Top 10 Paid Client Relations Templates

Professionally built Client Portal Notion template for superb project management, client communication and creative experience. Perfect for creative studios, photographers, videographers, designers and creative service providers. Ready to take your client experience from “meh” to “let’s do this again!!” ??

Organising and structuring for a fast-growing business can be tricky, but we're here to simplify it. Introducing the 'Business Wiki Notion Dashboard', your go-to organisational tool that brings clarity to your agency's operations. It's built to support your entire team, from managing client details to streamlining internal processes.

🔍 Who's It For?
Perfect for small to medium-sized businesses, agency owners, and creative teams seeking an organised and efficient way to manage their internal resources, client information, and project records. It is perfect for design-based or creative businesses.

🌈 What's Inside?
- Internal Resources: A section where you can introduce your business & core values and gather important improvement ideas.
- Client Management: Easy access to client lists (CRM template), email templates, and briefs, ensuring client communications is smooth.
- Record Keeping: Keep tabs on weekly meetings and tasks with an integrated record system.
- Employee Hub: A space to keep useful resources like onboarding and time-off requests.
- Apps & Tools: A database of curated apps and top mockups available for your team to use. Free 85+ Free and Paid mockups list is inside for reference.
- Guides: A comprehensive library where you can upload your own file guidelines, review protocols and learning guides. Free ‘Self-check Design guideline’ included for design agencies.

💡 Why You'll Love It:
- Time-Saving: With quick access to resources and records, you’ll spend less time searching and more time creating.
- Tailored to Agencies: Every category and template is crafted with the needs of agencies in mind.
- Scalable: As your business grows, so does your Agency Wiki, making it the only Notion Dashboard you’ll ever need.
- Unique: The template is easily adjustable to accommodate to your own business needs.
- Note: some pages are empty and only provide you structure to fill it with your individual business information.

The foundation of your Notion workspace for years to come. Take your business operations to the next level by managing sales, customer support, billing, analytics, and more all within a template carefully constructed by a certified CRM software expert.

The definitive solution for Customer Success Managers. Manage and monitor your portfolio of customers. Ensure everyone understand the value your customer receives, and the quality of each relationships. Quantify how well adopted your solution is, organisational rigour, and the growth opportunities

Key Features:

📅 Meetings Tracker: Keep track of client meetings, including dates, attendees, agenda, and action items. Ensure smooth communication and alignment with clients throughout the project lifecycle.

📊 Project Tracker: Maintain a centralized project tracker to monitor the progress, tasks, and milestones of each project. Assign responsibilities, set deadlines, and track the completion of project deliverables.

📝 Project Proposal Maker: Create professional and compelling project proposals using the dedicated section. Include project objectives, scope, timeline, and cost estimates to present a comprehensive proposal to clients.
💵 Invoice Maker and Database: Generate customized invoices for your clients within the template. Track invoice details, payment status, and due dates to stay on top of your financials. Maintain an organized invoice database for easy reference.

🔍 Competitor Database: Maintain a database of your clients' competitors, including key information such as company name, industry, strengths, weaknesses, and market positioning. Use this data to provide valuable insights and strategic recommendations.

🔒 Password Manager: Safely store and manage client login credentials, sensitive information, and project-specific passwords in a secure password manager section. Ensure easy access while maintaining data security.

Are you a consultant, agency, or coach who spends a lot of time getting ready to do actual work (“Where’s that ONE email?”), tracking invoices, inefficiently juggling multiple projects and tasks for different clients with different deadlines...and other repetitive non-revenue-generating tasks?

This template will help you get organized, reduce overwhelm, and keep your clients happy...all while giving you back more of your most precious asset: time!

Experience a seamless and efficient client management process with the Notion Client Portal. Designed specifically for agencies and freelancers, this powerful Notion template acts as a shareable client portal, streamlining client onboarding, project organization, and productivity.

With the Notion Client Portal, say goodbye to time-consuming onboarding procedures and scattered project details. Impress your clients with a smooth onboarding experience through a organized page that captures all essential information. Seamlessly centralize project files, communication logs, and documents, ensuring a clutter-free workspace that encourages collaboration. Elevate your client relationships and accelerate your success with the Notion Client Portal – the ultimate solution for streamlined client management.

This dashboard offers a step-by-step guide broken down into five sections:

• Quarterly Targets and Annual Goals
• Action Tasks with Time Tracker
• Project Management with Pre-built Workspaces and Client Portal
• Sales and Marketing with Pipeline and CRM
• Calendar Overview

Each section includes video instructions on how to use, edit and customize it to your preferences. All databases come with built-in templates. Some include Notion AI and button automation for ease of use.

Give your clients a better experience by inviting them to your client portal. This Notion template will be a central dashboard where you can share documents and track projects together. Streamline your communications and reduce back and forth email, so both of you can save time and work efficiently. Simplify your processes, improve productivity, and strengthen client relationships. Say goodbye to scattered client data.


WHO IS THIS FOR?
It is designed for freelancers who deliver services on a project basis. In this case, the client will pay one fee to the freelancer for the entire project (fixed cost).

Enhance client communication and project transparency with this all-in-one client portal template. Designed for agencies and freelancers, it allows you to share critical project information in one centralized space. Features include a team contacts section for clear communication, a build progress tracker with status updates and notes, and dedicated sections for discovery, deliverables, and assets.

This template keeps clients in the loop, reducing back-and-forth communication while fostering trust and collaboration. Use it to streamline project management and provide a professional, organized experience for your clients.