Notion Client Portal + Welcome Portal + Work Manager

Here are 3 Notion Portals to help you onboard your clients like a pro + manage your work easily!

It includes:

• Client Portal
  It includes a project process overview; Goals and other project information; Client tasks; and Spots to add your deliveries and share easily with your client.
• Welcome Portal
  It has a quick intro about the designer and their journey; A place to talk a bit about the purpose of the designer's work, information about the services a a place to download the full Welcome guide.
• Work Manager
  You can now manage your work like a pro! This Portal contains:
  • A Client Management Section to manage your clients (grouped by client, so you can have multiple projects per client and see them easily)
  • A Project Management Section to manage all your projects (also grouped by client)
  • A Task Management Section to manage all your project tasks (grouped by project)
  • A Briefing Section where you can add all the info about your project and also prepare your Call Questions
  • A Social Media Manager where you can visualize your posts by day/week in a month
  • A Client Review Section so you can keep track of all reviews and feedback
  • A Finances Section so you can keep track of your expenses!
  • A Pricing section so you can easily keep track of it.

The cool thing about notion is that it's free and you can edit it from your Phone, PC or Tablet!

This notion was build for designers, but it can be also useful for other businesses who want to manage their clients, projects and tasks and use social media.

HOW IT WORKS?

1 - Buy it.

2 - Receive a link for the template

3 - Select "Duplicate" on the top right of the template - it will add it to the workspace you have open.

4 - Use it as you please! Enjoy!

PLEASE NOTE

• You cannot Re-sell this template.
• All images and widgets included are free.
• This is a Digital Product with INSTANT DOWNLOAD. No physical product will be sent.
• I do not accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.