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How do you guys manage your client workflow in 2026? 🤔
I wanted to share with you guys the Notion portal I've been using for the past 2 years to onboard clients onto a projects and keep things streamlined.
It honestly has saved me countless hours of headaches, back & forth, clients requesting files after completion of project, etc...
One thing I've learned while building this portal, is that systems are THE thing that will take you from a struggling to a successful freelance business. At the end of the day, time is 💸, and systems save you time.
Do you guys have a portal for your clients, or are you doing everything manually? Curious to hear your approaches on this one!
wonderful design! so minimal and clean!
🙌
Dang this is an invaluable resource @Karim Dari ! You got one vote to release this as a freebie :) jw, what part of the process do you think has been the most helpful?
Thank you Alex! I def will when I get some free time! I think the part that's been the most helpful is probably the onboarding for the client. It helps me keep everything async and not have 100's of meetings. 😃
Will do! 🙌
Systems make all the difference, I use Notion too and it keeps everything smooth saves me from the endless back and forth. I think you should release this as a digital product!
Absolutely! Notion is such a great tool, so modular. Will do! 😁
Hey Karim, I'm super interested in this as I have a very similar client portal set up in notion. I've tried it a few times and found that clients don't take to it. Any tips would be really helpful! Would love to know how you introduce it to them. Do you link anything back to...
Ohhh that's tricky! I've unfortunately had the same experience with some clients. Honestly I think it all boils down to having your processes and being firm with clients that this is how you work. Otherwise clients will walk all over you. This goes for every aspect of your...
It's that! Just a bit of effort. I'll keep trying 😊
I built something similar in Notion last year, mostly out of frustration. Didn’t expect it to become one of the biggest upgrades to my workflow.
Ahahah, our greatest outcomes usually come after a struggle, I feel that. 😂
Amazing!! please release it as digital product would love to use it for my projects!!
Absolutely! Will do soon! THanks!
Notion is lowkey a goated tool, absolutely love
Absolutely!
This is one of those unsexy topics that quietly changes everything.
The moment you stop managing clients in your head and start managing them in systems, the whole business feels lighter. Less chasing, fewer “can you resend that file” moments, more actual work getting done.
...
Yep! Def the questionnaire & file-uploading has made it async & seamless, with less back & forth!
Amazing Work
Thanks!
🙌
I vibe coded my own PM tool.
Amazing! Would love to see it! 🔥
I have quite a few projects on Lovable, you can see here: https://lovable.dev/@ohioaustyn
Wow, thanks for sharing! Super helpful idea. Looks really convenient. I’ll definitely keep it in mind.
So glad it can you some ideas 😃
This is amazing and well detailed Karim. Please release as a digital product.
Thank you Edewede!!! Will do ! ❤️🔥
ngl, this is kinda dope
Thanks brodie ! 🤞
I'm not sure yet how to manage clients here since I'm new to this platform and confused why my service Contact me button is not clickable.
Try sending an email to Contra support? They reply pretty quick!
Ok Karim . Thanks
Yes please, it’ll be very useful for people just starting out too
Will do !! Thanks 🤞
Would love to try it out.
Amazing to hear! I'll release it soon 😃
Yess that's what I was thinking too! Thank youu 💫
I'd look into building one for my clients, As a Social Media Manager usually used to working with new software, I did not expect Notion to be this hard to utilize.
This is a game chnager, thanks
Amazing Work
🧠 ->🎉
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