Notion Client Portal Template: Social Media Management (Digital Download)

Want to take your client experience to the next level? Then this Notion template is just what you need.

Bursting with information this template is a complete client portal system to share with your client and keep all their information and document in one place.

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.

Keep everything organised and looking professional for a great client experience.

So what's inside the portal?

The portal includes sections for:

CLIENT DETAILS
CONTRACT (contract not included)
ONBOARDING INFORMATION
INVOICING & PAYMENTS
CLIENT QUESTIONNAIRE - including questions
CLIENT CHECKLIST - for starting a new project
VISUAL BRANDING INFO - including questions
MOODBOARD
AUDIT - including questions
STRATEGY
RESULTS - including sections to link Google spreadsheets to
PROJECT OVERVIEW
CONTENT CALENDAR
RESOURCES - FAQs and Reading List
OFFBOARDING - including fillable sections
CLIENT TO-DO LIST - including checklist
NOTES & FEEDBACK
HASHTAG KEEPER
CONTENT IDEA/CALENDAR SECTION


Use alongside the Social Media Manager Template Bundle to create a professional, organised client experience.

https://www.etsy.com/listing/909503694/social-media-manager-template-bundle?ref=shop_home_feat_1&bes=1

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Does this portal include contracts, strategy, audit documents etc?

No this product this does not contain any separate social media documents or contracts. It is management system template with prompts for you to add in your own information. I do include questionnaires and forms that I have used on clients to start you off which you can amend to fit each client.

If you need help with client documents have a look at other templates within my shop. These are all designed to work alongside this portal.

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Are the images used in the portal included?

No, these images have been sourced and created as banners in Canva Pro. I include the link to these banner templates so you can create the right size images for your own portals. If you have Canva Pro these images will not be watermarked.

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.


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Do I need a Notion account?

Yes, this template will only work with Notion. it has been designed in Notion.

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Not familiar with Notion?

Notion is an all-in-one workspace and productivity app. It is available on desktop and mobile and allows you to create infinite pages to share with teams or use personally. Personal accounts are free. Check it out here. www.notion.so

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So how do I use this template?

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. 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.

To share with a client simply choose the 'Share' option and add your clients email address.

Please note this is a digital product so no physical items will be shipped.

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POLICIES

This template remains the copyright of the Social Magpie Design Co, your purchase allows you lifetime use but you do not have permission to copy it with the intention to distribute or resell it to anyone else.

- For personal use only
- Not for any commercial use
- Can't be resold as is or altered on its own
- You may NOT share, resell or redistribute our products. Please read our policies carefully for more information on allowed uses.

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REFUNDS AND QUESTIONS

Please note I do not offer refunds for digital products. If you have any questions about the product and its suitability for what you require please send me a message, and I will be happy to answer your questions.

I am based in the UK (GM +0) so any messages you send may take me a few hours to respond. I always aim to reply as quickly as I can!

Thanks so much for looking at this listing.

© Social Magpie Design. All rights reserved