This client portal was created to provide simplicity, depth and an excellent client experience. We use this in our branding business to make the administrative process easier.
Who is it for?
– Designers
– Brand strategists
– Website developers
What is it for?
– To create a simpler client experience
– To replace multiple programs (Google docs, Asana, Slack, E-mail) with one space on Notion
– To provide a portal for both you and your client
– To share all necessary information, documents and communication in one place
What’s included?
– Client Hub:
– Scope of work
– Client meeting notes
– Project Notes & Drafts
– Client Portal:
– All project information
– Contract and Invoice spaces
– Responsibilities
– Onboarding (uploading of details and copy/images for the project)
– Brand discovery (brand and design questionnaire)
– Brand identity sections with feedback samples
– Web design sections with feedback samples
– Web development sections with feedback samples
– Brand Assets with feedback samples
– Project Timeline + progress stages
– Upcoming meetings
– Useful resources
– And more!
Leave a Reply