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Notion Client Management Template (+ Integrated Client Portal and Time Tracker) 

Chloë Forbes-Kindlen
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ACCESS CLIENT MANAGEMENT TEMPLATE
chloeforbesk.com/clients/
RELATED RU-vid LIVE
I recently went live to show a more detailed inside look at this template
ru-vid.comCLI9BpIj9SQ
I hope this is valuable to you. If you have any questions or just want to chat. Leave a comment and I'll meet you there. :)
#notion #notiontemplate #notiontutorial
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About Me:
Hi, I’m Chloë. I provide digital systems, strategies, and support to online creators and freelancers so they can execute their mission, with ease. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. My specialties include Squarespace and Notion.
Learn more at chloeforbesk.com
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Date: 21st July 2023
Sub Count: 3,532

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20 июл 2023

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Комментарии : 19   
@jodraper
@jodraper Год назад
I love my client management dashboard. I had spent time and money on others but was still overwhelmed. Your template makes it so simple. Thank you ❤
@chloeforbesk
@chloeforbesk Год назад
Thank you so much for taking the time to share that, Jo! I'm so glad you're enjoying it and that you find it simple to use. That's exactly what I was aiming for. ❤
@mirilovelylife
@mirilovelylife Год назад
i love everything you bring to life by Notion. So useful. Definitely purchase your products soon ❤
@chloeforbesk
@chloeforbesk Год назад
Thank you so much, Tran! ❤
@r.designs
@r.designs Год назад
Yay I’m early!! Love your videos!! 🎉I recently switched over everything from HoneyBook to Notion & your tutorials have helped me so much in setting up my own processes for my website clients!
@chloeforbesk
@chloeforbesk Год назад
Ranessa!!! Your comment made me smile so much. I'm so glad they help. If you have any questions or requests that might make that transition easier for you, let me know. I'm here to help where I can. ♥
@MarcusBoswell
@MarcusBoswell 7 месяцев назад
As usual, this is mind-blowingly cool Chloe! I need to get my head around this stuff - and Quickly!!! You're amazing!
@chloeforbesk
@chloeforbesk 6 месяцев назад
Marcus! I found your comment. Thank you so much. I really appreciate you :)
@debbiesaviano
@debbiesaviano Год назад
Today Chris Brogan gives you a shout out and so I’m here Chloe. 🤗 look forward to following.
@chloeforbesk
@chloeforbesk Год назад
Chris is so wonderful. It made my day. Seeing your lovely face and comment is a cherry on top. You're such a light, Debbie. I'm glad you're here. ❤
@jettevalasote2987
@jettevalasote2987 8 месяцев назад
I am interested in acquiring this product and would like to be guided how to set it up for my business as a life insurance agent . The Client portal is perfect for my needs! thank you
@hadjadiaby9879
@hadjadiaby9879 11 месяцев назад
Great video 🔥. I'm curious about how you handle the backend. Is it duplicated or filtered for each customer?
@chloeforbesk
@chloeforbesk 11 месяцев назад
Thank you. :) Good question! The dashboard is set up so you can manage your projects and action tasks in that space. When it comes time to update the client portal, you can then go into the project and do it from there. Does that answer your question?
@alluring_graphics
@alluring_graphics 9 месяцев назад
Hello, I love your client management system. I have tailored it to my needs but how do I take this new more customized version and place it as a template without losing the connections. I have a few new clients coming on board and it took an extremely long time to get everything to work the way I needed to so to have to remake it multiple times for every customer is not ideal. Please help.
@chloeforbesk
@chloeforbesk 9 месяцев назад
Hi @alluring_graphics, would you be able to send me an email (chloe@chloeforbesk.com) with a short loom video or screenshots so I can see exactly what you mean? It’ll help me give a clear and accurate answer ❤️
@alluring_graphics
@alluring_graphics 9 месяцев назад
No problem happy too.
@alluring_graphics
@alluring_graphics 9 месяцев назад
Done@@chloeforbesk
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