Freelance & Client Project Tracker

Are you running a freelancing business?

Tired of endless back-and-forth with clients? Hate dealing with documents all over the place? Introducing the Notion Client Portal Template...

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This Notion Template is designed for project-based freelancers, client management, client onboarding and project tracking:

• Manage projects, payments, meetings, and tasks in one place.
• Stay on top of deadlines and track task progress.
• Improve productivity and collaborate better to keep your clients SATISFIED!
• Keep up with your client work without burning out.

✧˖*°࿐ How It Works?✧˖*°࿐

• Step 1: After successful payment, go to your Gumroad purchase portal or check your email to get the link to the template.
• Step 2: Click the "duplicate" button to copy the template. This copy will only be accessible to you and not the public.
• STEP 3: Make your own changes. Add records, change the text, color, layouts.

✧˖*°࿐ Use On Web/Mobile/Desktop ✧˖*°࿐

• Web Version: You can create a free Notion account, duplicate this template via your purchase link and start editing the template.
• Mac & Windows: Go to https://www.notion.so/desktop, download the Notion app to your desktop for a faster experience.
• Mobile: Download Notion app for Android or iOS. Log in to your Notion account and start planning your client tasks on the go.

✧˖*°࿐ Including 10 Functional Templates ✧˖*°࿐

• 01 - Client Proposal Template
• 02 - Payment & Invoice Tracker
• 03 - Task Manager
• 04 - Approval & Review
• 05 - Documents
• 06 - Meetings
• 07 - Brand Kit
• 08 - Deliverables
• 09 - Clip Board
• 10 - Account Manager

✧˖*°࿐ 01 - Client Dashboard ✧˖*°࿐

• Improve your client communication and collaboration for maximum productivity.
• A visual overview of task progress, messages replied, and payments made.
• Client can submit a request or send quick messages to the freelancers. You can respond to client messages directly within the portal.
• Visual representation (like progress bars percentage) of tasks related to the client's project.
• Include the name, bio, contact number and email address of the freelancers.

✧˖*°࿐ 02 - Proposal Template ✧˖*°࿐

• Clarify your project’s scope, goals, target audience and competitor’s analysis.
• Offer a detailed audience profile for precise and effective marketing strategies.
• Snapshot: Include the client’s logo, company name, project deadline, and budget.
• Provide a detailed breakdown of the client's goals, outlining the desired outcomes and expected results.
• Analyze the client's competition, upload their logos, and provide detailed information for strategic planning.

✧˖*°࿐ 03 - Payment Hub ✧˖*°࿐

• Track invoice files, and automatically update paid, overdue, and upcoming payments.
• Provide a detailed breakdown of payment terms and specify the payment structure for the project.
• Automatically update “Paid”, “Overdue”, or “Upcoming” based on the invoice issued date.
• Keep track of invoices, upload PDF files, or link them to Google Drive.
• Specify the payment methods such as bank account number or links to PayPal, Stripe, etc.

✧˖*°࿐ 04 - Approval & Review Hub ✧˖*°࿐

• Send your drafts for review, approval, rejection, or client feedback. Collaborate seamlessly.
• Clearly indicate whether drafts require review, approval, or rejection.
• Provide comprehensive feedback in a dedicated document linked to each review item.
• Prompt your client to offer post-project feedback, rating their satisfaction using a Likert scale.
• A designated space for clients to share their testimonials, providing their full name, uploading a photo, and optionally including their company name.
  

✧˖*°࿐ 05 - Documents Hub ✧˖*°࿐

• Organize client's documents such as company's mission, strategic plans, marketing copies, etc.
• Stores relevant documents and resources related to the client's project.
• Easily categorize documents and resources to make searching easier.
• Pin relevant resources to the right sidebar for easy access.

✧˖*°࿐ 06 - Meetings ✧˖*°࿐

• Schedule meetings with clients, keep track of meeting notes and agendas, and follow up on action items.
• Label each resource with information such as category, source URL, description, keywords, and date added.
• Add a new client meeting and label them as Weekly Sync, Ad Hoc or Brainstorming session.
• Link a call to the relevant meeting notes. Make the meeting notes easily searchable.

✧˖*°࿐ 07 - Brand Kit ✧˖*°࿐

• Keep track of the client's branding strategy, themes, color schemes, and typography.
• Easily reference and apply your brand's color palette for cohesive design elements.
• Give an overview of the client's brand strategy, including brand stories and positioning.
• Manage and showcase your logo designs and variations with organized image uploads.
• Centralize all font-related details including font family, color, sizes, and variations for consistent branding.
• Upload relevant imagery such as website images and illustrations to align with your project's branding.

✧˖*°࿐ 08 - Clip Board ✧˖*°࿐

• Easily exchange new ideas with your clients.
• Collect, organize and share inspiration or design ideas with your clients using the inspiration board.
• Create dedicated folders to organize ideas, designs or inspirations.
• Pin favorited ideas on the right side bar for easy reference.

✧˖*°࿐ 09 - Deliverables ✧˖*°࿐

• A management hub for client's project deliverables.
• Keep track of project's deliverables such as marketing copy, web design, articles, logos, etc.
• Categorize project's deliverables based on project timeline.
• Specify the title, description, due date, and completion date of the deliverables.

✧˖*°࿐ 10 - Account / Password Manager ✧˖*°࿐

• Easily access shared client accounts, track login URLs, and passwords.
• Collaborate with your client's team or internal staff by using account sharing.
• Manage passwords and login details of shared software and digital tools.