The Client Experience Notion Portal

What it actually is

A ready-to-use Notion Client Portal system for managing all your branding and design client projects in one place. It’s the exact workflow I use for my high-ticket projects (£20k+), and includes my Strategy Questionnaire that has already sold 305+ times on its own.

It gives you a repeatable structure for every new client so you can stop reinventing the wheel, stop rushing onboarding, and start running projects smoothly, confidently, and professionally.

It’s designed for small studios, solo-designers and creatives.

This is for you if:

• You’re winging onboarding every time
• Projects feel chaotic and admin eats your time
• Clients rely on email threads that get lost
• You want to raise your prices but don’t feel “premium” in your process yet
• You want to freelance but have no systems built yet and don’t know where to start
• You want to streamline your workflow and reduce admin time
• Every new client feels like starting from scratch
• You want to land better clients and charge more confidently
• You’ve been meaning to ‘organise your process’ for months

What it helps you achieve:

• Work like a premium studio
• Make clients feel confident and taken care of
• Reduce admin so you can actually design
• Charge more (because your process feels worth it)
• Onboard clients in a structured, repeatable way
• Stop brain-dumping tasks into random notes/apps
• Give clients a clean home base instead of email chaos

What’s inside:

Core System

• Central dashboard for all client projects
• Customisable project template
• Project onboarding checklist
• Deliverables + payment milestones
• Client-facing task lists + timelines
• FAQs + resources
• Document storage for invoices and contracts
• Progress tracking, presentation uploads and feedback dashboard
• Offboarding, testimonial + final files section

Strategy & Comms

• Strategy Questionnaire Template (4 sections: Business, Audience, Competitors and Aesthetics with 36 total questions)
• Discovery Call Script Template
• Email template frameworks from initial client enquiry to onboarding
• Feedback + testimonial writing prompts for clients

Branding the Portal

• Banner Image Templates
• Customisable layouts, fonts, colours and imagery to make it feel yours

Tutorials

• Setup checklist
• 10-min walkthrough tutorial video

Real high-ticket (£20k+) client feedback:

→ “Using Notion with you felt clear, efficient, and incredibly well-structured. Your workflow made everything feel intentional and easy.”

→ “Working with Alice was seamless from day one. Every step of the process felt organized, thoughtful, and beautifully paced. The systems she used made it easy for us to stay involved without ever feeling overwhelmed.”

→ “Being on the client side of such a streamlined process was eye opening. More than once, we caught ourselves saying, “This is how we want our clients to feel.” It was inspiring”

How it works:

• Immediate access via Notion Link through a pdf download.
• Duplicate into your Notion account, follow the setup checklist, watch the walkthrough video tutorial, and customise it to your workflow and branding

Important notes:

• This template is built inside Notion (its not standalone software)
• Works on a Free Notion plan with file uploads up to 5MB, and 10 client guests
• Notion Plus is recommended for:→ unlimited file uploads & storage→ up to 100 client guests
• Clients can access and use the portal for free
• Clients only see the content inside their specific project page. Anything outside of that remains private to you.
• Fully customisable: logos, colours, fonts, images, copy, workflows and services
• Designed for solo designers, freelancers and small creative studios
• While the portal is made with brand designers in mind, the structure works for other creative industries such as web design, illustration, architecture, social media and other creative industries
• This portal works best for one-off or fixed-scope projects, rather than ongoing retainer-style work
• Optimised for desktop, but also compatible with mobile

Refunds & Usage:

• For personal business use only (cannot redistribute or resell as a template)
• Because these are a digital products there are no refunds, returns or exchanges. All sales are final.
• Questions? Email: alice@hodgestudio.co.uk