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Client Portal

Client Portal

$20.00 USD
$29.00 USD $20.00 USD
Sale Sold out

Elevate your client management experience with the Client Portal Notion Template, a streamlined and efficient way to handle every aspect of your client relationships. Designed with freelancers and small business owners in mind, this template brings all your client interactions, project management, and invoicing under one roof, helping you deliver exceptional service with ease.

What's Inside:

Automated Notifications
Stay on top of every client interaction with automated notifications that keep you and your clients informed about key updates and deadlines.

Client Resources Hub
Provide your clients with a dedicated space where they can access essential resources, documents, and guides related to their project.

Milestones & Deliverables
Keep projects on track by clearly defining milestones and deliverables. Easily share progress updates and collect client feedback all in one place.

Invoice Tracker
Simplify your financial management by tracking invoices in a dedicated section, ensuring you and your clients stay on top of payments without any confusion.

Project Timeline
Facilitate seamless project management with a visual timeline that outlines all key dates and tasks, ensuring both you and your clients are aligned throughout the project.

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Features

Why You'll Love It

1

Centralized Client Management

Keep all client interactions, resources, and project details organized in one place.

2

Automated Notifications

Stay on top of deadlines and updates with reminders that keep you and your clients informed.

3

Streamlined Project Tracking

Track progress with a visual timeline, milestones, and deliverables to ensure everything stays on schedule.

4

Easy Invoice Tracking

Keep track of your invoices in a dedicated section, maintaining clarity on your financials.

5

Enhanced Client Communication

Simplify the process of collecting feedback and sharing resources with your clients.

6

Built by a Freelancer, for Freelancers

Designed from real-world experience, this portal helps you manage client relationships with ease and professionalism.

Customer Reviews

Based on 2 reviews
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C
Carolyn
Gateway to Freedom

Every one of Sabrina's Notion templates are packed full of utility and style! I am so happy to be able to learn from her systems and freelancing experience. Invest in yourself by investing in your business and learn from someone who's been there & done that. You won't regret it!

G
Gabriela P.F.
Game changer

As a new freelancer who was feeling a bit overwhelmed, this template has been a game-changer! If you're a freelancer or small business owner, I think you won't regret it: management, communication, project tracking, invoicing, and resources—all in one workspace, making it easy to stay organized. Love it.