OFF)

(Click on image to enlarge it)

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?

  • Designers
  • 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.

What’s included?

Client Hub:

  • Scope of work
  • Client meeting notes
  • Project Notes & Drafts

Client Portal:

  • All project information
  • Contract and Invoice spaces
  • Responsibilities
  • 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!
For your information, some reviews are coming from Gumroad directly. It's normal to not see them under this text.
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How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

duplicate-template-screeshot

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?

  • Designers
  • 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.

What’s included?

Client Hub:

  • Scope of work
  • Client meeting notes
  • Project Notes & Drafts

Client Portal:

  • All project information
  • Contract and Invoice spaces
  • Responsibilities
  • 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!