Overview
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!
Tags
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