Client OS
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.
Meanwhile...
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 roadblocks.
Without using confusing strategies and tools.
And without wasting weeks or months to complete your projects.
Let me introduce you to...
Introducing: Notion Project Tracker + Client Portal
Key Features:
- Projects & Tasks: Track all your work in one place with built-in task and project management.
- Share Project Progress with Clients: Keep clients in the loop with real-time updates.
- Proposal: Includes project scope, timeline, and cost for client approval.
- Contract & Invoices: Hosts contracts and invoices, with signing and payment options.
- Questionnaire: Helps gather client preferences to guide the project.
- FAQs: Answers common client questions to reduce back-and-forth.
- Project Timeline: Shows milestones and deadlines for full transparency.
- Deliverables: Lists all shared files and documents for easy access.
- Feedback: Lets clients share input as the project progresses.
FAQs
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. What is your refund policy?
Refunds are not available for purchases of Notion templates from Temply. Due to the digital nature of our products, all sales are final.
5. Can I share this template with others?
No, this is a personal license for individual use only.
6. How can I become an affiliate?
Click here to fill out the affiliate form.
7. Have more questions?
Send your question at support@temply.so
© 2025 Temply. All rights reserved.
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.