Streamline client collaboration with this comprehensive Freelance Client Portal template. Designed for freelancers and small agencies, this centralized workspace helps manage project timelines, deliverables, and client communications in one organized location.
• Client Checklist - Track important milestones and client responsibilities
• Contact Information - Maintain clear communication channels
• Deliverable Tracking - Monitor project status with organized tables
• File Management - Share and store important documents
• Meeting Notes - Document discussions and decisions
• Invoice Management - Keep payment information organized
• Increases professionalism with clients
• Reduces back-and-forth emails
• Creates transparency around project progress
• Streamlines file sharing and feedback collection
• Maintains a record of all project communications
Customize the template with your contact information, project details, and timeline. Share with clients at project kickoff, then update regularly as work progresses. Use the revision history section to document changes and maintain accountability throughout the project lifecycle.
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