Complete Client Project OS: Onboarding, Comms & Handover [Notion Workspace]

Overview

Especially in this remote working, digital world; client communication is key. This workspace allows you to easily track key actions, processes, documents and deliverables with each and every new client: asynchronously. Enough of the back-and-forth; start streamlining your client projects, today.

This Ability Stack will let you:

• Quickly develop, link and share User Personas from a tried and tested template;

• Research and provide an analysis of key competitors--all in one view;

• Scope out (or give key reminders) for your client's company mission, vision and brand story;

• Track, schedule and store calls and meeting notes;

• Stay on top of WIPs, feedback, project assets, research links and account passwrods throughout the project;

• Link your key project documents like Project Terms, Proposal, NDA and more; and

• Consolidate all of this into one, neat and non-intimidating Client Portal Dashboard.

Who Is It For?

• Freelancers 🤠

• Consultants 🕴️  

• Independent Contractors 💼

What Stage Of Business?

If you're already running client projects, this will be an excellent resource to help streamline your repeat processes. For those just getting started--you can easily take the key components of this workspace as your starting point, then tailor it to be your own.

Key Outcomes

By the end of it, you'll have:

• An integrated, tight-knit project workspace for every new client (which can be duplicated and set up in under 5 mins);

• A clearer view of past projects, assets, and processes; both for your portfolio, but also to make self-reflection on your business simpler and smoother;

• A frictionless on-boarding process that clients love; and

• Many spare hours on your hands saved by asynchronous sharing and feedback processes.

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