Client portal  & project tracker

A simple, professional client portal + project tracker that gives your clients one clear place to see what’s happening, what needs reviewing, and what’s coming next.

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  • 02Payment

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Client portal & project tracker

This template also features a built-in Brand Hub, where you can capture (and align on) the mission, positioning, values, vision, purpose, customer personas, insights, and assumptions. Think of it as your client’s single source of truth.

£10
This template will help you:

 Better collaborate with clients whilst a project is on, all in one shared space. 

Add resources, notes, and actions for your client so they can stay fully involved throughout the project — while you look organised, strategic, and in control.

Document your projects, client notes, calls, insights and strategic considerations as you go, so nothing gets lost – even if you're juggling multiple projects!

Special Offer
Want more? Add the Brand Blueprint to your order – the essential starter pack for your brand

What's inside:

A high-level Notion strategy doc that helps you lay out the key elements of your brand strategy.

Guidance over how to define your brand foundations: its purpose, values, and identity, and more.

Define how you communicate, and how you will activate brand across key touch points.

Find helpful examples for 3 different brand categories throughout each step of the guide.

Add to cart£27.00
  • Total payment
  • 1xClient Portal and Project Tracker£10
    -+

All prices in GBP