Notion Client Portal Template
25 EUR
A Notion Client Portal is a secure online platform that professionals such as brand designers, social media managers, wedding planners and other service providers use to enable seamless communication, collaboration and information exchange with their clients.
It provides a central hub where tasks, content, ideas, strategies, event planning, brand identity, reviews, ad management and invoices can be managed.
This allows both the professional and the client to work more efficiently, streamline workflow, increase transparency and provide a personalized experience tailored to the client's needs.
The client portal is designed to enhance collaboration, strengthen communication and provide a professional and organized environment for a wide range of service professions.
User friendly
The template is designed with ease of use in mind. It offers an intuitive interface that is easy to navigate, even for those without a technical background.
It is customizable to meet the specific needs of different professionals. Whether it is sharing design concepts, social media content or wedding planning tools, the template can be customized to meet the specific requirements of each profession.
It provides a place for structured communication between the professional and their clients, allowing easy feedback exchange and avoiding misunderstandings.
✿ Tasks: A section where task lists can be created, assigned and maintained.
✿ Content: Manage and share content to be approved or viewed by the client.
✿ Ideas, Notes and Links: This is where ideas, brainstorming sessions, notes and relevant links can be shared and stored.
✿ Content Strategy: Plan and organize content strategy, including schedules & goals.
✿ Habit tracker: A tool to track habits and goals, which can be especially useful for social media managers or marketers to measure performance and achieve goals.
✿ Events: When what day an event falls, such as black Friday.
✿ Brand identity: All aspects of brand identity, such as logos, color schemes, fonts and guidelines.
✿ Reviews: Reviews and testimonials from customers.
✿ Invoices: A place where invoices can be generated, stored and shared for transparent financial interactions between the professional and the client.
