Client Portal Page

What's Included?

Client Management Made Easy

📁 Client Pages: Create detailed client portal pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, files, links, stakeholders & relationships to deliver exceptional service.

Easily add clients or team members to these pages to view or collaborate with.

Empower Your Team

👥 Employee or Contractor Pages: Effectively manage the people or contacts inside your agency. Assign client tasks to people and teams. Manage employee goals, development, feedback, contacts and more.

💪 Training Modules & Plans: Design and assign training materials to upskill your team. Monitor progress across various training plans to ensure your team members are constantly improving.

Streamline Project Management

✅ Projects & Tasks: Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.

⏳ Time Tracking: Easily track time spent on clients to create invoices or get a better view of your allocated time. Use quick-action buttons or timers to effortlessly record time spent on tasks from the home page and the Notion mobile app.

Stay Financially Informed

🏦 Finance Tracker: Keep track of income, expenses, and profit with finance tracking. Create invoices, direct debits or flat fees for each client and manage income. Visualize your business growth with Notion's graphs.

Set and Achieve Goals

🎯 Targets: Set your wider business targets, deadlines and tasks and track your progress.

Efficient Calendar Management

📆 Calendar: Schedule and manage events and meetings seamlessly. Integrate with Google Calendar to export your meetings outside of Notion.

Boost Your Marketing Efforts

📢 Marketing Manager: Strategize and execute marketing campaigns effectively. Organize social media activities and posts, create lead magnets, and devise and track growth strategies to expand your business.

🧲 Lead Manager: Nurture your lead pipeline and track progress toward conversion. Add notes for each lead on their pain points, client gains and what specific value they're looking for to tailor your communication and drive conversions.

Seal the Deal with Professional Proposals

🤝 Proposals: Prepare and organize business proposals and store success stories, and case studies to deliver the most attractive offering. Track successful messaging to improve your lead conversion efficiency.

Access Valuable Resources

🗄️ Store Information: Centralize agency best practices, forms, and information in one convenient location. Keep track of SOPs, client or employee FAQs and all information for keeping.

User Friendly

ℹ️ Template Guide & WIKI: Explore the 25 + page template WIKI for useful tutorials and integration tips to optimize your workflow.

📒 Quick Start Guide: There's a detailed step-by-step setup guide for the whole dashboard so you can hit the ground running as soon as you copy the template to your Notion workspace. Whether you're new to Notion or an expert, this template is designed to be accessible for anyone to understand and make their own.

Fully Customizable

✏️ Page Layouts: Sections like Client or Employee Page layouts and information can be easily moved and the changes made will be carried over to new pages you add.

🎨 Brand Colors: Change the template banners and colors to match your business or clients. Add brand logos to the pages for easier management.

Also Included...

🌟 Continuous Improvement

As Notion releases new features, you'll receive updates, ensuring your template has the best tools available. We have an embedded survey where customers submit suggestions and feedback so we can continuously make improvements. Check on the right to see what was included in the last update.

🌟 Support

For any questions, you can contact me via email. Or you can use the embedded survey to submit feedback or suggestions on new features.