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

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!
by Alex Oumn
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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!
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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 🎉

Does this template works with Notion's free plan?

Yes. Every feature of this template will perfectly work if you are on Notion’s free plan.

What is a Notion template?

By definition, Notion templates are pre-built Notion pages that you can duplicate into your Notion workspace with a simple click. They can be simple pages or very advanced systems with multiple databases. Using templates can help you save time and hours of work to get started quicker with Notion.

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