Price : £
Rating : ⭐️⭐️⭐️⭐️⭐️ (4.8) by 22 Users
Scale your client-based business with Notion for Agencies, featuring a comprehensive CRM, project management, proposal templates, and OKR tracking, all backed by 2+ years of experience and used by 50+ businesses."4o
Notion Client Portal:
Template Description:
Checkout Notion for Agencies: The ULTIMATE all-in-one system for client-based businesses in Notion. Built to scale.
Road tested over 2+ years and by 50+ businesses:
The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client.
INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.
DISCLAIMER: Client portals are not 100% secure. If clients know how to search in Notion, they can find other client’s client portals. Only use client portals if you’re happy with clients being able to potentially find other clients information.
Comprehensive Training :
- 2 x Comprehensive Loom Videos.
- Example data and internal support.
About the Creator!
Hi, I'm Sam from Notion Upgrades. I’m a certified Notion consultant with 2+ years of experiencing serving 50+ clients to date.
I’m Top Rated on UpWork and Fiverr and have serviced agencies with workforces of over 80 employees.
I work full-time as a Notion Consultant which mean I spend all of my working hours thinking about, innovating and perfecting business systems in Notion.
We’re Prodify.
If you have any questions, feel free to email us at [email protected].
We would love to connect with you ❤️
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