CLIENT PORTAL FOR FREELANCERS (PROJECT-BASED) Notion template designed for freelancers to share with their clients ➕ Keep clients engaged and organized during projects ➕ Offer clients a dedicated portal with resources, timelines, and project files ➕ Impress clients with a premium experience 𝗧𝗛𝗜𝗦 𝗧𝗘𝗠𝗣𝗟𝗔𝗧𝗘 𝗜𝗦 𝗣𝗘𝗥𝗙𝗘𝗖𝗧 𝗙𝗢𝗥 𝗬𝗢𝗨 𝗜𝗙 𝗬𝗢𝗨: ⭐ Work with clients on projects and want an easy way to organize everything your clients need in one place. ⭐ Are ready to offer your clients a polished, professional experience by inviting them into a customized client portal. ⭐ Want to make onboarding, project updates, file sharing, and communication effortless. ⭐ Dream of reducing back-and-forth emails and scattered information. ⭐ Want to help clients stay on track with project timelines, deliverables, and feedback checkpoints. ⭐ Are looking for a clean, modern solution you can easily share with each client—without the high cost of fancy software. 𝗪𝗛𝗔𝗧'𝗦 𝗜𝗡𝗖𝗟𝗨𝗗𝗘𝗗: ✔️ SECTION #1 Onboarding: Navigating the portal, accessing important documents, and managing payments. Pages: Welcome, Documents, Payments ✔️ SECTION #2 Planning & Initialization: Defining the project, structured phases, step-by-step guidance, and visual resources. Pages: Project Details, Project Phases & Steps, Guidelines & Resources ✔️ SECTION #3 Project Management: Task manager, meetings scheduler, and deliverables. Pages: Task Manager, Meetings, Deliverables ✔️ SECTION #4 Offboarding: Final review and actionable next steps. Pages: Follow-Up & Next Steps, Feedback 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: 1️ After the purchase, you will instantly get a PDF file with instructions and a link to access the template. 2️ You will need to sign up for a free Notion account (if you don’t have one) and duplicate the template to your account. 3️ Short and to-the-point tips are included in the template to make sure you use all the features of the template. 4️ The template is ready to use, but can be customized to match your branding. ❗ 𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧: • This is a Notion template, and a basic understanding of Notion is highly recommended for the best experience. While the template is designed to be intuitive, familiarity with Notion will help you customize and navigate it more easily. If you're new to Notion, you may want to explore its basic features first to get the most out of this template. • This template and its individual components are protected by copyright and intended for personal use only. You are not permitted to share access to the template or any of its parts, claim them as your own, sell, or distribute them, even if modified. • This is an instant digital download, and you won’t get any physical item. • The template is optimized for desktops. While it works on all devices, the layout will differ slightly on smaller screens, such as tablets and mobile phones. • With Notion's free plan, you can invite up to 10 guests to access your template directly. If you need to share with more clients/colleagues, consider checking out Notion’s paid plans for higher guest limits. • Since this is a digital product, all sales are final and non-refundable. ❔ Not sure about the purchase? Just send me a message - I'm happy to answer any questions or share a preview of the template with you!