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Are you ready to elevate your client experience and keep projects organized like never before? Our Client Portal Template is the ultimate solution to creating a seamless, professional, and stress-free workflow for both you and your clients.

Whether you’re a designer, coach, freelancer, or small business owner, this template will transform the way you manage projects, making the entire process smooth, efficient, and impressively professional.

Deliver a Seamless Client Experience, From Start to Finish


Notion Client Portal Template

hot tip

If you bundle this template with the Dashboard Template, all tasks and feedback will link seamlessly into your main project tracker for the ultimate all-in-one setup!
Each purchase includes a single licence for personal use only. The templates, even if modified, cannot be re-sold, redistributed, or claimed as your own.  Due to the digital nature of the our products, no refunds are permitted and all sales are final. If you need help with your order, please get in touch, we'd be happy to help.

£40.00

A fully customizable client dashboard to give each client their own streamlined workspace.
1.  Client Dashboard
A place for everything — track each phase of the project with clear milestones and due dates so your client knows exactly where the project stands at any time.
2. Project Phases

Gather client feedback directly in the portal with dedicated sections for revisions, feedback, and approvals, avoiding endless email chains.


3. Presentation & Feedback

 set of pre-built questionnaires and prompts for your clients to easily provide you with key project info, saving both of you valuable time.

4. Questionnaires & Prompts

Time to ditch the mile long email threads! Keep all client communication organized in one place, ensuring nothing gets lost in the shuffle.


5. Chatbox & Communication


 *Bonus Discovery Call Questionnaire — perfect for designers, but easily adaptable to suit your biz, so you're always prepared for hopping on calls.
6. Timeline & Task Reminders
Store all your client and internal call notes in one place. 

What’s Inside:

Every Client Portal Template comes with easy-to-follow video tutorials to walk you through setting up, personalizing, and getting the most out of the template. Plus, we’ve thrown in some Canva templates for you to customize the look and feel, ensuring your portals are always on-brand and looking gorgeous.




What’s even better?

Your clients will always know exactly what’s happening, thanks to the organized timeline and phase breakdown. With all tasks, deadlines, and feedback clearly laid out, you’ll look like the pro you are!



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Total Project Transparency


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Streamlined Communication


Say goodbye to messy email threads! All communication happens within the portal, meaning no lost messages or missed deadlines. Your clients will love how easy it is to stay connected.



This isn’t just a fancy portal — it’s designed to make client management feel like a breeze. With everything from presentations to feedback centralized, both you and your clients will feel like you're in total control.


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Tailored Client Experience


Why You’ll Love It...

The Notion Business Dashboard Template gives you the tools to organize, manage, and elevate your business in one swoop. You’ll have everything you need to track tasks, projects, client calls, and even your products, all in one cohesive space. With the added bonus of tutorials and customizable Canva templates, it’s never been easier to create a workspace that’s both functional and visually stunning.


say hello to your next best investment

Stay Organised while offering a Crave-worthy Client Experience 🍸

Why stop at just one template when you can have it all? Our bundles offer a complete solution to keep your business running smoothly from every angle.


Why not explore our Bundles for a cheeky discount and the ultimate biz boost?

Manage your business tasks and take control of your social media strategy all in one organized, easy-to-use system.

Biz Dashboard & Social Media Planner Bundle

Supercharge your business operations while offering a first-class client experience. Everything you need to manage your day-to-day tasks and impress your clients with a streamlined process.


Biz Dashboard & Client Portal Bundle

The ultimate power move for your business with the biggest savigs. Get the Biz Dashboard, Client Portal, and Social Media Planner in one complete package to transform your workflow from the inside out.



The Ultimate Notion Business Bundle

Notion Client Portal Template

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