# Client Onboarding & Project CRM Dashboard: Notion Template & Portal System

- Link: https://online-digital-store.com/product/mental-health-journal-and-planner-bundle-15-digital-journal-planner/
- Published: 2025-05-18T06:45:50+00:00
- Author: Admin

### Elevate Your Client Experience from Intake to Project Handoff

First impressions set the tone for every client relationship. The **Client Onboarding&
Project CRM Dashboard** empowers freelancers, agencies, and consultants to deliver
a white-glove client experience from discovery call to project completion.

#### Key Features & Included Modules

 * **Sales Pipeline Tracker:** Visual lead management stages from initial contact
   to contract signed.
 * **Automated Client Onboarding Checklist:** Step-by-step onboarding sequences,
   intake questionnaires, and asset collection.
 * **Private Client Portal Hub:** Pre-built, shareable client dashboard displaying
   project status, sprint goals, and asset delivery links.
 * **Meeting Notes & Action Item Log:** Timestamped agenda templates with automated
   task assignment properties.
 * **Feedback & Offboarding Protocol:** Project handoff guides, final review requests,
   and testimonial collection templates.

#### Technical Deliverables

 * 1x Main Agency CRM & Onboarding Notion Workspace.
 * 1x Duplicate-Ready Client Portal Template (designed for direct client sharing).
 * 1x Client Intake & Briefing Questionnaire Form (Notion & Google Docs format).
 * 1x Video Tutorial: Customizing and Sharing Notion Client Portals (MP4 / Loom 
   link).
 * 1x Commercial PLR/MRR Licensing Documentation (PDF).

#### Standardized Commercial Licensing (Model D)

**License:** Non-Exclusive Commercial Master Resell Rights (MRR) / PLR.
 **Allowed:**
Rebrand, modify database properties, deploy for unlimited private client projects,
resell as a digital product (minimum price floor: $15.00 USD / £12.00 GBP). **Disallowed:**
Reselling without license terms; publishing open Notion workspaces without duplication
protection. **Trademark Notice:** Notion is a trademark of Notion Labs, Inc. This
product is an independently developed template system.

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