About this template
π Features That Will Transform Your Workflow: β Seamless Communication: Navigate effortlessly through each project phase using the intuitive sidebar, ensuring transparent communication and collaboration with your clients. No more endless email chains or missed messages. β Comprehensive Project Overview: The Client Dashboard provides a welcoming space to set expectations, outline tasks, and keep your clients engaged and informed throughout the project journey. β Effortless Contract Management: Share, sign, and manage contracts seamlessly within the portal, streamlining the entire process for both you and your clients. β Streamlined Payments: Empower your clients to manage payment schedules, access invoices, and streamline payment processes with the dedicated Payment section. β Holistic Project Onboarding: Understand your clients on a deeper level using the onboarding questionnaire, aligning project goals with their unique aspirations. β Inspiration Hub: Fuel creativity with the Ideas & Inspo page β a centralized space for both you and your clients to collaborate on ideas and inspiration. β Task Collaboration: Efficiently manage tasks, track progress, and ensure smooth workflows with the Task Manager, promoting effective collaboration. β Revision Excellence: Navigate the revision process seamlessly, ensuring client satisfaction with a clear and organized platform for feedback and adjustments. β Finalized Deliverables Access: Present clients with the polished final project in the Deliverables section, ready for download and immediate use. β Resource Repository: Store and access essential documents, guides, and tutorials in the Resources section, providing ongoing support to your clients. β Post-Project Feedback: Gather valuable insights through the Feedback page, enhancing future collaborations and fostering ongoing relationships. π Change the Game for Your Business: The Ultimate Notion Client Portal is here to revolutionize your workflow. Streamline your client collaborations, enhance communication, and deliver outstanding results. Take control of your projects like never before β it's time to transform the way you work. Invest in the Ultimate Notion Client Portal today and experience the power of organized and efficient client management. β οΈ PLUS GET THIS BONUS: User Guide: If youβre new to notion weβve got you covered! Navigate your new Client Portal effortlessly with our comprehensive user guide.
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How to use this template with A.I
Delegate this template to NΓtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
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Create your NΓtis account.
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When authorizing NΓtis to your Notion workspace, make sure to click "select pages to share with NΓtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NΓtis directly by customizing the template.
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You can add additional instructions for NΓtis in the database descriptions. To access the description, right click a database and click "view database"
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Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
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You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
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NΓtis automatically sync your databases every hour but you cal always ask NΓtis to synchronise them right away or ask the link to your user portal.