Client Success Portal w/ Time & Materials Tracking

Our client success portal manages onboarding, invoice distribution, progress status, reminders, appointments, documents, feedback and offboarding in one place. It is the perfect tool for solopreneurs and freelancers to create a streamlined and impressive customer experience.
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Our client success portal is the perfect tool for solopreneurs and freelancers to create a streamlined and impressive customer experience.

𝑰𝑵𝑪𝑳𝑼𝑫𝑬𝑺
⬥Client Onboarding
⬥Project Introduction
⬥Meeting Notes
⬥Appointment Scheduling
⬥Task Management
⬥Billing Distribution
⬥Delivery Timeline
⬥Material Tracking
⬥Client Tasks
⬥Time Logs
⬥Resource Library
⬥Feedback

𝐘𝐎𝐔 𝐌𝐈𝐆𝐇𝐓 𝐀𝐋𝐒𝐎 𝐋𝐈𝐊𝐄
🤹 Freelances Business Dashboard w/ Client Portal: https://www.notion.com/templates/freelancer-services-os-client-portal
⏱️ Hourly Business Dashboard w/ Client Portal:https://www.notion.com/templates/hourly-services-business-manager-and-client-portal

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