Project & Client Portal
About this template
KEY FEATURES:
Project Portal: Organise and track all your projects in one place.
Client Portal: Shareable with clients, featuring step-by-step processes, file uploads and downloads, and a feedback mechanism.
- No Lorem Ipsum here! Enjoy pre-written text prompts that guide you on what to write and where.
- Includes a full client strategy questionnaire, feedback/review questionnaire, and an FAQ section.
- BONUS editable Canva templates for cover, header and title images so you can easily update to suit your business branding.
• What’s Included in the Project Portal?
Client Meetings: Organised sections for scheduling and tracking client meetings.
Digital Clock: A dashboard clock to keep you on schedule.
Time Tracker: Automated time tracking to log project hours (clock in / clock out).
Active Projects: Manage project statuses, deliverables, and start dates in one place.
To-Do Calendar: Plan daily, weekly, and monthly tasks, prioritise them, and streamline your workflow.
Document Storage: Keep frequently used documents like client welcome packs, questionnaires, contracts, and invoicing templates centralised.
• What’s Included in the Client Portal?
Project Overview: Basic details such as project name, client, objectives, and timeline.
Project Summary: An overview covering the project’s background, addressing key questions (Who, When, Where, What, and How).
Project Deliverables: A step-by-step timeline outlining what to expect and when, complete with dates and notes.
Project Dashboard: Eight dedicated sections for the client to navigate through: Start Here, Welcome Pack, Contracts & Invoices, Client Questionnaire, Presentation Uploads and Feedback Forms
Project Offboarding: Upload brand/logo, files, Client Testimonials: Space for client reviews FAQs
HOW TO USE:
After purchasing, you’ll receive a PDF guide with a link to the template. Click the link, select 'Duplicate' in the top right of Notion, and the template will be ready for you to customise and use in your account. Easy!
For any questions, feel free to reach out @studiostayc or [email protected]
