The Client Portal for Freelancers & Creatives

This Client Portal Template helps you manage and organise your clients and projects! Share the Portal with your clients and create a centralized hub to communicate and update them on your project. Simplify your workflow, elevate your business and make a fantastic impression on your clients!

➜ HOW IT WORKS

1. PURCHASE the template and download the PDF with the link to access the planner.
You will need a FREE Notion account to download and edit the template.


2. DUPLICATE the template to your Notion workspace to start editing.

3. EASY SET UP: Watch the full tutorial to help you navigate & use the template immediately.


➜ WHAT'S INCLUDED

• ONE-PAGE CLIENT PORTAL TEMPLATE ready to be set up for each project and shared with your clients immediately. Duplicate the Portal as often as needed, and customise it for each client. Make them feel looked after and increase client satisfaction!

• NOTIFICATIONS to communicate with your client each step they must complete, list all stages you're working on and book meetings

• PROJECT OVERVIEW to collect all relevant information about the project and access it at a glance

• PROJECT STAGES with relative steps for each stage. With this simplified and intuitive design, you can easily keep your client updated.

• EMBED BLOCKS to upload and download files, documents and media. Allow easy exchange of documents with your client and simplify communication

• CLIENT REVIEW & SATISFACTION SURVEY a dedicated section to collect clients' testimonials with a helpful ready-made Survey to assess customer satisfaction

• HYPERLINKS to connect each block of the Portal, allowing easy navigation for your client

• AESTHETIC minimalist & intuitive design fully customisable to fit your branding and client's requirements

• INTEGRATES seamlessly with a pre-existing freelance dashboard or workspace in Notion, making for a powerful add-on for your business setup


➜ IMPORTANT

 NOTES

• REFUNDS - Due to the digital nature of the product, we can offer no refunds. All sales are final. However, customer satisfaction is our priority, so please reach out if you have any issues regarding your order!

• DIGITAL FILE - You are purchasing a digital download. No item will be shipped to you.

• NOTION - You will need a FREE Notion account to use this template. A basic understanding of Notion is necessary to make use of the template. Create an account here: https://www.notion.so/

• DEVICES - The template works across all devices but is optimized for desktops, laptops and tablets. The appearance of the pages may vary compared to the listing photos when used on smaller devices.

• COPYRIGHT - All materials are copyrighted © MintCanvas Studio. This template is for personal use only. You may not resell, distribute, reproduce, or give away the template in any form even if you have made modifications. By purchasing this product you accept these terms.