Client Portal & Project Tracker
£45.00Price
Looking to finally get your business organised and eliminate all the overwhelm? If so, this template is for you! The 'Notion Project Tracker & Client Portal' template is designed to help you manage client projects with ease. It stores project information, provides a way to communicate with clients, and so much more!
- Project tracker for your business to organise and keep projects in one place
- Client Portal - onboard your client effortlessly and have a KILLER streamlined process
- Adjust project status, package and start dates
- Client Onboarding Tasks
- Area to add client tasks as the project progresses
- Project Overview (timeframe and when to expect deliverables)
- Client Dashboard
- How to use the client portal
- Upload Contracts & Invoices
- Discovery questionnaire
- Touchpoints Questionnaire
- Project FAQ’s
- Upload project presentations
- Feedback Pages
- Offboard page to offboard your client with ease
- Upload brand/logo files
- Area for clients to leave a review
- Easy to customise & navigate
- Text provided (NO Lorem Ipsum)