Organize Your Freelance Business and Client Portal? | Powerful All-in-One Notion Template Tour
🌟 Download our template right below!
Ultimate Freelance Dashboard: https://theorganizednotebook.com/prod...
Project Client Portal: https://theorganizednotebook.com/prod...
The Project Client Portal is part of our Ultimate Freelance Dashboard product. We separated it so you can find it easier if this is what you're looking for. If you already purchased the Ultimate Freelance Dashboard, there's no need to buy this product!
🔍 Looking for an ultimate workspace to manage your clients and freelance projects?
Being a freelancer can be tough because you have to manage all the day-to-day aspects of your business yourself. Notion is one of the best all-in-one tools for handling clients, projects, documents, business plans, and more. In this video, we'll give you a tour of our Ultimate Freelance Dashboard and Client Portal Notion template.
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💻 Learn more in our blog article: https://theorganizednotebook.com/blog...
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⏱️ Time Stamps
0:00 Intro
0:23 Template Overview
1:15 Main Dashboard
2:26 Client & Contacts
4:30 Add a New Client Portal
5:13 Manage Projects
7:00 Record Notes
7:37 Manage Tasks
8:22 Meeting & Events in Calendar
9:06 Basic Finances & Invoices
11:35 Business Planning & Documents
13:32 Marketing Planning
14:57 Resources
15:43 Client Portal - Front Page
17:31 Client Portal - Project Overview
18:02 Client Portal - Tasks & Message Board
18:44 Client Portal - Payments & Contracts
19:32 Client Portal - Resources, Questionnaire & FAQ
20:44 Share the portal with your Client
21:08 Edit the Client Portal Template
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