Notion Client Portal Template
The Ultimate Client Dashboard for Streamlined Service Delivery
Empower Your Business with a Notion Template That Keeps Clients Connected and Delivers Results
Actual Customer Review:
- Design Studio
Transform the Way You Manage Client Relationships
This simple, customizable template is designed to help service-based businesses like yours streamline operations, boost productivity, and keep clients engaged with your value. Say goodbye to scattered files and miscommunications—this is the tool your team and clients have been waiting for.
Feeling Overwhelmed with Client Management?
We get it—managing client relationships can be chaotic.
Endless files.
Juggling deliverables, contracts, and feedback across platforms is frustrating and time-consuming.
Miscommunication.
Missed emails and unclear instructions often lead to delays and unhappy clients.
Lack of clarity.
Without a central hub, keeping your team and clients on the same page is hard.
If this sounds familiar, you’re not alone. Every business faces these challenges—but they don’t have to hold you back.
Your Solution: The Notion Client Dashboard
This dashboard is more than a template—it’s a complete transformation in how you handle client work.
Keep Your Team and Clients on Track
Customize service delivery stages to align with your business workflows. Whether you’re managing five clients or fifty, this dashboard keeps everyone moving in the right direction.
Automated Work Categorization
Spend less time sorting tasks and more time delivering value. Automated task categorization keeps reports, updates, and assignments organized and accessible.
A Place for Everything
No more hunting for assets or deliverables. This dashboard integrates links to everything you and your clients need—contracts, upsells, assets, and more—so nothing falls through the cracks.
What You’ll Gain with This Dashboard
- Peace of Mind: Stay organized without the hassle.
- Time Savings: Focus on growing your business, not managing chaos.
- Stronger Relationships: Deliver a seamless, professional experience that keeps clients coming back.
What’s Included in Your Dashboard Template
- Fully Customizable Stages: Adjust service pipelines to fit your unique processes.
- Automated Task Management: Streamline categorization to reduce manual effort.
- Comprehensive Client Hub: Access all deliverables, contracts, and communication in one place.
- v: Ideal for businesses of all sizes—whether you’re a solo entrepreneur or a growing team.
Take Control of Client Management Today
Your business deserves tools that work as hard as you do. Start using the Notion Client Dashboard and watch how it transforms your workflow and client relationships.
Bonuses and Guarantees
- Bonus: A step-by-step guide to customizing the dashboard for your business.
- Service Contract Template
- Guarantee: Not satisfied? Enjoy a full refund within 30 days of purchase.
Your clients deserve a seamless experience. Your business deserves to thrive. Start now.
About the creator
Agencysupply.co is a builder of Notion templates owned and operated by me, Jason Stevens. I'm a creative director and web designer who has worked in high-growth tech companies for 10+ years.
I've been using Notion since 2018 and want to share templates I've created as the owner of my web design agency tempodigital.co
How does it work?
- Purchase
- Follow the Links to the Template
- Duplicate the Template
What will you need?
- A device to access Notion (e.g. Desktop, Laptop, Smartphone, Tablet)
- A Notion account (It’s free to sign up for a personal plan!)
- Basic understanding of how Notion works
Notes:
Notion Team Manager Template works with Notion only. It is compatible with Desktop, Laptop, Tablet, and Smartphones. Smartphone and Tablet layouts will appear differently than on desktop or laptop, however, the template's layout is the same.
This is a digital download only, no physical items included.
Client portal, Service Contract Template, Implementation Checklist