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Client portal

FREE

This template from another company can help you manage your agency or freelancer clients effectively and keep them informed about progress on their projects. Share this page with your clients so they can always access the most important information. The template includes: A team contacts section so your client knows who to contact about different topics. A build progress section to provide a simple status update so clients can check the progress at any time. This section also includes status notes for additional details. Discovery, deliverables, and asset sections to help you organize and share important information with your clients.

Duplicate template

Rich Peterson

templates

Details

Want to manage your agency or freelancer clients well and keep them in the loop with progress on their projects? Use this Notion Client Portal template and share the link with your client so they always have the most important information on-hand. See what's included on the Notion Client Portal Template information page.

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What you need before purchase

Basic knowledge of how to use Notion
Notion account (free is fine for this template)

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After purchase

After purchase you'll get access to the Notion template immediately. From the template page, click on Duplicate link (top right-hand of screen) to copy to your account. For ongoing use, delete the sample content then click on Duplicate again to copy & rename.

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Rich Peterson

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Client portal

Rich Peterson

FREE

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