Social Media Client Portal

Improve collaboration, optimize your content creation, and impress your clients with the Social Media Client Portal

A comprehensive Notion workspace for social media managers that helps you save time, showcase your expertise, and scale your business effortlessly.

Perfect for: social media agencies, freelance social media managers, and digital marketing professionals looking to take their client services to the next level.

If this is you:

• You're juggling multiple client accounts and struggling to keep track of all their social media needs.
• You want to offer top-notch service but find yourself bogged down by repetitive tasks and disorganized processes.
• You're tired of endless email threads and need a centralized place for client communication and approvals.
• You spend hours creating reports and wish you had a more efficient way to showcase your results to clients.
• You're ready to take on more clients but worry about maintaining quality as you scale.

The Social Media Client Portal is your all-in-one solution for seamless client management, automated reporting, and streamlined workflows that will transform the way you handle social media accounts.

✓ Ready-made with fully integrated & automated databases

✓ Customizable and adaptable to your needs

✓ Works perfectly on Notion’s FREE plan

✓ Smartphone-optimized, dark mode-friendly

✓ Easy setup – be up and running in less than 10 minutes!

4 Social Media Management Problems, SOLVED!

1. The Pressure to Prove Your Expertise

Showcase your work and results in a professional, branded portal that builds trust, demonstrates your value, and turns satisfied clients into long-term partners and advocates.

2. Chaotic Client Communication

Centralize all client interactions, resources, and feedback in one intuitive platform, eliminating endless email threads and miscommunication.

3. Time-Consuming Reporting

The Social Media Client Portal helps you generate professional, data-rich reports with just a few clicks, freeing up hours each week for strategic work that truly impacts your clients' success.

4. Scaling Struggles

With the Social Media Client Portal you can easily onboard and manage new clients, allowing you to grow your business without sacrificing quality or burning out.

What you’ll get with the Social Media Client Portal

1. MAIN DASHBOARD: provides you and your clients with a snapshot of your content calendar, current priorities, open tasks, upcoming meetings & invoices, and collaboration timeline.

2. ONBOARDING: kick-off projects effortlessly with detailed scopes, communication guidelines, FAQs, and collaboration roadmaps.

3. CONTENT STRATEGY: a comprehensive section that houses your client’s content strategy, pillars, keywords, and repurposing plan.

4. CONTENT CREATION: this is where you bring your content ideas to life with a dedicated content planner and ready-made platform pages.

5. CONTENT RESOURCES: your vault of research notes, hooks, templates, and media assets for content creation.

6. CLIENT CENTER: a client-dedicated section where they can add their brief, upload files, and share project-related info & resources.

7. MEETINGS LOUNGE: schedule meetings and keep a record of previous discussions & meetings notes.

8. IMPORTANT DOCUMENTS: store and manage contracts, NDAs, and other crucial project-related documents for easy access and reference.

9. INVOICE CENTER: manage & keep track of invoices, ensuring smooth financial transactions and record-keeping throughout the project.

10. PERFORMANCE: this is where you track, measure, and optimize your content's impact across all platforms and generate comprehensive audits with just a few clicks.

11. FEEDBACK: collect testimonials with ready-made feedback forms and surprise your clients with thoughtful referral gifts.

12. PORTAL ADMIN: admin page that houses the portal’s databases and customizable artwork links.

What you’ll need to use this template

1. A device to access Notion & the Social Media Client Portal template (e.g. Laptop, Desktop, Smartphone, Tablet).
2. A free Notion account (Notion has a very generous free personal plan).
3. Basic understanding of how Notion works.

What is Notion?

Notion is an incredibly versatile productivity and note-taking web app that adapts to your unique needs and workflow – a place where you can capture your brilliant ideas, plan your projects, and manage all aspects of your personal life & business. It’s beginner-friendly and has an amazing free plan to get started with.

How does this work?

1. After purchasing the Social Media Client Portal, you will receive an email containing the template download link.
2. Open the link and duplicate the template into your own Notion account.
3. Start using your brand new social media client portal! 😊

Please note

1. This is a digital download. No physical items will be sent after purchase.
2. The Social Media Client Portal only works with the Notion App or the Notion Website. Any other applications will not work with this template.
3. All materials are for personal use only. No part of it can be distributed, sold, reproduced, or used in any form without the written permission of the author.

More FAQ

1. Who are you?

I’m Elena - marketing specialist and former copywriting team lead with over 15+ years of experience in online marketing. I now run my own online business, helping people connect the dots between passion, business, and financial independence.

2. Can I make changes to this template?

Of course! The Social Media Client Portal is a template, which means it becomes yours the moment you add it to your workspace. From then on, you can make any tweaks that you want. However, be aware that customizing your version after purchase may make it harder for you to integrate any future upgrades.

3. Will I get free updates?

Absolutely! However, once you duplicate and add the Social Media Client Portal to your own Notion workspace, new updates won’t automatically apply to your version.

For this reason, I always notify my customers of upcoming updates via email and I also include step-by-step instructions which will show you exactly how to copy and replicate any changes I’ve made to the Social Media Client Portal.

4. What if I need help or have questions?

I’d be happy to help! You can reach out to me on Twitter or send me an email to choosegoodquests@gmail.com