The Client Portal - Notion Template
This is *THE TEMPLATE* if you’re looking to provide your clients with five star experience and improve your project management! 🤝
Perfect for creative studios, photographers, videographers, designers and creative service providers. 📸
Professionally built Notion template for superb project management, client communication and creative experience.
💻 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.
🤝 5 star experience that will keep your clients coming back for more!
Ready to take your client experience from “meh” to “LET’S DO THIS AGAIN!!” ?? 💻🤝
-
You’ve got you portal directory, project workflow, project timeline and quick access to important information and action items.
-
To keep everyone involved in the project on the same page.
-
For project contracts, invoices, timeline and tasks.
-
Space to collaborate and get approval on ideas, moodboard, shot list and props.
-
Dedicated space to keep all client calls organized with notes and action items.
-
Dedicated space to request and gather all items needed from your client to get started on the project.
-
Dedicated space to organize files for review, client notes and revisions requests.
-
Dedicated space to provide access to final deliverables and any notes you may need to provide to your client alongside the final files. description
-
Space to wrap things up and request client feedback + testimonial.
Inside The Client Portal 👇
Want proof? Here you go 📣 :
Watch the demo video walkthrough of The Client Portal 👇
The Client Portal is for you if you are a …
or, any creative service provider working with clients!!
Want even more proof? 👀
Paige, Web and Graphic Designer
@itspaigecuff
Becky, Web and Graphic Designer
@wildhorsecreativemt
-
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.
-
You can totally use The Client Portal template on a free individual 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.
-
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.
-
Love your enthusiasm! We can’t wait to see you making moves 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 creativehouse@knotably.com and we’ll sort it out for you!
-
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.
Got questions?
Due to the nature of digital goods and resources, all sales are final and non refundable.
