Client Portal Template

Client Portal Template & Essential Resources

Who is this for?

This template is for those who are at the beginning of their freelance journey and facing challenges in dealing with clients, as well as those who want to improve their management process.

The Problem This Tool Solves for You:

When I started my freelance journey, I ran into a big roadblock. I felt completely lost in managing projects, creating and sending all documents and properly onboarding. So, I had to create this portal for myself.

By using this template, you will:

• have everything you need to get your freelance project

• feel confident starting and ending the project,
• get a secure and in-time payment from the client,
•  build more trust,
• impress your clients with a smooth onboarding experience through an organised page
• streamline your communications and reduce back and forth email,
•  increase your chances of getting clients.

What Will You Get?

You will get a client portal that you can duplicate and share with each of your clients. You can organise all files and documents in one place. Also, this template has a progress/tasks section to provide a simple status update so clients know the progress at any time.

With that, you will also get access to useful templates such as:

• Contract Template
• Invoice Template
• Proposal Template
• Discovery Call Questions

This saves you time and effort in creating these documents from scratch.

Also, this template will continuously improve and grow. You make a one-time purchase and receive updates for this template forever.

Pain & Cost:

Considering my experience, I wasted a lot of time creating and sending documents and learning how to manage projects.

But you don't have to!

This tool helps you to save your and your client's time. I have prepared all document templates, a perfect onboarding process and a seamless management tool. So there's no work left for you.

Frequently Asked Questions

• Can I use this with the free Notion account?
  Yes, you can use the free Notion personal account. You can sign up to Notion here.
• Can I customize the font, styling and icons in this template?
  Yes! Notion is the best tool for your use case because it is incredibly flexible.
• Is this light/dark mode supported?
  Yes! You can switch between light/dark mode without affecting your Notion workspace. Official guide by Notion here.
• How do I receive lifetime future updates?
  As I receive more feedback, there may be improvements and new contents added to this kit. You will be notified of all future updates via Gumroad emails; You can also access the latest template link in your Gumroad Library.
• How do I contact you?
  If you encounter any issues, email me at dyniza@uxdyniza.com