🎯 Client Portal OS

A premium $99 Notion template to streamline how you onboard, manage, and deliver client work — all in one place.

➊ What is this?

This is an all-in-one Client Portal template built inside Notion — designed specifically for freelancers, agencies, coaches, consultants, and service providers who want to wow their clients and stay organized.

It gives your clients a central place to:

• Access proposals, contracts, invoices
• Track project progress and revisions
• View final deliverables
• Communicate clearly with you
• Stay on top of timelines and tasks

And it gives you a frictionless, professional way to manage the full client lifecycle — with zero tech stress.

➋ Who is this for?

This template is made for anyone who delivers services to clients, including:

• 🧑‍💻 Freelancers & solo creatives
• 🧠 Coaches & consultants
• 🎨 Designers, developers & agencies
• 📸 Photographers & marketers
• 💼 Virtual assistants & strategists

Whether you're working 1-on-1 or with a team, this portal helps you keep everything aligned and polished.

➌ What’s Inside?

A beautifully organized Notion portal broken down into essential client-focused sections:

🔹 Quick Capture

A fast note-taking section for creative ideas, requests, or project updates.

🔹 Navigation Dashboard

Easily access key areas like:

• 📁 Proposal, Contract & Invoice
• 📂 Shared Files
• 📈 Progress Updates
• ✏️ Feedback & Revisions
• ✅ Final Deliverables
• 🧾 Client To-Do List & Onboarding Checklist
• 📅 Project Timeline
• 📬 Email Script Pack
• 🗂️ Pages Database for file management

🔹 Support Resources

• 📘 Guide Instructions
• ❓ FAQ to answer client questions before they ask

🔹 Status Board

Real-time overview of:

• 🚧 Overdue Invoices
• 📈 Progress Updates
• ⏳ Pending Revisions
• 📅 Upcoming Tasks
• ✅ Completed Projects

➍ Why Notion?

Notion is the ultimate flexible workspace — and your clients don’t need an account to view it.

✅ Intuitive & user-friendly
✅ Share securely with a link
✅ Customize with your brand in minutes
✅ Mobile & desktop friendly
✅ No learning curve for your clients

➎ Why this template?

Unlike basic templates, this one is built for real-world use — where client expectations, deadlines, and documents can get overwhelming.

💼 Professional structure = serious client trust
🧠 Built by someone who understands client chaos
📦 Everything organized in one clean workspace
⚡ Super easy to duplicate & reuse for every new client

➏ Bonus & Pricing

🎁 BONUS:
✔️ Lifetime updates
✔️ No-code required
✔️ Brand it as your own
✔️ Ready to use instantly

💵 One-time price: $99
No subscription. No BS. Just everything you need to manage your clients smarter.

🚀 Get started today.

→ Click “I want this” to grab your Client Portal OS and give your client experience a serious upgrade.