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Client Portal: Shared Notion Workspaces
Client portal

Client Portal: Shared Notion Workspaces

πŸ‘‹ Heads up:Β I've created an updated version of this Client Portal, which is admittedly a little cleaner. You can learn more about that here.

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 component 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.
Next block in this ability stackΒ β†’