£25+

Freelancer Client Onboarding Portal | Aesthetic Notion Template Download

4 ratings
I want this!

Freelancer Client Onboarding Portal | Aesthetic Notion Template Download

The Notion Bar by Frances Odera Matthews
4 ratings

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

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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

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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. 

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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!)

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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

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

£
I want this!
100 sales

Thank you for your support & pay what you can - your contributions help me make more templates! Tweet your experiences @thenotionbar to join the community! Buy now to secure your early-access pricing! Thank you and bye for now 🌿

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