Design Client Portal

A design client portal template for a smooth project process from start to finish

Organize all project-related information in one centralized location, including milestones, key events, useful links & files, research, contact persons, and deliverables, ensuring clarity and alignment with your freelance clients from the start.

What's inside:

• Client onboarding: Easily onboard new clients with a simple layout template.
• Timeline overview: Visualize project deadlines and milestones to ensure everyone involved is aligned on the project timeline and key deliverables.
• Project documentation: Document project requirements, scope, and agreements to avoid misunderstandings and scope creep.
• File sharing and collaboration: Easily share design files, mockups, and documents with clients directly through the portal.

FAQ

• Can I use this with the free Notion account?
  Yes, you can use the free Notion personal account. You can sign up to Notion here. If you want to add a guest to a specific page for collaboration, you can do so for up to 5 guests on the free plan.
• Does it include other templates for freelancers like invoices or contracts?
  No, this template is tailored to facilitate communication and collaboration between you and your freelance clients. It provides a structured framework for managing communication, but it does not include additional templates for tasks such as generating invoices, drafting contracts, brand assessments and others.
• Is it optimized for mobile?
  Yes, you can use it on both desktop and mobile views.
• Is this light/dark mode supported?
  Yes! You can switch between light/dark mode without affecting your Notion workspace. This is where you can change the modes.

  

• Is this refundable?
  Due to the nature of digital items, refunds are not accepted.

Designed by Tina. You may also follow me on Twitter, Linkedin or Medium.