Client Notion Portal

A ready-to-use Notion Client Portal system for managing all your branding and design client projects in one place.

It’s the exact workflow I use for my high-ticket projects ($25k+), and includes my Strategy Questionnaire that is trusted by 305+ creatives.

It’s designed for small studios, solo-designers and creatives.

This is for you if:

• You want to raise your prices but don’t feel “premium” in your process yet

• You want to freelance but have no systems built yet and don’t know where to start

• You want to streamline your workflow and reduce admin time

• Every new client feels like starting from scratch

• You want to land better clients and charge more confidently

• You’ve been meaning to ‘organise your process’ for months

What it helps you achieve:

• Work like a premium studio ✅

• Make clients feel confident and taken care of ✅

• Reduce admin so you can actually design ✅

• Charge more (because your process feels worth it) ✅

• Onboard clients in a structured, repeatable way ✅

• Stop brain-dumping tasks into random notes/apps ✅

• Give clients a clean home base instead of email chaos ✅

What’s inside:

Core System

• Central dashboard for all client projects

• Customisable project template

• Project onboarding checklist

• Deliverables + payment milestones

• Client-facing task lists + timelines

• FAQs + resources

• Document storage for invoices and contracts

• Progress tracking, presentation uploads and feedback dashboard

• Offboarding, testimonial + final files section

• Testimonial + feedback guidance

Strategy & Comms

• Strategy Questionnaire Template (4 sections: Business, Audience, Competitors and Aesthetics with 36 total questions)

• Discovery Call Script Template

• Email template frameworks from initial client enquiry to onboarding

• Feedback + testimonial writing prompts for clients

Customisation & Branding

• Banner Image Templates (Adobe Express & Canva)

• Customisable layouts, fonts, colours and imagery to make it feel yours

Tutorials

• 10-min walkthrough tutorial video

• Setup checklist

Real Client Reviews (from £20k+ projects):

How it works:

• Immediate access via Notion Link through a pdf download.

• Duplicate into your Notion account, follow the setup checklist, watch the walkthrough video tutorial, and customise it to your workflow and branding

Important notes:

• This template is built inside Notion (its not standalone software)

• Works on a Free Notion plan with file uploads up to 5MB, and 10 client guests

• Notion Plus is recommended for:→ unlimited file uploads & storage→ up to 100 client guests

• Clients can access and use the portal for free

• Clients only see the content inside their specific project page. Anything outside of that remains private to you.

• Fully customisable: logos, colours, fonts, images, copy, workflows and services

• While the portal is made with brand designers in mind, the structure works for other creative industries such as web design, illustration, architecture, social media and other creative industries

• This portal works best for one-off or fixed-scope projects, rather than ongoing retainer-style work

• Optimised for desktop, but also compatible with mobile

Refunds & Usage:

• For personal business use only (cannot redistribute or resell as a template)

• Because these are a digital products there are no refunds, returns or exchanges. All sales are final.