Client Portal & Project Tracker
Tired of juggling endless emails, scattered notes, and clunky spreadsheets? It’s time to streamline your workflow and eliminate the overwhelm with the Notion Project Tracker & Client Portal.
This all-in-one template is designed specifically for freelance designers like you, giving you a simple yet powerful system to manage every aspect of your client projects. With a sleek, customisable dashboard, you'll be able to:
Organise all project details in one place—no more hunting for files or trying to remember deadlines.
Communicate seamlessly with your clients through an easy-to-access client portal that keeps everything transparent and stress-free.
Track your progress effortlessly with built-in project timelines, task lists, and status updates.
Whether you’re working with one client or ten, this template will help you stay on top of everything with ease, freeing up your time to focus on what you do best—designing.
Stop letting disorganisation hold you back. Grab the Notion Project Tracker & Client Portal today, and start running your freelance business like a pro.
- Project tracker for your business to organise and keep projects in one place
- Client Portal - onboard your client effortlessly and have a KILLER streamlined process
- Adjust project status, package and start dates
- Client Onboarding Tasks
- Area to add client tasks as the project progresses
- Project Overview (timeframe and when to expect deliverables)
- Contract & Invoice Templates
- Client Dashboard
- Upload Contracts & Invoices
- Discovery questionnaire
- Touchpoints Questionnaire
- Project FAQ’s
- Upload project presentations
- Feedback Pages
- Area for clients to leave a review
- Easy to customise & navigate
- Text provided (NO Lorem Ipsum)
- Video Walkthrough
Notion is completely free to use but I recommend getting the Plus plan for around $10 a month which gives you unlimited file uploads (perfect for uploading client files and project presentations).