Client Portal - Notion Template
The Client Portal your clients wouldn’t want to leave.
This is *THE TEMPLATE* if you’re looking to provide your clients with five star experience!
⭐ Professionally built Notion template for superb project management, client communication and creative experience.
📸 Perfect for creative studios, photographers, videographers, designers and creative service providers
💻 Fully customizable and dynamic Notion template that is easy to adapt to your needs (no matter what your niche or industry is)
💽 Access to all Canva files for easy customization is included
🆓 Works on FREE Notion plan = no additional fees!
5 STAR CLIENT EXPERIENCE AWAITS
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5 STAR CLIENT EXPERIENCE AWAITS 🏁
Ready to take your client experience from “meh” to “LET’S DO THIS AGAIN!!” ??
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Client Portal is a perfect addition to everyone’s favorite Creative Biz Hub. These two Notion templates complement each other perfectly and cover all the bases - Creative Biz Hub for your internal business organization & project management, and Client Portal for all the client-facing project needs.
What’s inside? 👀
🏁 Organized main dashboard : portal directory, project workflow, project timeline and quick access to important information and action items.
🗓️ Dynamic project workflow overview to keep everyone involved in the project on the same page.
🗄️ Dedicated spaces for contracts, invoices, project timeline and tasks.
💡 Ideas Zone : space to collaborate and get approval on ideas, moodboard, shot list and props.
📞 Meetings Lounge: space to keep all client calls organized with notes and action items.
🗃️ Client Materials Hub : space to request and gather all items needed from your client to get started on the project.
🔍 Files for review: space to organize files for review, client notes and revisions requests.
💾 Final Deliverables : space to provide access to final deliverables and any notes you may need to provide to your client alongside the final files.
🤝 Client Feedback : space to wrap things up and request client feedback + testimonial.
FAQ
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Our Client Portal Notion Template is designed with photographers, videographers, animators, designers and creative studios / agencies in mind. This template will work for you as long as you provide any kind of creative service that involves deliverables to your clients.
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You can totally use the Client Portal template on a free Notion plan!
You’ll need to upgrade to a paid plan if you’re planning on uploading files larger than 5mb or sharing your hub with more than 5 team members.
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These two templates complement each other perfectly and cover all bases - Creative Biz Hub for your internal business organization & project management, and Client Portal for all the client-facing project needs.
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Notion can be slightly intimidating for the first time users so would highly recommend to set aside 15-30 min once you access the template for the first time to get familiar with all tabs and functionality, you’ll see how intuitive it becomes when you spend some time in the app!
Once you’re ready, just start filling out the template with your biz info, and proceed customizing and adapting to your creative business needs.
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Love your enthusiasm! We can’t wait for you to dive into the Client Portal either!
Once you’ve completed the checkout process, you will instantly receive an email containing access instructions.
In case of a delay just shoot us an email at hello@knotably.com and we’ll sort it out for you!
Due to the nature of digital goods and resources, all sales are final and non refundable.
