Freelancer Client Onboarding Portal

I built this portal system  as senior project manager for a successful creative agency and it changed my life with managing clients/projects.
freelancer client onboarding portal 6

Are you a creative freelancer and want to:
– ⌛ Save time?

– Win more clients as a freelancer with a unique service offering?

– Track feedback/versions more easily (goodbyeee messy email threads)

I built this portal system  as senior project manager for a successful creative agency and it changed my life with managing clients/projects

For a one-time payment, you get lifetime access to:

– A project dashboard to store/manage all your projects

– Save time and customise the template to fit your business – reproduce your process’ at the click of a button 

– A more professional client experience which will land you more projects

– Increased transparency with task/questions status using the built in communication boards – say bye to messy email threads! 

No more arguing over which pieces of feedback are linked to which version of the deliverable (sigh), using the simple deliverables/version tracker

– Flag anything that needs to discussed pre-kickoff in the Risk Assessment area

– Both you and the client will have access to the ‘Project Notes’ page

Clean file management in the Resources database

Increase potential conversion and introduce the idea of   future work   using the ‘Backlog’ area

Onboarding advice for Notion/the portal and email template to send to clients

Remember, this system is tried and tested and the learning curve is not as steep as you would think! I’ve onboarded clients with range of technical abilities with no problem. 

Want to get the best out of this template? Book a 30 minute coaching call  

Here I am on Notion’s official YouTube channel (8 k+ views!)

I love hearing success stories, feel free to contact me so I can hear how you’re getting on.

Additionally, let me know if you’d like to partner on a template!

hi@thenotionbar.com

Want to see the rest of my templates? Check out my template gallery!

Author:

Thenotionbar

Freelancer Client Onboarding Portal

I built this portal system  as senior project manager for a successful creative agency and it changed my life with managing clients/projects.

Featured templates

No settings found for the grid #4.
Updating…
  • No products in the cart.