Looking for a better way to organize your client communications? Grab our OG best-selling Notion Client Portal template to streamline your project management. With step-by-step process sections broken out into project stages that can be checked off as you move through the project, you’ll never have to deal with endless email back-and-forth again. Sections for onboarding documents, a foolproof strategy questionnaire and feedback, as well as packaging databases and invoicing sections, you and your client will have total clarity going into any project.

+ A section for your invoices and contracts, as well as a checklist for payments and a payment plan description

+ List of project information including dates, scope of work and project proposal

+ Pre-written useful resource guides including file formats, FAQ’s and how to best provide feedback

+ Project timeline database for each stage of the project (brand strategy, brand identity, packaging, social media, print and web design) that are entirely customisable for each project

+ Brand strategy onboarding questionnaire and questionnaires for each project stage to ensure you have exactly what you need to get designing

+ An advanced packaging database to collect information such as cutterguides, copy, images of the product and more

+ Feedback forms for each project stage

This template is compatible with the free version of Notion. Simply purchase, click the link provided, and duplicate the template to copy it into your Notion dashboard.