notion client
portal template

An ALL-IN-ONE project management system to help you manage client projects in the most efficient and fun way possible! 

$179.00 NZD

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!

kiss goodbye to..

& say hello to..

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

notion is the newest game-changer to the world of life & business organisation, and this template is about to make your life a million times easier when it comes to project management!

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

the project dashboard

this is the project dashboard which hold all of your client portals in, this is not seen by your clients

Click through to see all the different views that you can choose from!

not to be dramatic or anything but this template will actually change your life

This template is a collab with Sian Richardson, aka, @goodasgoldstudio!

I started creating this client portal template over a year ago, and since then, Sian and I have been using it with 1:1 clients over at Good as Gold for a solid few months. We’ve put it to the test and refined it over that time, into something we reckon is super clean, and truly helps projects run so much smoother!

here's what you'll get—

A plain client portal & project dashboard

This template is an entire project management system, ready for you to make it yours. You will receive a plain version of the template in black and white, ready to customise! This is set up within a project dashboard to help you organise and keep track of all your projects.

A version for design days/intensives

This version is a lot more simplified, with a main focus on fast and easy client communication for smaller projects with shorter timelines.

A version for designers & non-designers

The designer version has been created with brand & website designers in mind but can be totally customised for any design project! And the non-designer version is perfect for anyone that offers 1:1 services (photographers, coaches, developers, copywriters, content creators, virtual assistants, etc.)

2 branded template examples

A preview of the both mine (Jade) and Sian's customised versions of the template to show you how we made them our own!

Customisable headings & vector icons

A ton of vector brush strokes for headings, including a completely custom retro font made by me (Jade), & handwritten headings by Sian. As well as a large variety of custom icons for you to customise with your own branding, organised in both Adobe XD and Canva templates.

3 video tutorials

01 — How to use Notion (if you’re a total newbie)
02 — How to use the Client Portal Template
03 — How to customise the Client Portal Template

A checklist for the template

A checklist of the things you need to customise BEFORE you start using the template with your clients (so you don’t miss anything)

a peak into some of the pages—

An in-built welcome kit, all on-boarding pages (contract, invoices, brand assets, questionnaire), an integrated communication system, a page for each phase of your project, 6x useful resource pages, timeline/calendar, project tasks & deadlines, all off-boarding pages, and LOTS more!

notion client
portal template

$179.00 NZD

Imagine trying to design a new project management system, from nothing, with no experience..

you wouldn't know where to start right?

Using Notion and starting from scratch is kinda similar because a new page on Notion is literally a blank slate, it can be hard to create a workflow that is clean, easy to navigate, and keeps things organised.

But, that’s where this plug-and-play template comes in!

You can use the template as is, if it’s exactly what you want, OR you can move things around, change pages and headings, as you please. The options for customisation are (almost) endless, and having a template to start from will make your life a whole lot easier!

from this

to this

Using Notion and starting from scratch is kinda similar because a new page on Notion is literally a blank slate, it can be hard to create a workflow that is clean, easy to navigate, and keeps things organised.

Jade's customised template version

sian's customised template version

the plain template version

This is the version that you'll receive, everything is in black and white & ready to be customised by you!

here's a look at how the template can be customised

what makes this template different?

Along with the customisable elements, I put it in a TON of time really streamlining the entire template to be use-friendly, efficient and super clean!

10x large custom illustrations

50+ small icons & elements

+ a custom font made by me!

this cool retro font

18x brush stroke headings

the designer version

Designed to streamline the process for designers who are working 1 on 1 with clients in any capacity.

The main template is created with branding/website projects in mind, but you can very easily customise it as you need to, for whatever project you’re working on. Also included is a version for design days/intensives as well, so you should have no problem making it work for you

the non-designer version

Made for anyone who’s not specifically a graphic designer, but still works with 1 on 1 clients. This version is more universal, and has been designed to easily add your own process. Perfect for virtual assistants, photographers, copywriters, coaches, social media managers, etc.

Basically, if you work 1 on 1 with clients in any capacity, this template would be great for you

both of these are included when you purchase

who is this for?

This template is for anyone that offers 1:1 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 & communication tidy, clean, and easy to access for both you and your clients.

so, you in?

some things to know—

  • This is compatible with the free and paid version of Notion and is mobile friendly.

  • The custom elements can be edited to work with the dark mode in Notion.

  • Due to the digital nature of this template, all sales are final and no refunds will be given
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.

notion client
portal template

$179.00 NZD

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!

How will I receive the template? It is easy to install?

Can I send the template to my friend to use as well?

Could this template replace other client management apps like Dubsado, Honeybook, Trello, etc?

Do I have to pay for Notion?

Does it include a space for clients to leave feedback for each phase of the project?

Can I use my brand font/s on the template?

Do I have to do much work to customise it?

I’ve tried Notion before but can’t get the hang of it..

I work in an agency/team, can we use this together or do we have to purchase more than one?

I’m not a graphic designer, can I still use this?

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!

How will I receive the template? It is easy to install?

Can I send the template to my friend to use as well?

Could this template replace other client management apps like Dubsado, Honeybook, Trello, etc?

Do I have to pay for Notion?

Does it include a space for clients to leave feedback for each phase of the project?

Can I use my brand font/s on the template?

Do I have to do much work to customise it?

I’ve tried Notion before but can’t get the hang of it..

I work in an agency/team, can we use this together or do we have to purchase more than one?

I’m not a graphic designer, can I still use this?

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!

How will I receive the template? It is easy to install?

Can I send the template to my friend to use as well?

Could this template replace other client management apps like Dubsado, Honeybook, Trello, etc?

Do I have to pay for Notion?

Does it include a space for clients to leave feedback for each phase of the project?

Can I use my brand font/s on the template?

Do I have to do much work to customise it?

I’ve tried Notion before but can’t get the hang of it..

I work in an agency/team, can we use this together or do we have to purchase more than one?

I’m not a graphic designer, can I still use this?

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!

How will I receive the template? It is easy to install?

Can I send the template to my friend to use as well?

Could this template replace other client management apps like Dubsado, Honeybook, Trello, etc?

Do I have to pay for Notion?

Does it include a space for clients to leave feedback for each phase of the project?

Can I use my brand font/s on the template?

Do I have to do much work to customise it?

I’ve tried Notion before but can’t get the hang of it..

I work in an agency/team, can we use this together or do we have to purchase more than one?

I’m not a graphic designer, can I still use this?

FAQ's