Client Portal Page | Notion Template

Harrison

5 ratings

Notion Client Portal Page: Comprehensive Client Management Solution

Elevate Your Client Relationships with Powerful Features

📁 Store Info

Centralize brand guidelines
Maintain market overviews
Capture unique selling propositions (USPs)
Store critical brand intelligence

📞 Manage Contacts

Track client contacts
Manage stakeholder information
Build comprehensive contact network

📈 Performance Reviews

Document client performance
Create actionable improvement steps
Track progress and achievements

🎯 Targets/KPIs

Set and monitor budgets
Define key performance indicators
Align strategic objectives
Track organizational goals

📆 Projects

Add and manage projects
Create detailed task lists
Control project timelines
Ensure seamless execution

Download Free - Streamline Your Client Management Today!

Looking for an all-in-one setup? Checkout out:

Notion For Agencies

Notion For Freelancers

Upgrade To Agency OS Today To Unlock The Ultimate Business Manager & Planner

Add Your Brand Style, Logo & Colors

How Does It Work?

Add The Template To Notion
- Follow the link to the Notion template (If you don't have a Notion account, sign up for one for free). Duplicate it to your workspace.
- Explore the sections. There's a video tutorial attached, as well as a setup guide and written instructions and tips for each of the sections. You can use the extensive WIKI section if you need help or want to find ways to further enhance the template.
Add Or Import Your Clients Over
- If you use Excel or Gsheet sheets you can easily copy and paste your existing clients and employees over using the instructions.
Edit The Template
- Make changes to the color, design, and layout of any of the pages or sections easily. Add your brand logo, colors and banners.
Integrate With Other Apps
- Integrate different Notion widgets and compatible applications such as Google Calendar so you can get even more value out of the template. No subscription payments, so you can continue building your business and client portfolio at no extra cost.

Why Choose Notion?

🆓 No Subscription Fee: Get lifetime access to all features for free, including all future updates.
💻 Cross-Device Syncing: Work effortlessly across your laptop, tablet, and phone with seamless synchronization.
🎨 Fully Customizable: Design personalized dashboards that perfectly fit your clients, business, and brand.
📦 All-in-One Platform: Keep everything organized and managed in a single place.
🤝 Real-Time Collaboration: Invite clients or team members to collaborate on projects, share notes, and exchange ideas instantly.
📈 Effortlessly Scalable: Grow your business without limits—add unlimited clients, projects, and pages as needed.
📚 Centralized Knowledge Base: Store crucial business info, SOPs, and FAQs in one easily accessible hub, so nothing gets lost.

Frequently Asked Questions

What Is Notion?
Notion is a free user-friendly productivity software that combines note-taking, task/project management, and collaboration tools into one platform. This product offers a carefully designed template you can use immediately for yourself.
How will I receive the product?
After you purchase, you will have access to a link that sends you to the template. You can then duplicate it into your workspace to start using it for yourself.
Do I need to be on a paid Notion plan to use this?
No, you can use every aspect of this template with a free Notion account.
Is the template worth the price?
AGENCY OS isn't just a Notion template, it's a replacement for expensive monthly subscription software. It gives you all the benefits of having a Notion system for your agency without needing to spend time learning how to create a dashboard good enough to properly manage your business.
Can I make changes to this template?
You can make any change to the template design or layout easily. Customize it to suit your preference so you get the most value and use out of it.
Who are you?
I am Harrison, a certified and recommended Notion Creator. I've built more than 20 products that have helped over 4000 people improve their health or wealth through Notion.
Can I become an affiliate?
Yes, fill out this form if you're interested.
Any more questions?
Have questions or need assistance? Don't hesitate to reach out. You can message me on X or drop me an email at harrisonwallace1@outlook.com