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I will build notion client portal for agencies with onboarding project workflow system
Notion Specialist, CRM, Dashboards and Client Portals
Hi, I'm Martina, a Notion workspace designer with 2+ years of experience creating custom Notion dashboards, CRM systems, client portals, and productivity templates. I help businesses, agencies, creato...
About this Gig
Are your client details, onboarding steps, project updates and files scattered across different tools?
I will build a clean Notion client portal for agencies that brings your onboarding, projects, tasks, resources and client information into one organized workspace.
WHY CHOOSE ME?
- Agency-focused workspace structure
- Organized client onboarding
- Clear project and task tracking
- Easy client navigation
- Reusable database structure
- Clean and practical dashboard
- Smooth client handoff
- Unlimited Revision
I SPECIALIZE IN:
- Agency client portals
- Client onboarding systems
- Project and task trackers
- Client dashboards
- Client management workspaces
- Project workflow systems
- Resource and SOP sections
- Notion workspace organization
- Reusable templates and databases
Whether you need a new portal or want to improve an existing workspace, I will structure it around your agency's workflow and client journey.
Please provide your agency workflow, onboarding steps, required sections, branding details and any existing workspace or reference.
Kindly message me before ordering so I can confirm the right package for your agency.
Software:
Notion
Other Software Management Services I Offer
FAQ
What is included in the client portal?
Depending on your package, it can include onboarding, projects, tasks, resources and dashboards.
Is this suitable for agencies?
Yes. The workspace is structured around agency client delivery and onboarding workflows.
Can you build a portal from scratch?
Yes. I can create a new workspace based on your agency process and requirements.
Can you improve my existing workspace?
Yes. I can reorganize and improve an existing setup within the selected package scope.
Can each client have their own portal?
Yes. I can structure reusable client pages or portal sections for your workflow.
Can you include project tracking?
Yes. Standard and Premium can include project, task and status tracking.
Do you provide automation and integrations?
Basic workflow structure is included; advanced integrations or automation require a separate scope.
