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Notion brand identity client portal dashboard on an iPad, showing project progress, overview, menu and weekly tasks, styled with coral and a gold shell on linen.
Notion client portal Creative Direction page on an iPad, showing brand messaging, core values and target audience sections beside a brass table lamp.
Notion client portal Book Your Discovery Call page on a laptop, showing call details and what to cover, on a walnut desk beside a glowing globe lamp.
Printed pages from a Notion brand identity client portal showing the Brand Discovery Questionnaire and colour palette, on a stone floor with a camera and coffee.
Notion client portal Final Deliverables page in a linen binder, showing a brand identity deliverables checklist with delivered and in progress statuses.
Woman viewing the Notion client portal Contracts & Payments page on a laptop, showing payments made, amount paid, next payment due and project documents.

Notion Brand Identity Client Portal

£149.00
Taxes included. Shipping calculated at checkout.

A considered home for every brand identity project.

The Notion Client Portal is a complete, ready-to-use workspace built specifically for brand identity designers and studios. It follows the full branding process, from brand discovery questionnaire and creative direction through to logo concepts, refinements and final file handover, giving your client one calm, beautifully organised space to follow their project, review your work and share feedback.

Behind the scenes, it does the heavy lifting for you. A live progress bar updates as you complete tasks, payment figures update the moment an invoice is paid, and each phase of a brand identity project (Discovery, Strategy, Design, Refinement and Handover) sits in its own tab on the dashboard. Clients can complete their brand questionnaire, book their discovery call and leave feedback on every presentation without leaving the portal.

Set it up once as your master copy, then duplicate it for each new branding client in minutes. Sample copy, FAQs and step-by-step instructions are included throughout, so you can make it your own without starting from a blank page.

Details

Live Client Dashboard: A welcome space with an action banner, project overview, phase-by-phase task tabs, a weekly to-do list and a progress bar that updates as you go.

Automatic Payment Tracking: Mark an invoice as paid and your client’s payment overview, remaining balance and next payment due all update automatically.

Built-in Brand Questionnaire: Six guided sections your client completes inside the portal, with their answers saved straight to your responses.

Discovery Call Booking: Clients choose a time from your available slots, and you both receive a notification when they book or cancel.

Built-in or PDF Presentations: Present your creative direction and brand concepts as beautifully designed Notion pages, or upload your own PDF presentations. Mix and match to suit your process.

Feedback at every stage: A feedback form on each presentation page, so client thoughts are collected in one place rather than scattered across emails.

Polished File Handover: A deliverables checklist, organised file downloads, a folder guide, typography and font licensing explainers, and recommended printers and tools.

Reusable for every client: Set up your master portal once, then duplicate it for each new project with your process, pricing and branding already in place.

Refined, neutral aesthetic: A soft, editorial design that lets your work take centre stage and feels at home alongside any studio brand.

What's included

Ready-to-Use Brand Identity Client Portal: A complete Notion workspace built around the brand identity process, from discovery to final handover. Set it up once as your master copy with your details, process and pricing, then duplicate it for every new branding client in minutes.

Brand Discovery Questionnaire: Six guided sections covering your client’s business, brand personality, target audience, competitors, brand aesthetics and existing branding. Clients complete each section inside the portal, and every answer saves straight to your responses, ready for your strategy work.

Built-in & PDF Presentation Pages: Present your creative direction and brand concepts as beautifully designed Notion pages, or upload presentations you’ve created in InDesign, Canva or Figma. Choose the format that suits each stage of your process, or mix and match.

Automated Progress & Payment Tracking: A live progress bar that moves as you complete tasks, and a payment overview that updates the moment an invoice is marked as paid. Your client always knows where their project stands, without you needing to update them manually.

Step-by-Step Setup Guide: A clear, page-by-page guide that walks you through setting up every part of the portal, sharing it with your client, and troubleshooting anything that doesn’t behave as expected. Written for first-time Notion users, with everything an experienced user needs too.

Inside the Template

The Notion Client Portal consists of 15 pages.

Template Home: Start Here, Template Overview

00. Instructions & Setup: Start Here, The Basics, Permissions & Sharing, Forms, Page-by-Page Guides, Setting Up a New Client, Troubleshooting

01. Client Dashboard: Welcome, Action Needed, Progress Bar, Project Overview, Menu, Getting Started, Brand Identity Project (5 phase tabs), Project Timeline, Get In Touch

02. Project Timeline: Calendar Overview, Project Milestones, Key Dates, What to Expect

03. Task Manager: Tasks by Phase, Due Dates, Status Tracking

04. Contracts & Payments: Payment Overview, Your Documents, Your Investment, Payment Schedule, Invoices, FAQ

05. Book Your Discovery Call: What We’ll Cover, How to Prepare, Book a Time, What to Expect, FAQ

06. Brand Discovery Questionnaire: Your Business, Brand Personality, Target Audience, Competitors, Brand Aesthetics, Brand Assessment, FAQ

07. Creative Direction: Brand Messaging, Target Audience, Competitive Analysis, Visual Direction, Moodboard, Next Steps, Feedback Form

08. Creative Direction PDF: Presentation Upload, Next Steps, Feedback Form

09. Brand Concept Presentation: Logo Concepts, Colour Palette, Typography, Brand Elements, Brand Applications, Next Steps, Feedback Form

10. Brand Concept Presentation PDF: Presentation Upload, Next Steps, Feedback Form

11. Refined Concept Presentation PDF: Presentation Upload, Next Steps, Feedback Form

12. Your Final Deliverables: Deliverables Checklist, Your Files, Folder Guide, File Types Explained, Brand Typography, Font Licensing, Recommended Tools & Printers

13. Portal Data: Task Stats, Payment Summary

Please note

Due to the nature of digital products, we are unable to offer refunds or exchanges. Presentation images, fonts and placeholder images are not included with your purchase.

Software

Notion

Size

N/A

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Instant Download

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Fully Customisable

Real PDF Example Included

Licence & Returns

FAQ

Notion Brand Identity Client Portal

£149.00
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