What it's good for
- Designers and web developers
- Photographers and social media managers
- Coaches, consultants and agencies
- Any service business that shares work with clients
What it does
Waiting on you
A list that shows the client exactly what you need from them and when.
Tasks and deliverables
A board by status, a full table, a progress chart and a calendar of due dates.
Approvals
Designs and drafts with version, feedback and Approved or Changes requested.
Invoices
Amount, due date, pay link and a Paid box. Status turns Overdue on its own, with a balance due total.
Meetings and files
Agenda, decisions and action items for every call, plus briefs, contracts, brand assets and deliverables.
English and Spanish
Both versions are included, each with example rows you can delete.
How it works
- Buy it on Etsy and download the one-page PDF.
- Enter your Etsy order number on our Get your template page.
- Open your link, sign in to Notion (a free account works) and click Duplicate. Make one copy per client.
Pay once. No subscription.
Your copy lives in your own Notion workspace. Sold through our Etsy shop.
Frequently asked questions
How do I share it with my client?
Duplicate the portal for each client, then click Share and invite them by email as a Notion guest, or publish it as a read-only link.
Do I need a paid Notion plan?
No. It works on Notion's free plan, on desktop, web and phone.
How do I get it after I buy?
Etsy gives you a one-page PDF. Enter your Etsy order number on our Get your template page and you get the link to duplicate the template into your own Notion.
Is there a subscription?
No. You pay once on Etsy and the copy in your workspace is yours.
SuanSupply is not affiliated with, endorsed by or sponsored by Etsy, Inc. or Notion Labs, Inc. Etsy and Notion are trademarks of their owners.