Notion Project Tracker & Client Portal

All In One Client Dashboard for Service-Based Business Owners

Business HQ Project management system & tracker for your business to organise 
and keep projects in one place

Client portal with sections for onboarding documents, a foolproof strategy questionnaire and feedback, as well as packaging databases and invoicing sections, you and your client will have total clarity going into any project.

WHAT’S INCLUDED?

The Portal allows you to see your clients at a glance to see the status, start date, completion date, budget, invoices and more
Pre-written useful resource guides including file formats, FAQ and how to best provide feedback
Project timeline database for each stage of the project (discovery, brand identity, web design) that is entirely customisable for each project
Brand strategy onboarding questionnaire and questionnaires for each project stage to ensure you have exactly what you need to get designing
An advanced packaging database to collect information such as website copy, images of the product and more
Feedback forms for each project stage

BONUS

• Figma template to create custom cover images and icons
• Canva template to create custom cover images

*Compatible with the accessible version of Notion
*click on the download link and duplicate the template

*Because this is a digital product there are NO REFUNDS OR EXCHANGES and all sales are final.

Any questions?

Something else? Chat with our friendly team via contact@designely.co