About this template

🌟 Features That Will Transform Your Workflow: βœ… 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. βœ… 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. βœ… Effortless Contract Management: Share, sign, and manage contracts seamlessly within the portal, streamlining the entire process for both you and your clients. βœ… Streamlined Payments: Empower your clients to manage payment schedules, access invoices, and streamline payment processes with the dedicated Payment section. βœ… Holistic Project Onboarding: Understand your clients on a deeper level using the onboarding questionnaire, aligning project goals with their unique aspirations. βœ… Inspiration Hub: Fuel creativity with the Ideas & Inspo page – a centralized space for both you and your clients to collaborate on ideas and inspiration. βœ… Task Collaboration: Efficiently manage tasks, track progress, and ensure smooth workflows with the Task Manager, promoting effective collaboration. βœ… Revision Excellence: Navigate the revision process seamlessly, ensuring client satisfaction with a clear and organized platform for feedback and adjustments. βœ… Finalized Deliverables Access: Present clients with the polished final project in the Deliverables section, ready for download and immediate use. βœ… Resource Repository: Store and access essential documents, guides, and tutorials in the Resources section, providing ongoing support to your clients. βœ… Post-Project Feedback: Gather valuable insights through the Feedback page, enhancing future collaborations and fostering ongoing relationships. πŸš€ 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 – 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. ⚠️ PLUS GET THIS BONUS: User Guide: If you’re new to notion we’ve 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 NØtis and have your personal assistant automatically manage it for you.

1

Duplicate this template in your Notion workspace.

2

Create your NØtis account.

3

When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" 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

Make it your own

Make it your own

Optionally, you can give additional instructions to NØtis directly by customizing the template.

1

You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"

2

Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."

3

You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".

4

NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.

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