Notion Client Portal

Impress your clients with this Notion x Softr Client Portal

Organise all of your client projects inside of Notion and then share any tasks, deliverables or resources to a secure client portal, hosted with Softr.

This client portal can help you to:

→ Organise your client projects so everything is where you need it, when you need it.

→ Cut down the time you spend going back and forth with clients over email.

→ Create a seamless client experience that gets rave reviews.

How it works?

After purchase, you'll receive a link to duplicate the Notion template into your workspace.

Inside the template, there is a step-by-step video showing you how to setup Softr to integrate with the Notion template.

Please note: this purchase includes the Notion template only. You will have to setup Softr, following the detailed instructions provided, yourself (setup time around 30 minutes.)

What's included

• Clients Page
• Tasks, Deliverables & Notes
• "Client Feedback" Pages
• 2 x Video Instruction
• Message Support
• (BONUS) Time-Tracking
• (BONUS) Wiki

Who am I?

I'm Sam, certified Notion Solutions Partner and founder of Workflow Lab. Over the past 3 years, I’ve helped 60+ agencies systematise their businesses 1:1 and have sold 5,000+ Notion agency templates.

These are the exact systems I have created for paying clients and that I use to streamline and scale my own agency.

FAQs

Why Notion?

• Available on every platform
• Highly customisable to what works for you and your business.
• Powerful database features available and low or no cost.

Do I need to pay for Notion to use this?

You can set this up in the free Notion account! However, you may want to upgrade to the plus plan ($10/month) in the future if you are sharing pages with more than 10 clients at a time.

Why Softr?

• A secure way to share everything with your client.
• Highly customisable to what works for you and your business.
• Beautiful UI/UX design.

Do I need to pay for Softr to use this?

You can set this up in the Softr account! However, you may want to upgrade to the plus plan ($49/month) in the future if you are sharing pages with more than 10 clients at a time.

Still, have questions?

Please don't hesitate to email me at sam@workflowlab.co with any questions. I'll be more than happy to help!