Ultimate Client Portal for Marketing Agencies
About this template
Streamline your marketing agency's client communication and data management with our Ultimate Client Portal. This all-in-one solution consolidates tasks, projects, resources, and client interactions into a single, user-friendly platform. Designed for seamless collaboration, it enhances transparency and efficiency, allowing you to share real-time updates and essential documents effortlessly with each client. Elevate your client relationships with this innovative portal that simplifies and optimizes every interaction.
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About this creator
More by Martin @ SystemsHill.com
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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
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.