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.
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.
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 walkthrough video will be provided to explain how the Notion template is set up.
> A basic Notion knowledge required to use this Notion template.
> Ideal for solo or small-team service providers in various service-based professions. Such as, System Implementors, Copywriter, Web Designer, Graphic Designer, Coaches, Dietitian and more.
> You can have this Notion template installed in under 5 minutes and then depending on your customization that is up to you.
> If you do not have a Noion account you can sign up here:https://affiliate.notion.so/h26vd1btgeu4
> These templates are built to be versatile to various businesses and offered at a low price point to help you save time and give you a starting point in your templates and printable to help you in your client onboarding and client management.
> Please refer to listing images and video for a glimpse of what to expect. If you are still unsure of what is included please reach out before purchasing to get clarity, as no refunds will be offered.
> These templates are built to be versatile to various businesses and offered at a low price point to help you save time building a Project Board structure that you can enter your own custom Tasks that are only relevant to you.
> If you want to purchase extra support to install this in your business, This will come at an extra fee. To discuss this further you can email me at hello@misssamanthaelizabeth.com
> No refunds will be offered due to the nature of this product.
> For personal use only and are not for any commercial use.
> Can't be resold as is or altered on its own.
> You can not share, resell, or redistribute any products sold on this shop.
> 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 [!at] misssamanthaelizabeth.com. I will get back to you between Mon-Thurs 9:00am-5:00pm.
> Purchasing implies you consent to be added to my email list which you can unsubscribe from at any time.
Optimize your client management process effortlessly with this Notion Template for Business - Client Management Template.