Client Portal
About this template
This Notion template is designed as a comprehensive New Client Portal, intended to serve as the central hub for all project-related information, resources, and communications between Your Company and its clients. The portal is meticulously structured to facilitate seamless collaboration, ensuring that clients have easy and organized access to all necessary documents, updates, and tools throughout the lifecycle of their project.
Key Features:
Project Timelines and Milestones: This section provides a clear and detailed overview of the project’s timeline, including key milestones that help keep the project on track. Clients can easily track progress and stay informed about upcoming deadlines.
Key Deliverables and Status Updates: Clients can monitor the status of critical deliverables, ensuring they are up-to-date with the project’s progress and any changes that might occur.
Marketing Materials and Creative Assets: All marketing materials and creative assets related to the project are stored here, allowing clients to access and review these resources whenever needed.
Communication Logs and Meeting Notes: This section helps maintain a record of all communication between the client and the project team, including meeting notes, which ensures that everyone is aligned and informed about all aspects of the project.
Reports and Analytics: Clients can access detailed reports and analytics that provide insights into the project’s performance, helping them make informed decisions.
User Guidance:
The portal emphasizes the importance of keeping the content regularly updated and ensuring that all team members have the appropriate access permissions. This helps maintain transparency and streamline the project management process.
Contact Information:
A dedicated section provides clear contact details for key team members at Your Company, including the CEO, CMO, Project Manager, Senior Community Manager, and Marketing Manager. This ensures that clients know exactly who to reach out to for any support or queries they may have.
Additional Resources:
The template also includes links to other important resources such as the New Client Calendar, Project Assets & Documents, Client Partnerships, Client Questionnaires, and Client Portal Tasks. There’s even an embedded Miro board for enhanced collaboration and visualization.
This New Client Portal template is an essential tool for managing client projects efficiently, ensuring that all stakeholders are well-informed, aligned, and equipped to collaborate effectively throughout the project's duration.
