Impress your clients with an exceptional onboarding process: Create a client portal in Notion 🩷
This video walks you through the step-by-step process of creating a client portal in Notion, a powerful tool to streamline your coaching business and provide an exceptional client experience.
In this video, you'll learn:
→ The importance of a proper client onboarding process
→ The key components of a successful onboarding process
→ How to create a client portal in Notion with sections for:
→ Welcome message
→ Onboarding documents (contract, invoice, coaching log, etc.)
→ Client resources (reading materials, online course content)
→ Tasks and action items
Plus, here is your FREE Notion Template to get you started: creatortocoach...
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Негізгі бет Create a client portal in Notion [+ free Notion template]
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