Notion Template for Business - Client Management Template: Pastel Purple
Take charge of your client management with the ultimate Notion template crafted for efficient 1:1 client onboarding and ongoing relationship management for service providers who work with their clients on an ongoing basis. This Notion Template is designed for Service-Based Businesses and is the must-have project management tool you've been seeking, tailored to optimize your client onboarding, impress your clients, and streamline your processes.
This is a pre-built Notion template designed to enhance your client management. You can start using it right away with all of your ongoing clients, with the intention of each of your clients having their own designated Client Management template you can share with them to guide them through a seamless onboarding and to collaborate on.
With this 1:1 client management template to use in Notion, includes customizable pages that include: Overview, Welcome Page, Brand Kit, Intake Form, Terms and Proposal, Task Manager, Resources, Meetings, Payments & 3 Month Feedback.
This done for you customizable 1:1 client management template for Notion is perfect for service providers offering ongoing services to clients such as Virtual Assistants, Online Business Managers, Copywriters, Social Media Managers, and more. It allows you to efficiently manage ongoing client relationships, providing easy access to critical information, clear communication, and organized project details.
This Notion Template colour theme is pastel purple.
FAQs:
> A basic understanding of Notion is required to effectively use this template.
> Installation takes less than 5 minutes, and further customization is entirely up to you.
> Please note that we do not offer refunds due to the digital nature of this product.
>By making a purchase, you agree to be added to my email list, but you can unsubscribe at any time.
> If you don't have a Notion account yet, you can sign up here: https://affiliate.notion.so/h26vd1btgeu4
> Purchasing implies that you have read the listing thoroughly and have reviewed the graphic to gain a clear understanding of what is included. If you are unclear about what is included or the extent of any features, before purchasing, please message me if purchasing on Etsy or by email at hello@misssamanthaelizabeth.com. I will get back to you between M-F 9:00am-5:00pm.
Optimize your client management process effortlessly with this Notion Template for Business - Client Management Template.