Using Notion as a client portal | Free template | Notion CRM

A Notion Client Portal Page To Track Client Relationships, Performance, Info & More
✅ Client Portal: https://harrisonwallace1999.gumroad.c...
Use Code YT40 for 40% OFF the complete AGENCY OS setup.
✅ DOWNLOAD HERE: https://harrisonwallace.co/notion-for...
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What's included?

📁 Store Info:
Add useful client brand guidelines, market overviews, USPs & more

📞 Manage Contacts:
Keep track of client contacts and stakeholders

📈 Performance Reviews:
Add performance reviews with actionable steps

🎯 Targets/KPIs:
Add budgets, KPIs and targets

📆 Timelines:
Add projects and be able to manage timelines

🔗 LINKS:
https://harrisonwallace.co/
  / harrisonw.99  
  / harisn99  
Gumroad Store: https://harrisonwallace1999.gumroad.c...

Client Management Made Easy

📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, files, links, stakeholders & relationships to deliver exceptional service.


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