This customisable template includes more than what you need when it comes to organising client projects, from on-boarding to off-boarding and everything in between. There is a section for every project phase, which makes keeping track of your process super easy! This template has been designed with brand + web designers in mind but a non-designer version is also included, making it perfect for anyone that offers 1:1 services.
After purchasing, you will immediately receive a PDF download that includes links to all final files, as well as all the video tutorials.
By purchasing, you agree to the terms of use and that you are not going to share, re-sell, or pass this template off as your own. Aka, please don't steal our stuff.
This template is a collab with Sian Richardson, aka @goodasgoldstudio!
Needing multiple different apps just to manage one project
Losing important information in messy emails threads with clients
Getting overwhelmed with large client projects
Endless revisions and clients not providing constructive feedback
Project management systems you just don’t vibe with (Dubsado, Trello, Asana, etc)
Being confused with Notion and how to use it
Having everything you need in ONE app to manage projects
An efficient client communication system
Giving your clients a collaborative and interactive experience
In-depth feedback forms to guide your clients through any revisions
Always being on the same page with your client
Tutorials to help you understand Notion and use this template
Having everything you need in ONE app to manage projects
An efficient client communication system
Giving your clients a collaborative and interactive experience
In-depth feedback forms to guide your clients through any revisions
Always being on the same page with your client
Tutorials to help you understand Notion and use this template
Needing multiple different apps just to manage one project
Losing important information in messy emails threads with clients
Getting overwhelmed with large client projects
Endless revisions and clients not providing constructive feedback
Project management systems you just don’t vibe with (Dubsado, Trello, Asana, etc)
Being confused with Notion and how to use it
Click through to see all the different views that you can choose from!
YES. The main reason I started learning how to use Notion is because I needed a project management system that ticked all the boxes.
I have tried pretty much all of the other options you can think of but none of them worked for me personally. I love how customisable Notion is compared to the others and it’s a lot more fun to use for both you and the client too!
One of my favourite things about Notion is that it’s so affordable! There is a totally FREE version that you can use and theres also a paid version if you want more of the features available to you. The main difference with the paid version is that you can upload more than 5mb at a time and invite more than 5 guests (aka clients).
The paid version is $4 a month, but (hot tip) if you go to your setting in Notion then “earn credit” you can get $26 in credit to use for the subscription by completing some easy tasks!
Yep! I have created an in-depth feedback form for both brand identity AND website design that are all ready to go, these can totally be customised/edited to suit the project you’re working on as well.
They can also be duplicated anywhere else you may want to use them throughout the project
You can use your own brand fonts on any of the custom headings that are included in this template (or anywhere else that an image is uploaded).
In terms of actually changing the fonts within Notion, you can only choose from three different font options, sans-serif, serif, or mono. The custom headings are what really make the template stand out though!
Not at all! It won’t take much time to fully customise the template, all of the custom elements are neatly organised in XD/Canva files for you to easily go in and add your own brand colours and fonts! I would say this wouldn’t take longer than 20-30 minutes to fully customise.
If you really don’t like the idea of customising the headings at all, you can just leave them how they are OR use the “no custom headings” template that you also have access to. This version uses the Notion fonts as headings instead so you can edit the text within Notion if you prefer!
I think part of the struggle with Notion is starting from absolute scratch, so hopefully we’re able to change that experience with this template!
This template also includes 3 different tutorials to help you get fully set up!
1 — A basic Notion tutorial, showing you all of
the essentials + shortcuts.
2 — How to use the client portal template.
3 — How to customise your template.
If you need help with anything in Notion, you can always shoot me an email and I’d be more than happy to help out!
Nope! If you work with a team, you will only need to purchase this template once. But this can only be used within that agency/team.
For example, if someone in the team ends up leaving or has their own thing on the side, they will need to purchase this on their own.
This template is for anyone that offers 1 on 1 services or has a collaborative process — especially if you’re feeling the struggle of finding a way to manage your projects. This template keeps all the content and communication tidy, clean, and easy to access for both you and your clients.
There’s two versions of the main template for you to choose from, one for designers, and one for non-designers. Then there is also a design day/intensive template for smaller projects.
All of these are included when you purchase!
You will get sent a link to the main project dashboard, you will then need to duplicate the template so that you have full access to it.
This is super easy to do and once it’s duplicated it’ll add it straight your your Notion account! Because this is quite a large template, it might take a couple of minutes to duplicate the entire thing but just be patient.
No. Please do not send the template to anyone else or resell it AT ALL, in any way.
I have spent an insane amount of hours perfecting this template and I’m super excited to be sharing it with you, but I would appreciate it if you didn’t share it with anyone that hasn’t paid for it.