Why are so many freelancers, coaches, and consultants struggling to manage their clients?
Some people just seem to have it easy when it comes to managing client relationships.
They organize their projects, communication, and billing in less time and effort.
Many others are stuck in the mud trying to achieve their goals:
- Trying to manage multiple clients and their needs.
- Suffering from billing and invoicing issues .
- At some point, they lose control and things just get out of hand...
Let's just agree on one thing...
Get new clients is the easy part, right?
Well, yes, if you know exactly how to do it.
But how many times have you struggled with managing your client relationships, losing track of projects, miscommunicating with clients, or experiencing issues with billing and invoicing?
Keeping up with client demands can be one of life's biggest challenges.
Therefore, what you'll see on this page is only for individuals who know results come when you put in time and effort.
You just want a simple straight-line way to manage your clients.
Without spending hours.
Without using confusing strategies and tools.
And without wasting weeks or months to complete your projects.
Let me introduce you to...
Introducing: Notion Client Portal
Save time and energy with the easy-to-use Client Portal.
Introducing our new Notion Template for streamlined communication and project management with clients! This template is designed to help you manage all aspects of your client projects in one place, ensuring that you and your clients are always on the same page. Here is a breakdown of the 8 pages included in the template:
- How to Use Your Notion Portal: This page serves as an introductory guide to using the Notion platform, and outlines how clients can navigate the portal to access important project information.
- Proposal: This page outlines the proposal for the project, including the project scope, timeline, and cost. Clients can review and approve the proposal directly in Notion.
- Contract & Invoices: This page contains all of the necessary legal documentation for the project, including the contract and any invoices. Clients can sign and submit their contracts, and pay their invoices directly in Notion.
- Questionnaire: This page contains a questionnaire for clients to fill out, which will help you understand their needs and preferences for the project. This information will inform your project plan and ensure that you are meeting the client's expectations.
- FAQs: This page contains frequently asked questions about the project, and serves as a reference for clients throughout the project. Clients can easily access this page to find answers to common questions without having to reach out to you directly.
- Project Timeline: This page outlines the project timeline, including key milestones and deadlines. Clients can easily track the progress of the project and know what to expect at each stage.
- Deliverables: This page outlines the deliverables for the project, including any files or documents that will be shared with the client. Clients can easily access and download these deliverables as they become available.
- Feedback: This page provides clients with an opportunity to provide feedback on the project as it progresses. This feedback will help you make any necessary adjustments and ensure that the final deliverables meet the client's expectations.
Overall, this Notion Template is a comprehensive solution for managing client projects and streamlining communication between you and your clients. By using this template, you can ensure that your projects stay on track and that your clients are always informed and engaged in the process.
Who is it for?
This Notion Template is designed for professionals and businesses that work with clients on projects, such as freelancers, consultants, agencies, and other service-based businesses. It can be used by individuals or teams to manage client projects in a more organized and efficient way, while also improving communication with clients throughout the process. This template can be customized to fit the specific needs of your business and your clients, and it can be used for a wide range of projects, including website design, marketing campaigns, content creation, and more.
1. What is Notion?
Notion is an all-in-one workspace that allows you to take notes, add tasks, manage projects, and get organized. Whether you're writing or planning, Notion has a versatile design for getting things done.
2. Will I need to pay for a Notion subscription?
No, Notion does offer a free personal plan with no strings attached.
3. How I will receive a template?
After purchase, you'll receive a link to duplicate the Notion template to your workspace.
4. Can I share this template with others?
No, this is a personal license for individual use only.
5. How can I become an affiliate?
Click here to fill out the affiliate form.
6. Have more questions?
Send your question at email@example.com
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P.S. In case you’ve skipped ahead
The Notion Client Portal can help you effortlessly streamline communication and project management with clients.
It works. And it works well.
So take action today.