Client Portal Notion Template
The ultimate solution for simplifying your client onboarding process and enhancing collaboration (green flags only here).
At Any/Day, we've totally fallen for Notion and whipped up a Client Portal that we just can’t get enough of. It’s our labour of love, designed to change the game in how you connect with your clients, whether it’s for the long haul or just a one-time gig. Perfect for freelancers, business owners, or anyone steering a team, this template is your golden ticket to an onboarding and project management process that's not just smooth, but also feels like a breeze. So, let’s wave goodbye to clunky communication and usher in an era of effortless, friendly collaboration.
Creating templates can be time consuming and lack the aesthetic we all love, so we’ve created the most good looking client portal there is 😉 If we do say so ourselves.
What’s Included?
Welcome section for a Loom video portal walkthrough
Meet the team
Onboarding (Deliverables, FAQ’s, Best practices for comms, Client expectations, Tools + Resources, Next steps & how to get in touch)
Embed your contract
Project Checklist (Upload Brand Assets, Complete Onboarding Questionnaires and book a 1:1 onboarding call)
Project Timeline Calendar (this can be switched to a Social Calendar if you’re an SMM)
Brand Docs (Stats Report, Content Ideas + add your own)
*BONUS* Editable Elements (Board Covers, Title Templates, Founder Images & Loom Video Walkthrough)
This template is designed to be personalised to your branding and style. You can find how to do this in the Loom video provided on the template and downloadable PDF. Don’t forget to use the free templates we’ve provided to customise your board covers, titles & images.
Do I need a paid plan to use this template? No! This template can be used on the free plan. However, we do recommend purchasing the paid plan to give yourself more storage when uploading files.
How do I download this template? Follow the step-by-step guide on the PDF you receive when purchasing. Make sure you have your Notion account set up prior to following the guide.
Got any questions about your template? Please email your order confirmation details & your question to hello@any-day.studio
*We do not accept refunds on any digital products*
The ultimate solution for simplifying your client onboarding process and enhancing collaboration (green flags only here).
At Any/Day, we've totally fallen for Notion and whipped up a Client Portal that we just can’t get enough of. It’s our labour of love, designed to change the game in how you connect with your clients, whether it’s for the long haul or just a one-time gig. Perfect for freelancers, business owners, or anyone steering a team, this template is your golden ticket to an onboarding and project management process that's not just smooth, but also feels like a breeze. So, let’s wave goodbye to clunky communication and usher in an era of effortless, friendly collaboration.
Creating templates can be time consuming and lack the aesthetic we all love, so we’ve created the most good looking client portal there is 😉 If we do say so ourselves.
What’s Included?
Welcome section for a Loom video portal walkthrough
Meet the team
Onboarding (Deliverables, FAQ’s, Best practices for comms, Client expectations, Tools + Resources, Next steps & how to get in touch)
Embed your contract
Project Checklist (Upload Brand Assets, Complete Onboarding Questionnaires and book a 1:1 onboarding call)
Project Timeline Calendar (this can be switched to a Social Calendar if you’re an SMM)
Brand Docs (Stats Report, Content Ideas + add your own)
*BONUS* Editable Elements (Board Covers, Title Templates, Founder Images & Loom Video Walkthrough)
This template is designed to be personalised to your branding and style. You can find how to do this in the Loom video provided on the template and downloadable PDF. Don’t forget to use the free templates we’ve provided to customise your board covers, titles & images.
Do I need a paid plan to use this template? No! This template can be used on the free plan. However, we do recommend purchasing the paid plan to give yourself more storage when uploading files.
How do I download this template? Follow the step-by-step guide on the PDF you receive when purchasing. Make sure you have your Notion account set up prior to following the guide.
Got any questions about your template? Please email your order confirmation details & your question to hello@any-day.studio
*We do not accept refunds on any digital products*
The ultimate solution for simplifying your client onboarding process and enhancing collaboration (green flags only here).
At Any/Day, we've totally fallen for Notion and whipped up a Client Portal that we just can’t get enough of. It’s our labour of love, designed to change the game in how you connect with your clients, whether it’s for the long haul or just a one-time gig. Perfect for freelancers, business owners, or anyone steering a team, this template is your golden ticket to an onboarding and project management process that's not just smooth, but also feels like a breeze. So, let’s wave goodbye to clunky communication and usher in an era of effortless, friendly collaboration.
Creating templates can be time consuming and lack the aesthetic we all love, so we’ve created the most good looking client portal there is 😉 If we do say so ourselves.
What’s Included?
Welcome section for a Loom video portal walkthrough
Meet the team
Onboarding (Deliverables, FAQ’s, Best practices for comms, Client expectations, Tools + Resources, Next steps & how to get in touch)
Embed your contract
Project Checklist (Upload Brand Assets, Complete Onboarding Questionnaires and book a 1:1 onboarding call)
Project Timeline Calendar (this can be switched to a Social Calendar if you’re an SMM)
Brand Docs (Stats Report, Content Ideas + add your own)
*BONUS* Editable Elements (Board Covers, Title Templates, Founder Images & Loom Video Walkthrough)
This template is designed to be personalised to your branding and style. You can find how to do this in the Loom video provided on the template and downloadable PDF. Don’t forget to use the free templates we’ve provided to customise your board covers, titles & images.
Do I need a paid plan to use this template? No! This template can be used on the free plan. However, we do recommend purchasing the paid plan to give yourself more storage when uploading files.
How do I download this template? Follow the step-by-step guide on the PDF you receive when purchasing. Make sure you have your Notion account set up prior to following the guide.
Got any questions about your template? Please email your order confirmation details & your question to hello@any-day.studio
*We do not accept refunds on any digital products*