Client Portal | Notion

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How to use this template (delete this box when you're done)

Duplicate this page for each client.
Replace the [bracketed] text and the example rows in each database.
Publish it with Sotion to give your client a private link on your own domain, with a password or email sign-in. </aside>

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Welcome, [Client name]. This is your home for our work together: where the project stands, what we've delivered, what we discussed and what's next. Bookmark it; it's always up to date.

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Project at a glance

Start	Target launch	Current phase
[Date]	[Date]	[Discovery / Build / Review / Launch]

How we work together

Updates: we update this portal every [Friday]. Bigger changes get an email too.
Questions and requests: add them to Requests below. We reply within [one business day].
Meetings: [every other Tuesday, 30 minutes]. Notes and action items go into Meeting Notes.
Approvals: set a deliverable to Approved in Deliverables, or tell us in the review call.

Key contacts

Role	Name	Email
Project lead	[Name]	[email]
Day-to-day contact	[Name]	[email]
Billing	[Name]	[email]

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Share this portal privately. This page is a free client portal template from Sotion. Publish it on your own domain with Sotion and give each client a password or email sign-in, so only they see their portal. 14-day free trial, no card needed.

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