Pre-Filled Notion Client Portal For Designers ✷ No Download Needed ✷ +BONUS Canva Cover Photos Template ✷

$25
0 ratings

Onboarding doesn't have to be boring or ugly...Transform your client experience, and revolutionize your project workflow with an aesthetic client portal that instantly WOWs.



TRUST ME, I'VE BEEN THERE...
THIS TEMPLATE IS FOR YOU IF YOU'RE FEELING:


⚠️ Scattered between CMS systems
⚠️ Embarrassed for communicating with your clients through endless email chains
⚠️ In need of a method for tracking both client AND designer project tasks
⚠️ Sick of reinventing the wheel over and over for each client
⚠️ Stuck on how to guide your clients through the process from signed contract all the way to leaving you a raving review
⚠️ Ready to save time and get back to doing what you love most in your biz



PRODUCT FEATURES INCLUDE:

🔹 1 public view PDF with setup instructions, links to the bonus Canva templates, and general troubleshooting for easy setup (NO DOWNLOAD NEEDED!)
🔹 13-page Notion Client Portal
🔹 Duel progress tracker for managing client & designer to-dos
🔹 Customizable widgets & buttons
🔹 Time-Saving, pre-filled sections (with the exception of your biz-specific details)
🔹 PAGES INCLUDED: Dashboard, Introduction, Contract & Scope, Inbox, Task Lists, Questionnaire, Password List, Mood Board, FAQ, Final Files & Resources, Leave A Review, Send A Referral, About
🔹 BONUS: 4 customizable Canva templates for all covers & photo elements



YOU WILL NEED:

🏁 Notion Account (Free OR Paid)
🏁 Optional: Canva Subscription (Free OR Paid)
🏁 Optional: WidgetBox Account (Free OR Paid)



HOW TO USE:

  1. Click "I Want This!" to purchase
  2. Instantly download the PDF to access the template link
  3. Follow the instructions on PDF page 2 "Getting Started" to import the template into your own Notion Account
  4. YOU'VE GOT IT! CUSTOMIZE AWAY AND WOW YOUR CLIENTS!

QUESTIONS?

FOR PRODUCT-SPECIFIC QUESTIONS EMAIL heymaedesign@gmail.com. PLEASE NOTE THAT QUESTIONS ON HOW TO USE THE NOTION PLATFORM WILL NOT BE RESPONDED TO. INSTEAD, REFER TO THE Notion Help Center.

I want this!

Boring Legal Stuff :(

Due to the instant and digital nature of this product we do not offer refunds.

When you purchase this product you agree to and accept the following terms:

🔹 This template cannot be resold and/or used to create other digital products. That is, you cannot slightly change the items purchased from HeyMae Digital & Design to re-sell – you must be able to create a new design incorporating a variety of design elements.

🔹 This template cannot be distributed and/or shared with others without proof of purchase. That is, you must not re-sell, share (eg. as opt-ins or freebies) or re-distribute any of the items purchased. When using items you’ve purchased from HeyMae Digital & Design in your design, your customers must not be able to extract those items for further use (eg. in templates).

🔹 This document is meant for general information and educational purposes and doesn't constitute legal advice in any way. It is a real life example of what HeyMae Digital & Design may personally send to clients, therefore it is specific to its business requirements.

🔹 This template offers a framework and design layout that can be used with your own specific proposal and contract information, please modify and update the text to suit your business requirements.

🔹 This template is a way to gain insight into a real life design project proposal example, but it is not legal advice. HeyMae Digital & Design is not responsible for any legal action that may ensue from using this framework example template.

🔹 By purchasing this template you acknowledge that this is just an example framework, and not legal advice. You also accept that HeyMae Digital & Design is not responsible for any legal action that may ensue from using this document and you should seek help from a qualified lawyer. Purchase at your own discretion, and please consult an appropriate legal representative, as every business is different and requires personalized and professional legal advice.

🔹 Furthermore, HeyMae Digital & Design will not be held accountable for any damages, losses, or reasons of action caused by the use of any of our materials or the provision of them.

Last updated Feb 14, 2024

Instantly receive access to the public view PDF with the template link, setup instructions, tutorial video, and more - NO DOWNLOAD NEEDED!

Access
Lifetime
Content
Pre-Filled
Customizable
Notion FREE
Canva FREE
WidgetBox FREE
Compatible
Desktop, Mobile, Tablet
Pages
Dashboard, Introduction, Contract & Scope, Inbox, Task Lists, Questionnaire, Password List, Mood Board, FAQ, Final Files & Resources, Leave A Review, Send A Referral, About
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$25

Pre-Filled Notion Client Portal For Designers ✷ No Download Needed ✷ +BONUS Canva Cover Photos Template ✷

0 ratings
I want this!