Startup Client Portal — Notion Template | Client Dashboard

Description

Give every client ONE clean, professional Notion portal to log into — and stop chasing status over email. The Startup Client Portal is a fully connected Notion system with 7 linked databases that runs your entire client relationship from a single shareable page.
WHAT’S INSIDE (7 linked databases):• Clients — account records with health, contract value, total invoiced/paid & outstanding balance (auto rollups)• Projects — scope, status, timeline, budget vs. actual & % complete from deliverables• Deliverables — every asset/milestone owed, with approval queue & client-visible toggle• Meeting Notes — decisions & action items tied to each client and project• Invoices — amount, paid, balance, due dates & automatic overdue flags• Shared Documents — a tidy client library (contracts, briefs, brand files, reports)• Requests (Intake) — a built-in form so clients submit new work; you triage with SLA flags
BUILT-IN AUTOMATION (you never write a formula):• Outstanding balance & account health per client• Project progress bars from approved deliverables• Budget-health, overdue & SLA follow-up flags• Client Portal Home dashboard + a separate internal Agency Control page
CLIENT-FACING & SAFE: A ‘Client Visible’ switch on every record controls exactly what each client sees. Share page-level as a guest — clients never see other clients’ data or your internal notes.
WHO IT’S FOR: Agencies, studios, freelancers, consultants and startups