Say goodbye to scattered information and disorganized chaos. With this expertly crafted Notion template, you'll experience a new level of organization that will your transform workflow. Manage projects, tasks, time tracking, and sprints all in one place.
Hello Product Hunters,
I'm Ben Taylor, the creator of this Notion Client Portal + Dashboard!
I highly recommend watching the Youtube video tied to this launch to see how much value this product can provide for your business.
I created this template to manage my own clients and have been refining it for months to ensure reliability and ease of use. It gives me a great way to manage all of my client work in one place.
It features:
- Sprints
- Projects
- Tasks
- Time Tracking
- Update board
Let me know if you have any questions on how to use it in the comments below!!
I wish I had this when I was a consultant, but as I start my solopreneur journey, I have the client side covered with Ben's template. 🔥
One of the things I really appreciate is that the template is clear and well organised so I can share it with clients to provide live updates and I don't have to spend tedious hours creating artefacts.
Having the template designed around sprints is another great feature. Pretty much all clients I've worked with (in finance and tech) operate in sprints now so it's helpful to have that built in natively.
The final feature I love is time tracking. Dedicated time tracking apps can be expensive, so having this included is amazing. I'd love to see the time tracking features expanded in the future:
- Time & Materials contracts can sometimes involve multiple people with different billable rates - having that built in would open this up to teams of any size.
- Outcome based contracts can sometimes see billability tracked across, for example, number of deliverables. Being able to track that too would add even more flexibility to this already comprehensive product.
Congratulations on your first PH launch, Ben!! Hope you'll do amazing ✨
Over that, this seems to be a useful template to manage all your client profiles... WELL DONE 👍
I wish I had this when I was a consultant, but as I start my solopreneur journey, I have the client side covered with Ben's template. 🔥
One of the things I really appreciate is that the template is clear and well organised so I can share it with clients to provide live updates and I don't have to spend tedious hours creating artefacts.
Having the template designed around sprints is another great feature. Pretty much all clients I've worked with (in finance and tech) operate in sprints now so it's helpful to have that built in natively.
The final feature I love is time tracking. Dedicated time tracking apps can be expensive, so having this included is amazing. I'd love to see the time tracking features expanded in the future:
- Time & Materials contracts can sometimes involve multiple people with different billable rates - having that built in would open this up to teams of any size.
- Outcome based contracts can sometimes see billability tracked across, for example, number of deliverables. Being able to track that too would add even more flexibility to this already comprehensive product.
Congratulations on your first PH launch, Ben!! Hope you'll do amazing ✨
Over that, this seems to be a useful template to manage all your client profiles... WELL DONE 👍
What a useful template and very well-built! It's definitely something that I will use regularly. Congratulations on the amazing launch, @optiopp_bentaylor
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