Client Onboarding

A visual and organized approach to managing client interactions, from initial contact to project completion.

Give your clients a better experience by inviting them to your client portal. This all-in-one dashboard offers a visual and organized approach to managing client interactions, from initial contact to project completion. Streamline your communications and reduce back and forth email, so both of you can save time and work efficiently. Simplify your processes, improve productivity, and strengthen client relationships. Say goodbye to scattered client data. The template is designed for a 1-1 collaboration between the freelancer and the client.This template can be easily added to your account and is ready to use. You can duplicate it as many times as you need and tailor it to every new client.

What's Inside

• Homepage - a dashboard with most important informations.
• Project Purpose - outline project proposal, key project goals and set up legal documents.
• Project Workspace - upload documents such as invoices and branding documents, set deadlines and keep clients up to date with key milestones.
• Payments - set out payment instructions.
• Feedback - collect reviews and testimonials.

Who's It For

• Perfect for freelancers and small business owners across various industries who want to streamline their client onboarding process, manage tasks efficiently, and enhance communication and collaboration with clients.

FAQ's

How does it work?

• Purchase this template and download the attached PDF.
• Click on the embedded link in the PDF file to take you to the template (2nd page).
• Create a FREE account on Notion or sign-in to Notion to start using and editing the template.
• Click 'Duplicate' in the top right corner to import the template into your Notion Workspace.
• Customize the template to your taste.

Does this work on the free version of Notion?

Yes, once you've made your purchase, a link will be sent to duplicate this to your Notion workspace.

Can I duplicate this template to share with my team/friends?

No, this is a personal license for individual use.

Any more questions?

Contact us at contact.notiondesign@gmail.com