In order to get access to the Notion Client's Expectations template for freelancers, click one of the two buttons at the top of this page.
Now that you have the template, be sure to make a clean copy that you can edit. To do that, hit the 'Duplicate" button highlighted in the image above.
Having the template duplicated, you can now add all of the tasks that you need to get done in order to fulfil the client's expectations.
To use this Notion Client Expectations Checklist template, we first have to understand what it is all about.
The main purpose of the template is to have all of the special tasks and requirements of your client in one place.
This way, you'll never forget what you have to do, and you'll easily keep up with the expectations of your client.
The best part? It's all in Notion, so it's accessible and modifiable in case there's any mistake.
Well, to know what you have to do, you first have to list all of the client's expectations. That's why you'll see a list in our Notion template. Insert all of the most specific requirements and to-dos that your client wants to get done. Think of this as the "express" list. These are the top-tier tasks.
If you've already finished one or more of the client's expectations... Great job, keep it up! Though, don't forget that you should really check it off the list with the expectations. In order to keep everything tidy, we recommend that you always mark as done each of the finished tasks as soon as you get them done. This way, it'll be easier for you spotting what else you still have to get done.
Sometimes, clients have even more expectations and extra to-dos that they want to be done faster. If there's any last-minute task that you really don't want to forget, but though, a task that you have to do quickly in-between your other tasks, make sure to add it in the list. Simply hit "ENTER" between any of the existing expectations and start writing it. Then, mark check it off finished.