Client Portal

Impress your clients with this Notion Client Portal

"I love searching through an endless email chain for the 22nd revision my client just sent me" - said no one, ever.

If that's you this client portal will help you to:

→ Organise your client projects so everything is where you need it, when you need it.

→ Cut down the time you spend going back and forth with clients over email.

→ Create a seamless client experience that gets rave reviews like this one:

"My experience with Anna was incredible from start to finish. Her intuitiveness and skill captured everything I wanted to convey when re-doing our website. I have worked with many designers and this was by far the only time I felt completely satisfied (and beyond)!" - Kari

What's included

• Project Proposal template
• Section for contract, invoices and payment tracker
• Client onboarding questionnaire
• All your project files and revisions in one place
• Pre-written guides including:
  • How to provide the best feedback
  • File types and how to use them
• Embed a video walkthrough directly into your portal
• Embed your calendar booking page directly into your portal
• Project status and buttons linking clients directly to the next task for a seamless experience.

⏳ Set-up 5 minutes

🎥 Video Tutorial

🗝️ Lifetime access to updates

Who am I?

I'm Anna, web designer and content creator. Over the past 2 years I have gone from struggling freelancer charging $500 for a website to booking projects starting at $5000+

These are the exact systems and templates I use to streamline my workflow and run a booked out web design business in less than 20 hours per week.

FAQs

How does this work?

After purchase, you'll receive a link to duplicate this template into your Notion app. If you're new to Notion, I've included a video to help you get started.

Why Notion?

• A secure way to share everything with your client.
• Available on every platform
• Highly customisable to what works for you and your business.
• Powerful database features available and low or no cost.

Do I need to pay for Notion to use this?

You can set this up in the free Notion account! However, you may want to upgrade to the plus plan ($8/month) in the future if you are sharing pages with more than 10 clients at a time.

Still, have questions?

Please don't hesitate to email me at cedabranding@gmail.com with any questions. I'll be more than happy to help!