To share with a client simply choose the 'Share' option and add your clients email address. To use for multiple clients I suggest updating the template with all your details that will stay the same - questions, onboarding info, feedback, etc and then create a duplicate of this template for each new client. Simply download the PDF you receive from Etsy upon payment and, click on the link and then 'DUPLICATE' the template to open in your Notion account. It is available on desktop and mobile and allows you to create infinite pages to share with teams or use personally. Notion is an all-in-one workspace and productivity app. Yes, this template will only work with Notion. To use, simply open the link and make a copy of the template, you can then drag your own images that have been uploaded on to Canva or stock ones on Canva. If you have Canva Pro these images will not be watermarked. I include the link to these banner templates so you can create the right size images for your own portals. No, these images have been sourced and created as banners in Canva Pro. You have the choice of uploading files you may already use for your client management (onboarding and exit documents) or adding them in directly to the portal.Īre the images used in the portal included? The portal includes example questionnaires, feedback forms that I have used on clients as well as documents on providing feedback and different types of files (PDF, JPG, TIFF, ESP) to start you off. It is a management system template with prompts for you to add in your own information. No, this product does not contain a design contract. RESOURCES - FAQs, Providing Feedback doc, File Types document, Writing website copyĭoes this portal include a design contract? PINTEREST MOODBOARD PAGE & TIPS ON WHAT TO PIN VISUAL BRANDING INFO - including questions ONBOARDING PAGE - add your own info or upload your own onboarding guideĬLIENT QUESTIONNAIRE - including questionsĬLIENT CHECKLIST - for starting a new brand or website project Keep everything organised and looking professional for a great client experience. Simply add in information, edit the questionnaires and checklists to fit your style, upload images, documents, web pages - whatever you want to share with your client. This template is a complete client portal system to share with your client and keep all their information and documents in one place. □️ NEWSLETTER - If you want to hear about my latest articles and interesting software development content, subscribe to my newsletter.Want to create a great client experience for your next design project? Then this Notion template is just what you need. I would like to know any suggestions on how to improve this template, and I'm even considering uploading it to GitHub so I can transform it into a collaborative commonplace repository. I did my best to remove any copyrighted or personal content but, if you find any, please let me know so I can delete it. It has become an extension of my brain, and I rely on it every time I have a question or doubt. I found it very useful in my journey of becoming a Web Developer, and I still use it almost every day. Please, feel free to create a copy of this template and adapt it to your own needs. The best YouTube channels I could find.Useful blogs, podcasts and newsletters. Information and links about APIs, tools, libraries, web development resources, etc.Mindset (to stay strong in the web development journey).Information about CSS, HTML, JavaScript, ReactJS, Ruby on Rails, SQL, and more!.Over 270 HTML and CSS related questions to practice your knowledge in a spaced repetition manner. In this template, you will find over 440 pages containing: □ You can download the template by clicking here. So, after spending quite some time removing personal information from it, and polishing it a bit, I would like to share with you a template you can use to create your own commonplace book. In one of my last posts, Using Notion to organise programming topics, a lot of people asked me to share the Notion template I was using to build my commonplace book about Web Development. I guess Santa came a bit early this Christmas! □
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