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Streamline client experiences & stay on top of every task with the Notion Client Portal.

"If you’re a creative, this template is a must-have. I needed a way to organize and track client projects, and it’s been a game-changer. It saves me so much time, and now I’m always on top of every task."

The game changer portal for Creatives

Everything you need inside to stay organized and manage client projects with ease

  • Welcome & Onboarding

    Make a great first impression, build trust, and ensure a smooth workflow from the start.

  • Questionnaire & Proposal

    Collect essential details and present professional proposals, setting the stage for clear communication and client satisfaction.

  • Task Manager & Timeline

    Break down projects into tasks, assign deadlines, and track progress to stay organized and on schedule.

  • Meetings & Revisions

    Keep meetings organized and simplify revisions with a shared space for feedback and document updates.

Spend less time managing projects and more time Creating.

The Notion Client Portal Template is specifically designed to provide your clients with an organized, efficient, and stress-free experience.

Whether you’re a designers, photographer, videographer,or other creative service provider, this template will save you hours of manual setup

Notion client portal all-in-one streamlined system to keep your clients happy.

Old Way

👇 What usually happens

  • ❌ Scattered project info across different platforms.

  • ❌ Wasting time searching for documents.

  • ❌ Manually tracking tasks and milestones.

  • ❌ Frustrated clients with no clear updates.

New Way

👇 What will happen with a template

  • ✅ One central hub for everything.

  • ✅ Files neatly organized and tracked.

  • ✅ Nothing gets missed or delayed.

  • ✅ Clients always know the project status.

Streamline your work, impress clients, and manage everything with ease, all in one template for creatives.

Frequently Asked Questions

  • Absolutely! The template is fully customizable, allowing you to adjust sections like contracts, timelines, and branding to match your unique workflow and style.

  • Yes, you can share the portal with clients, giving them access to project progress, files, and communication without needing to use multiple platforms.

  • The template works with Notion's free plan, but if you need to upload files larger than 5MB or share your portal with more than 5 team members, you may need to upgrade to a paid Notion plan.

  • The template is designed to serve related service providers, including designers, photographers, videographers, and more. It’s flexible enough to adapt to different industries.

  • We designed the template to be beginner-friendly and tested it thoroughly in our own agency with real clients. The Notion Client Portal Template will include in-depth video instructions to help you get the most out of it .

  • After your purchase, you'll receive a link to duplicate the template into your Notion workspace. Once it's in your account, you can easily customize it by editing sections, adding your branding, and adjusting project details to fit your needs. This template is meant to be duplicated for each new client.