Product Specs

Created by HASU Design
File type PDF
File size 133.03 Kb
Date of Creation July 1 2022
Color gray green orange pink
Rate this product:
5 (9)

Client Portal Template on Notion Description

Client Portal Template on Notion. Streamline your client process with this Client Portal on Notion. This template provides a step by step guide to the branding process with pages to present your work, gather feedback and stay up to date on all the tasks needed in the project. We’ve also included some bonus guides such as how to give the best feedback, a guide to file types and more!

What’s included?

  • Project summary area with key deliverables, dates and next tasks;
  • Useful resources for clients;
  • Providing the best feedback;
  • A guide to the different file types;
  • Design terminology;
  • Onboarding notes and discovery question prompts, contract page and payment tracker;
  • Pages to deliver concept presentations and gather feedback (feedback questions provided);
  • A brand suite for clients;
  • Feedback questionnaire for your design business;
  • Customisable step-by-step process guide and calendar.

Do I need the paid version of Notion to use this template? No, this template will work on the free account. However we would recommend upgrading to the paid account so you have no limit when sharing files to your clients.

Additional information Please note, as this is a digital product you will not be able to refund this once purchased.

If you need any help using the templates or if you have any questions at all please feel free to get in touch and we would be more than happy to help you or give you examples of how we use the portal.

Client Portal Template on Notion pinterest image.

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