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This template brings together the Ultimate Freelancer Dashboard and the Client Portal. It's a user-friendly Notion template made for freelancers and service-based businesses. It's like an all-in-one hub where you can keep track of clients, projects, finances, marketing plans, and your monthly planner – everything in one place. This template saves you time so you don't have to start everything from scratch. Plus, you can invite clients to a special portal where you can share project updates. This portal acts like a central dashboard where you can share files and track projects together.
• The template comes with a dated planner for 2024. As these planners are already dated, they provide you with a more structured and consistent method of planning.
• It has five main pages that function as the hub for your business, which are project, marketing, productivity, business, and financial. You will find a summary for each page that gives an overview of your business, which will be automatically updated.
As part of your purchase, you will also receive these individual freelance business templates:
https://www.etsy.com/listing/1292092343/notion-template-client-portal-notion
https://www.etsy.com/listing/1441309934/notion-template-business-planner-2024
In case you had purchased "Ultimate Freelancer" and "Client Portal" separately and wish to upgrade to this "Two in One" version, please DM me for a special coupon code. It is only possible to get this special offer if you purchase those two separately before 28 August 2023.
IMPORTANT NOTES :
When sharing the client portal to the client in this integrated Two in One version, you can only share the portal in a “view-only” mode. It happens because Notion has a limitation when it comes to sharing databases. Please read this note before purchasing :
https://graceandgrow.notion.site/Notes-6188c0db656d4311a4f55763ac6f110b
NOT SURE YET?
Feel free to message me for the preview link!
🎁 FREEBIE!
With every purchase, you'll unlock an extra treat—a complimentary Travel Planner template.
https://bit.ly/49OhLug
WHO IS THIS FOR?
Designed for freelancers who want to manage their businesses and collaborate with clients at the same time.
ABOUT NOTION
Notion is an amazing tool designed to help you write, plan, & get organized in one place. Unlike paper planners, Notion template can be customized to match your specific needs. Notion is free for personal use. You can create your account at www.notion.so
HOW TO USE
• Upon purchase, you will receive a PDF containing a link to the template
• Open the link and duplicate the template into your own Notion account
• In addition, you will receive a Canva link so you can edit the graphic if necessary.
NOTES
• You can use this template from any device as long as you are logged into your Notion account. However, the templates are primarily designed for use on a desktop or laptop.
• The color of the template can be modified to suit your brand
• A basic understanding of Notion is highly recommended
• Each template is independent and not linked to another
• Due to the nature of the digital product, refunds are not available
COPYRIGHT
This template is provided strictly for personal use and may not be resold as is or in a modified form. Any unauthorized reproduction, distribution, or resale of this template, is expressly prohibited and may result in legal action.
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