Notion Client Onboarding Portal

13,500.00

A fully customizable Client Onboarding Portal built in Notion. Made for freelancers who want to streamline communication, set clear expectations, and give clients real time visibility into project progress. Organize everything from contracts and shared files to timelines and task updates in one transparent space.

Description

No more back-and-forth emails. No more “Hey, where are we on this?”

The Notion Client Onboarding Portal is your all-in-one command center for onboarding clients and giving them a clear window into your process, from kickoff to delivery.

Whether you’re managing design projects, content strategy, admin services, or branding gigs, this portal brings clarity, structure, and professionalism to the entire experience.

WHAT’S INSIDE THE PORTAL

🗂️ Main Home Page

  • A clean, branded dashboard your client lands on

  • Central navigation to all subpages

  • Toggle list of the project phases (aligned with your Project Brief timeline)

  • To-do lists under each phase so clients can track what’s done, in progress, or coming up

📁 Shared Files & Assets Page

  • Dedicated space to upload brand materials, briefs, inspiration, references

  • Clients can upload their own documents too, from logos to feedback forms

  • No more digging through email threads

📄 Invoice & Contract Page

  • Secure section to upload the official contract and invoice

  • Clients always know where to find it

📊 Project Progress Section

  • Visual status updates: Not Started / In Progress / Done

  • Keeps everyone on the same page

  • Minimizes micromanaging or confusion

🗓️ Calendar Overview

  • Timeline view of major deliverables

  • Helps clients understand when to expect drafts, revisions, and final files

  • Gives you breathing room because expectations are set in advance

🛠️ Fully Customizable in Notion

  • Add your brand colors and logo

  • Reuse for every new project (just duplicate and update)

  • Integrates seamlessly with your Project Brief Template for smooth setup

💡 Why You’ll Love It:
This isn’t just an onboarding tool. It’s a transparency system that builds trust, especially with high-ticket clients or complex, multi-phase projects.

By giving clients a live view into how work is progressing (without needing constant updates), you come across as both organized and professional.


And they come back. Because clarity gives confidence.

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