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My process for onboarding clients 🤝🏼 Here’s an example of how I use my Notion Client Portal template to onboard a new client, creating a central environment for communication, project management and document sharing for every project. The Portal has been tailored to suit architectural practice, providing pages that include: 🔘Project Dashboard An overview of the project status, the RIBA work stages, key documents and the project directory. 🤝🏼 Introduction A space to capture the project brief
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customer called saying the car shut down and the dashboard was lighting up. it became clear the warning wasn’t for the engine at all. it’s just a flat tire.
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