Client Portal 2.0: Notion Template

Client Portal

One of the most important elements of a successful client project is 'being on the same page'.

Client portals help us do that; especially when working asynchronously or remotely.

Use this Client Portal Notion Template to help you:

  • Quickly develop, link and share User Personas from a tried and tested template;
  • Research and provide an analysis of key competitors--all in one view;
  • Scope out (or give key reminders) for your client's company mission, vision and brand story;
  • Track, schedule and store calls and meeting notes;
  • Stay on top of WIPs, feedback, project assets, research links and account passwrods throughout the project;
  • Link your key project documents like Project Terms, Proposal, NDA and more; and
  • Consolidate all of this into one, neat and non-intimidating Client Portal Dashboard.

What is a Client Portal in Notion?

If you're unfamiliar with the term, a 'client portal' is simply a web page or app where your client (or in Notion, any workspace member) can login to access project information.

A client portal can include anything from calls and meeting notes to documents and WIPs.

The important thing is that it's a central place for all things related to the project. Not only does this make it easy for you to keep track of everything, but it also helps your client feel informed and involved in the project.

How to create a client portal in Notion

There are a few different ways to set up a client portal in Notion. In this article, we'll show you how to use our Notion Client Portal Template.

First, add the Client Portals database to your Notion pages with the duplicate link from our template. This can take a couple of minutes to copy over, but once it's in your pages, move it to wherever makes sense and you're ready to start creating some portals.

To create a new Client Portal, simply:

  1. Open up the Client Portals gallery;
  2. Create a new empty item in the database;
  3. From the blank page you've just created in the database, hit '+ New Client Portal' button to generate a new portal;
  4. Wait a minute or so for the new portal to load;
  5. Click into the page that's created 'Client Portal';
  6. Edit the pages as you wish.

Editing & customizing your Client Portal Template in Notion

This will create a pre-built client portal with everything you need to get started.

Next, add your client's name and company logo to the top of the page.

Then, fill out the 'User Personas' section with information about your target user.

The 'Competitor Analysis' section is a great place to track your competitor's features, pricing, and more.

You can also use this section to keep an eye on your own progress and make sure you're on track.

The 'Mission & Vision' section is a reminder of your client's company mission and vision. This is a great way to keep everyone aligned on the project goals.  

The 'Brand Story' section is a place to store your client's brand story. This can be helpful when you're working on marketing collateral or other project deliverables.

The 'Calls & Meeting Notes' section is a great way to keep track of all your calls and meetings with the client. Not only does this help you stay organized, but it also helps your client feel involved in the project.

The 'WIPs, Feedback, & Assets' section is a great place to track all your work in progress, feedback, and project assets. This is a great way to keep everyone on the same page and make sure nothing falls through the cracks.

The 'Documents' section is a great place to store all your project documents in one place. This includes the project proposal, NDA, and any other important project documents.

Finally, the 'Client Portal Dashboard' is a great way to see an overview of everything in the client portal. This is a great way to keep track of everything and make sure nothing falls through the cracks.

Using Flotion To Create Custom Portals & Dashboards

In the video above, you'll see me building out this very Client Portal 2.0 template in a tool called Flotion. Flotion lets you create all sorts of business tools, and it's actually one of the best ways to rapidly generate custom Client Portals for each new client, based on a solid base template.

To get started with Flotion, or learn more about the tool, you can browse this page.

With the Notion client portal template, you can quickly and easily create a central place for all things related to your client project. This helps you stay organized and on track, and it helps your client feel informed and involved in the project. Give it a try today.

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