Notion Client Portal Page

Business

Create detailed client portal pages to store and share essential information such as KPIs, tasks, goals, and performance reviews.

Harrison Wallace

Overview

A Page To Track Client Relationships, Performance & Info

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

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