Notion Template Creation: Client Portal

Notion Templates

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Notion Template Creation: Client Portal

A sleek, shareable space to collaborate with clients, track progress, and centralize all deliverables.

Template Name: Client Portal

This template helps freelancers and studios collaborate with clients in a transparent, professional way.
Share project details, deliverables, and timelines at a glance
Keep communication, notes, and files in one easy-to-access place
Collect feedback and approvals without messy email threads
Build trust with a clean, branded client workspace

Features

Client Overview Panel: Add the client’s name, project scope, start/end dates, and main point of contact in one simple header section.
Deliverables & Timeline Tracker: Track key phases of the project using a visual timeline and delivery checklist with status updates.
Communication Log: Keep records of meeting notes, recaps, and approvals so everything stays transparent and organized.
Shared Resource Library: Central location to upload final files, reference links, or in-progress work like Figma mockups or Loom videos.
Feedback Submission Form: Let clients provide input or approvals directly from the portal without endless back-and-forth.
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Posted Jun 21, 2025

Designed a Notion template for client collaboration and project tracking.

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Clients

Contra

Collaborators
Lo Madden

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