Manage Your Social Media Clients in Notion
Give each client one portal for content, feedback, approvals and files.
- A portal per client, shared by its Notion link
- Statuses from Idea to Published
- Mark as approved and Need revision buttons
- Onboarding, files and reports in the same place
Instant access • Notion template, works on the free plan • No account with us • Pay once, no subscription
A Notion template for your workspace
13 Portal Pages. One per Client. One Template.
The portal filled in for an example client, so you can see how every page works before you add your own.
What a Real Client Portal Looks Like
Every client gets their own portal with 13 pages inside. You duplicate it for each new client and share it by its link.
One Portal per Client
Duplicate the portal for each new client and share it by its Notion link. Your other pages stay private.
Approvals in One Click
Every post moves from Idea to Published. The client clicks Mark as approved or Need revision on the post itself.
Client Onboarding, Done Once
Basic information, brand assets, the questionnaire, social media access and the ideal customer profile, with a setup checklist.
Every Post in One Gallery
Each post page has the caption, a design link, the feedback and a posting checklist, with a writing template per platform.
Monthly Reports, Ready to Fill In
A monthly report template and an audit template, with key metrics, top content and next goals.
Works on the Free Notion Plan
No account with us and no subscription. Clients open their portal link in the browser.
One Portal. Everything Listed.
Client Portal (13 Pages, One per Client)
Introduction, Client Onboarding, Content Production, Master Content, Strategy, Resources, Analytics, Extended Services, Task, Meeting, Payment, Contract and Closing Chapter. Duplicate it for each client and share it by its Notion link.
Writing, Report and Audit Templates
Writing templates for Instagram Post, Instagram Story, Instagram Reel, TikTok, Facebook, YouTube Video, YouTube Shorts, Pinterest, X Post and Newsletter, inside Master Content. On the Analytics page, a monthly report and an audit template: highlights, key metrics month over month, top content, next goals and competitor notes, filled in by you.
Bonus, VIP Day Portal
A second template for VIP Days, prep and intake, the audit, the VIP Day agenda and the follow-up.
Also Included
Everything in the Notion SMM Portal
Shown with the sample client. Each client sees only their own portal.
Content Review Board
Every post moves through Idea, Drafting, Ready for Review, Revisions, Approved, Scheduled and Published. When a post is ready, the client clicks Mark as approved or Need revision, and the feedback stays on that post instead of in a chat thread.
Master Content and Writing Templates
Every post in one gallery. Each post page holds the strategy, the caption, a slot for the design link, the feedback and a posting checklist. Writing templates for Instagram Post, Instagram Story, Instagram Reel, TikTok, Facebook, YouTube Video, YouTube Shorts, Pinterest, X Post and Newsletter are ready to pick for each new post.
Client Onboarding
Start every client the same way, Basic information, Client resources for brand assets, the Questionnaire, Social media access and the Ideal customer profile, with a setup checklist so nothing is missed before the first post.
Resources
Ten folders for the things you reach for every week, Design, Hashtags, Audio, Tools, Hooks and CTAs, Important links, Video footage, Inspiration, Notes and articles, and a Size guide.
Monthly Report and Audit
The Analytics page holds a monthly report template and an audit template, highlights, key metrics month over month, top content, next goals and competitor notes. You fill in the numbers; the report sits on the client's own portal.
Introduction and Closing Chapter
A welcome page with the client's package, deliverables and how you work together, and a Closing Chapter for the wrap-up, final deliverables, client feedback and a referral note.
Strategy and Extended Services
Goals, content pillars and the plan for each platform on the Strategy page, and the add-on services you offer on Extended Services, where the client already looks.
Tasks, Meetings, Payment and Contract
Tasks with status and due dates, a meeting and check-in log with a slot for your booking link, invoices and what is due as you write them, and the contract with the approval window and the rounds of edits included. The Payment page shows what is due; you collect payment your own way.
Runs on the Free Notion Plan
Duplicate it into your own Notion workspace from the link. Set it up on a desktop or laptop, check it in the Notion app on your phone; clients open their portal link in any browser.
What Planner Lovers Are Saying
More than 100,000 happy customers, real reviews from real planners
A VIP Day Portal and Setup Guide Included
Run VIP Days too? The download also has a VIP Day portal, prep and intake, the audit, the VIP Day agenda and the follow-up. A short Start here page walks you through the main portal, duplicate it, fill in the client's details, share the link, and the sample client shows every page filled in. Setup is easiest on a desktop or laptop.
One Portal, One Download, Yours Forever
Set it up on your laptop. Clients open their link wherever they are. Duplicate it once for each client and it is yours for life.
READY TO FILL IN
All 13 pages are built and linked. Follow the Start here page, duplicate the portal and add your first client.
ONE PRICE, FOREVER
Pay once and use it for every client, year after year. Works with a free Notion account. No subscription.
NO NOTION SKILLS NEEDED
The sample client shows every page filled in. If you can click a page and type, you can run a client portal.
How It Works
The same steps for every new client
Purchase the Portal
Complete your secure checkout
Duplicate in Notion
Add it to your Notion from the download link
Add Your Client Details
Their details, brand assets and access
Share the Client Link
From Notion's Share menu; posts go in for review
13 Portal Pages and a VIP Day Portal. Pay Once.
One Notion template with everything on this page, the 13-page client portal, the writing templates, the report and audit templates, the VIP Day portal, a Start here page and a sample client. Pay once.
- A 13-Page Client Portal per Client
- Approve or Send Back Content
- Writing Templates per Platform
- Monthly Report and Audit Templates
- Bonus VIP Day Portal
- Start Here Page and a Sample Client
- Works on the Free Notion Plan
Instant access • Notion template • One-time payment
This is a digital product with immediate access after purchase. No refunds on the Notion SMM Portal or any order bump. The optional upgrade offered after checkout is the one exception, with a 90-day money-back guarantee.
One Portal for Every Client
Duplicate it, fill in the client's details and share the link. Feedback, files and approvals stay in one place, and each client sees only their own portal.
Frequently Asked Questions
What to know before you buy