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.
Designed to boost freelancer's productivity. Keep up with your client work without burning out. Collaborate better to keep your clients SATISFIED! Manage projects, payments, meetings, tasks (and more) in one place.