Client Portal

WHAT'S INCLUDED

• ONE-PAGE CLIENT PORTAL TEMPLATE ready to be set up for each project and shared with your clients immediately. Duplicate the Portal as many times as you need, and customise it for each client. Make them feel special and looked after!

• CLIENT TASK MANAGER with checkboxes for tasks the client has to complete. Incredibly easy to use!

• MEETINGS DATABASE with templates for Kickoff calls and Weekly Reviews.

• PROJECT OVERVIEW to collect all relevant information about the project and access it at a glance

• PROJECT STAGES linked to the relative blocks on the page, and with relative steps for each stage. Keep your client updated with this simplified and intuitive design.

• EMBED BLOCKS to upload and download files, documents and media. Allow easy exchange of documents with your client and simplify communication

• CLIENT REVIEW & SATISFACTION SURVEY a dedicated section to collect clients' testimonials with a helpful ready-made Survey to assess customer satisfaction

• HYPERLINKS to connect each block of the Portal, allowing easy navigation for your client

• AESTHETIC minimalist & intuitive design fully customisable to fit your branding and client's requirements

• INTEGRATES seamlessly with a pre-existing freelance dashboard or workspace in Notion, making for a powerful add-on for your business setup