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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.
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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