Client Portal

This client portal template is a centralized hub designed to simplify your project management and collaboration with clients. It offers an array of features that help to streamline and organize your work, including a project timeline, client responsibilities, FAQs, feedback, content page, and more. 

With everything you need in one place, this template provides a seamless experience for both you and your client without any confusion regarding deadlines, meetings, or next steps.

WHAT'S INSIDE THIS CLIENT PORTAL?

Project page
breakdown of the project by steps with estimated time and project timeline

Meeting page
embedded calendar for easy scheduling, availability, upcoming meetings & notes with a meeting link

Resource page
any resources needed for project completion & shared drive embed

Branding
client branding page with brand colors, logo & typography

Agreement & payments
a centralized page to track payments store project intake forms, proposals & contracts

Contact page
you contact info so your client can have quick access to all your info

Feedback
a feedback page for your client to leave a nice review and rate your work

FAQ page
any common questions your client may have will be easily answered with this page

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