Notion Client Portal and Project Tracker
$10,99
The Notion Client Portal & Project Tracker combines every essential tool for client onboarding, project tracking, communication, and delivery in one elegant Notion workspace. Perfect for creatives, consultants, and service providers who value clarity and consistency.
✅ Unified portal to manage client tasks, to-do's, and project deadlines
✅ Brand questionnaire and FAQ modules that minimize back-and-forth
✅ Built-in file and deliverables hub for feedback, drafts, revisions, and final assets
✅ Client review forms that ensure all work is wrapped up professionally
What is included?
- ZIP file with a PDF that includes the Notion Link
- Project Management system and client portal to stay organized and to have everything in one place
- Project Outline (Start Date, Package, Price, Payment Status, Project Needs, Project Status)
- Important Project FAQ's
- Deliverables
- Project Goals
- Project Overview (timeframe, to-do list, date of deliverables)
- Contract and Invoice Section with Payment Link
- Client Questionnaire
- Project Presentations Upload Section
- Feedback Section
- Revisions Section
- Off-boarding Section
- Client Review Section
Easily customizable, clean and minimalist style, custom icons, easy to navigate.
How to use
Once you have downloaded the template, you'll receive a PDF document with a link to open the template in Notion (You'll need a free Notion account). From there, simply duplicate the template to add it to your personal Notion account.
Note
This is a digital product, not refundable!