Hey friend,

If you’re updating clients on Notion…

Then repeating it on WhatsApp…

And again over email…

You’re not alone.

But it’s definitely wasting your time.

Every time a project moves forward, you:

→ Share the update

→ Re-explain the task

→ Track approvals in scattered chats or spreadsheets

It feels small at first.

But that chaos?

It chips away at your focus.
It clutters your week and slows your momentum.

Here’s how we fix it:

Build a Clean Client Portal in Notion

One dashboard per client.
One central space to track everything for a client.

Here's how:

Create a table inside Notion.

Next, build a template inside the portal table - as a client dashboard.

Every time you onboard a new client, you get a ready-made dashboard.

Inside that dashboard, include:

🔹 Live Project Summary

→ Use a table to track what’s done, what’s pending, and what’s in progress.

→ Everyone sees the latest status and overall project view at a glance.

🔹 Review Table

→ Add task links, update notes, and approval statuses.

→ No more “did the client approve this?” confusion.

→ You update the task, and your client updates the approval/feedback in one place.

🔹 Request Tracker

→ Clients (or your team) can log requests directly.

→ One view for clients to log requests, and another for your team to send requests to the client.

→ Keeps them out of DMs and inside your system.

🔹 Files & Resources Library

→ Store links, docs, and assets.

→ No more digging through DMs for that one PDF.

🔹 Meeting Notes + Decisions

→ Capture discussions, decisions, and action items.

→ Everything stays visible—no more lost threads.

This setup clears the clutter.

No more repeating yourself.

No more checking 5 places for one update.

Curious what this client portal looks like visually?

View a Quick Client Portal Walkthrough

Here’s what a user said lately about the custom client portal:

“It keeps everything organized in one place, from tracking progress to sharing updates and files. Client can stay in the loop effortlessly, and I can focus more on delivering results.” - Sanjay, Software Engineer.

If your workflow still feels scattered,

I build custom Notion systems like this to streamline your backend and reclaim your time.

Just DM me ‘system’ and I’ll help you design one that fits your flow.

Talk soon,

Sumanpreet Kaur

If your current setup’s holding you back, let’s map a better one together:

Need custom Notion systems for your work, life, or business?→ Book a 20-minute clarity call here.
Want smart systems that simplify how you work and stay organized?→ Explore systems here.

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