Notion Client Portal Template
Level up your client experience with this Client Portal that makes your clients feel supported, in-the-loop & mega-organized. This template is suitable for Social Media Managers and Virtual Assistants, but can also be customized for other service providers, such as coaches, therapists and more.
This template includes the following…
Key Dates Calendar with invoice & meeting reminders
Onboarding Section for seamless onboarding
Client Hub for all Client Details, Login Info and more
Prompts to ask your client for an in-depth Brand Analysis
Strategy Hub to store your client’s documents related to their strategy
Task Tracker, so clients never second-guess what you’re up to
Meeting Hub to store all meeting notes
Content Hub, which is our Content Calendar Template, built-in, including;
An all-in-one calendar for multiple social media platforms
A Content Tracker so your clients know what to film/ approve etc.
An IG Feed Planner to plan your feed aesthetic
Video, Carousel & Story templates for optimal planning & organization
Analytics Hub to track insights across all platforms
Areas to embed PDFs, videos & files according to your liking
Once you purchase this product, you will receive a thank you email containing a PDF file, which contains the link to this Notion template.
NOTE: This product is non-refundable.
Level up your client experience with this Client Portal that makes your clients feel supported, in-the-loop & mega-organized. This template is suitable for Social Media Managers and Virtual Assistants, but can also be customized for other service providers, such as coaches, therapists and more.
This template includes the following…
Key Dates Calendar with invoice & meeting reminders
Onboarding Section for seamless onboarding
Client Hub for all Client Details, Login Info and more
Prompts to ask your client for an in-depth Brand Analysis
Strategy Hub to store your client’s documents related to their strategy
Task Tracker, so clients never second-guess what you’re up to
Meeting Hub to store all meeting notes
Content Hub, which is our Content Calendar Template, built-in, including;
An all-in-one calendar for multiple social media platforms
A Content Tracker so your clients know what to film/ approve etc.
An IG Feed Planner to plan your feed aesthetic
Video, Carousel & Story templates for optimal planning & organization
Analytics Hub to track insights across all platforms
Areas to embed PDFs, videos & files according to your liking
Once you purchase this product, you will receive a thank you email containing a PDF file, which contains the link to this Notion template.
NOTE: This product is non-refundable.
Level up your client experience with this Client Portal that makes your clients feel supported, in-the-loop & mega-organized. This template is suitable for Social Media Managers and Virtual Assistants, but can also be customized for other service providers, such as coaches, therapists and more.
This template includes the following…
Key Dates Calendar with invoice & meeting reminders
Onboarding Section for seamless onboarding
Client Hub for all Client Details, Login Info and more
Prompts to ask your client for an in-depth Brand Analysis
Strategy Hub to store your client’s documents related to their strategy
Task Tracker, so clients never second-guess what you’re up to
Meeting Hub to store all meeting notes
Content Hub, which is our Content Calendar Template, built-in, including;
An all-in-one calendar for multiple social media platforms
A Content Tracker so your clients know what to film/ approve etc.
An IG Feed Planner to plan your feed aesthetic
Video, Carousel & Story templates for optimal planning & organization
Analytics Hub to track insights across all platforms
Areas to embed PDFs, videos & files according to your liking
Once you purchase this product, you will receive a thank you email containing a PDF file, which contains the link to this Notion template.
NOTE: This product is non-refundable.