CLIENT MANAGEMENT NOTION PORTAL
Looking to instantly improve your client experience and have a homebase to keep everything?
Then look no further because you (and your clients) are going to be absolutely OBSESSED with this Notion portal!
This Notion Portal is the perfect place for you and your clients to store any important documents, stay up to date with any work being done and create an overall seamless / diamond tier experience working with you!
The design is simple and easy to use (even if you are TOTALLY new to Notion - trust me, I’ve been there!) and everything is completely editable to suit your vibe, if you wish!
WHAT’S INCLUDED?
🪩 A place to store important documents such as but not limited to: Contracts, Onboarding Forms, Login details, invoices + Receipts, Catch up calls, Messaging documents, client notes…
🪩 A place to keep any complimentary resources you would like to offer as a thank you for choosing to work with you
🪩 A content ideas table
🪩 A status board to stay up to date with project progression
🪩 A calendar for any key dates
🪩 Contact details + social media links
WHAT CAN YOU EDIT?
🪄 The Headers
🪄 The tables
🪄 The text
🪄 The colours
🪄 Essentially… everything!
HOW DOES IT WORK?
1️⃣ Once you purchase the listing, you’ll get instant access to the Notion Portal
2️⃣ Simply make a copy of the template to automatically add it to your own board
3️⃣ You can then duplicate the unedited template every single time you sign a gorgeous new client!
Looking to instantly improve your client experience and have a homebase to keep everything?
Then look no further because you (and your clients) are going to be absolutely OBSESSED with this Notion portal!
This Notion Portal is the perfect place for you and your clients to store any important documents, stay up to date with any work being done and create an overall seamless / diamond tier experience working with you!
The design is simple and easy to use (even if you are TOTALLY new to Notion - trust me, I’ve been there!) and everything is completely editable to suit your vibe, if you wish!
WHAT’S INCLUDED?
🪩 A place to store important documents such as but not limited to: Contracts, Onboarding Forms, Login details, invoices + Receipts, Catch up calls, Messaging documents, client notes…
🪩 A place to keep any complimentary resources you would like to offer as a thank you for choosing to work with you
🪩 A content ideas table
🪩 A status board to stay up to date with project progression
🪩 A calendar for any key dates
🪩 Contact details + social media links
WHAT CAN YOU EDIT?
🪄 The Headers
🪄 The tables
🪄 The text
🪄 The colours
🪄 Essentially… everything!
HOW DOES IT WORK?
1️⃣ Once you purchase the listing, you’ll get instant access to the Notion Portal
2️⃣ Simply make a copy of the template to automatically add it to your own board
3️⃣ You can then duplicate the unedited template every single time you sign a gorgeous new client!
Looking to instantly improve your client experience and have a homebase to keep everything?
Then look no further because you (and your clients) are going to be absolutely OBSESSED with this Notion portal!
This Notion Portal is the perfect place for you and your clients to store any important documents, stay up to date with any work being done and create an overall seamless / diamond tier experience working with you!
The design is simple and easy to use (even if you are TOTALLY new to Notion - trust me, I’ve been there!) and everything is completely editable to suit your vibe, if you wish!
WHAT’S INCLUDED?
🪩 A place to store important documents such as but not limited to: Contracts, Onboarding Forms, Login details, invoices + Receipts, Catch up calls, Messaging documents, client notes…
🪩 A place to keep any complimentary resources you would like to offer as a thank you for choosing to work with you
🪩 A content ideas table
🪩 A status board to stay up to date with project progression
🪩 A calendar for any key dates
🪩 Contact details + social media links
WHAT CAN YOU EDIT?
🪄 The Headers
🪄 The tables
🪄 The text
🪄 The colours
🪄 Essentially… everything!
HOW DOES IT WORK?
1️⃣ Once you purchase the listing, you’ll get instant access to the Notion Portal
2️⃣ Simply make a copy of the template to automatically add it to your own board
3️⃣ You can then duplicate the unedited template every single time you sign a gorgeous new client!