Notion Client Portal + Dashboard
The ultimate system for managing client projects
•3 reviews•238 followers
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238 followers
Launched on July 30th, 2023
Say goodbye to scattered information and disorganized chaos. With this expertly crafted Notion template, you'll experience a new level of organization that will your transform workflow. Manage projects, tasks, time tracking, and sprints all in one place.
Congratulations on your first PH launch, Ben!! Hope you'll do amazing ✨ Over that, this seems to be a useful template to manage all your client profiles... WELL DONE 👍
What a useful template and very well-built! It's definitely something that I will use regularly. Congratulations on the amazing launch, @optiopp_bentaylor
I wish I had this when I was a consultant, but as I start my solopreneur journey, I have the client side covered with Ben's template. 🔥 One of the things I really appreciate is that the template is clear and well organised so I can share it with clients to provide live updates and I don't have to spend tedious hours creating artefacts. Having the template designed around sprints is another great feature. Pretty much all clients I've worked with (in finance and tech) operate in sprints now so it's helpful to have that built in natively. The final feature I love is time tracking. Dedicated time tracking apps can be expensive, so having this included is amazing. I'd love to see the time tracking features expanded in the future: - Time & Materials contracts can sometimes involve multiple people with different billable rates - having that built in would open this up to teams of any size. - Outcome based contracts can sometimes see billability tracked across, for example, number of deliverables. Being able to track that too would add even more flexibility to this already comprehensive product.
