Client Success Portal w/ Time & Materials Tracking
About this template
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
