Simple Client Portal Notion Template


Here's a quick video tour of the template:

If you work with clients, keeping things organized can be tough. The Simple Notion Client Portal makes it easy to bring new clients on board and keep them updated throughout your work together. It's flexible enough to work for limited duration or ongoing projects, and includes a timer in case you need to share work hours with your client.

Here's what's included:

KEY INFO & DOCUMENTS SECTION: Onboard your clients with ease and get the information you need to start working together. Pages include:

  • Intake Questionnaire

  • Project Description & Goals

  • Contracts & Agreements

  • Billing Details

  • Key Assets

  • Account Details

WORK TRACKER SECTION: Keep track of everything related to your work, with sections for:

  • Tasks

  • Deliverables

  • Meeting Notes

  • Time Tracker

  • Invoices

KEY UPDATES SECTION: Make it easy for your client to check for important updates like deliverables requiring review, invoices due soon, and total hours worked (optional).

VIDEO WALKTHROUGHS: Get a quick video intro to each of the features.

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