# Client Onboarding Portal

## 1️⃣ Welcome Dashboard  
A high‑level view that greets new clients and shows where to go next.

| Section | Description | Link |
|---------|-------------|------|
| 🎉 Welcome Letter | Personalized welcome message & next steps | `[[Welcome Letter]]` |
| 📁 Onboarding Checklist | All tasks the client must complete | `[[Onboarding Checklist]]` |
| 📅 Kick‑off Meeting | Calendar link to schedule the first call | `[[Kick‑off Scheduler]]` |
| 📚 Resource Library | Guides, contracts, FAQs | `[[Resource Library]]` |

> 💡 Tip: Pin this dashboard to the top of the sidebar for instant access by both your team and the client.

---

## 2️⃣ Welcome Letter (Page)  
A templated letter that can be duplicated for each new client.

**Template variables** (replace before sending):  
- `{{Client Name}}`  
- `{{Project Name}}`  
- `{{Start Date}}`  

```
Hi {{Client Name}},

Welcome to {{Project Name}}! We're excited to start working together on {{Start Date}}. Below you’ll find everything you need to get up and running quickly.

If you have any questions, just reply to this email or book a time on our calendar.

Best,  
[Your Team]
```

> 💡 Tip: Use Notion’s **Copy link to page** feature and paste the link into your email template for a one‑click access point.

---

## 3️⃣ Onboarding Checklist (Database)  
Track every step the client must complete. Convert the table below into a Notion database with the indicated property types.

| Task | Owner | Due Date | Status | Related Docs |
|------|-------|----------|--------|--------------|
| Sign Contract | Legal Team | 2024‑07‑05 | ☐ Not started | `[[Contract]]` |
| Complete Client Survey | Account Manager | 2024‑07‑07 | ☐ Not started | `[[Client Survey]]` |
| Provide Branding Assets | Client | 2024‑07‑10 | ☐ Not started | `[[Brand Assets Folder]]` |
| Set Up Project Workspace | Ops | 2024‑07‑12 | ☐ Not started | `[[Workspace Setup Guide]]` |
| Schedule Kick‑off Call | Account Manager | 2024‑07‑13 | ☐ Not started | `[[Kick‑off Scheduler]]` |

**Property types:**  
- **Task** – Title  
- **Owner** – Person  
- **Due Date** – Date  
- **Status** – Select (Not started, In progress, Completed, Blocked)  
- **Related Docs** – Relation to the **Resource Library** database  

> 💡 Tip: Add a filtered view called “Upcoming (Next 7 days)” to surface tasks that are due soon.

---

## 4️⃣ Kick‑off Scheduler (Page)  
Embed a Calendly or Google Calendar link so the client can book the first meeting.

```
[Book Your Kick‑off Call](https://calendly.com/your‑team/kickoff)
```

> 💡 Tip: Set the meeting length to 60 minutes and include a short pre‑meeting questionnaire to capture agenda items.

---

## 5️⃣ Resource Library (Database)  
A central repository of all files, guides, and templates the client may need.

| Resource | Type | Description | Link |
|----------|------|-------------|------|
| Contract Template | Document | Standard service agreement | `[[Contract]]` |
| Client Survey | Form | Collect project requirements | `[[Client Survey]]` |
| Branding Guidelines | PDF | Logo, colors, typography | `[[Brand Assets Folder]]` |
| Project Management Guide | Document | How we run projects in Notion | `[[PM Guide]]` |
| FAQ Sheet | Document | Common onboarding questions | `[[FAQ]]` |

**Property types:**  
- **Resource** – Title  
- **Type** – Select (Document, Form, PDF, Link)  
- **Description** – Text  
- **Link** – Relation to pages or external URL  

> 💡 Tip: Enable **Full‑width** view for this database so PDFs display nicely when opened.

---

## 6️⃣ Client Portal (Page)  
A client‑facing page that aggregates the most important items.

```
# {{Client Name}} Portal

## Your Onboarding Checklist
[[Onboarding Checklist – Filtered view: Owner = {{Client Name}}]]

## Upcoming Meetings
[[Kick‑off Scheduler – Calendar view]]

## Resources
[[Resource Library – Gallery view]]
```

> 💡 Tip: Share this page with **Can view** permission only; the client can see progress but not edit internal tasks.

---

## 7️⃣ Internal Team Hub (Page)  
Where your team tracks progress, notes, and next steps.

- **Weekly Status Board** – Linked database view filtered to “Status = In progress”.
- **Client Notes** – Linked page per client for meeting minutes.
- **Risk Log** – Simple table to capture blockers.

> 💡 Tip: Use Notion’s **@remind** feature on tasks with due dates to get automatic reminders.

---

## How to import into Notion
1. In Notion, click **Import** → **Markdown & CSV**.  
2. Select this `.md` file and upload.  
3. Notion will create pages for each H2 heading automatically.  
4. For each table marked as a **Database**, click the three‑dot menu on the table → **Turn into database** → choose **Table**, **Board**, or **Gallery** as indicated in the section.  
5. Set the property types exactly as described (Title, Person, Date, Select, Relation, etc.).  
6. Create the necessary **Relations** between the **Onboarding Checklist** and **Resource Library** databases.  
7. Adjust permissions: share the **Client Portal** page with external clients (Can view) and keep the **Internal Team Hub** private to your team.  
8. Duplicate the **Welcome Letter** and **Client Portal** pages for each new client, replace the template variables, and you’re ready to onboard!