Client Onboarding Dashboard — Notion Setup
$200.00
Onboard clients like a pro. No more scattered emails.
I'll build you a complete Notion client onboarding system that tracks every step from signup to delivery.
What You Get:
- Custom Notion dashboard — Client intake forms, project tracker, deliverables checklist, and communication log
- Automated status updates — Connected to Make.com so clients see real-time progress
- Client portal view — Shareable link your clients can access (read-only)
- Template library — Pre-built pages for common deliverables (audits, reports, proposals)
- 10-minute training video — How to customize and use your new system
- 30-day support — Questions? I'm here
Perfect For:
- Consultants managing multiple client projects
- Agencies tired of email chaos
- Service providers who want to look more professional
- Anyone who needs a client command center
Delivered in 48 hours. You provide: Notion account (free tier works) and your typical client workflow.
This is the exact dashboard I use to manage TrulyWorks client projects.