Notion Client Expectations Template - Checklist For Freelancers

Notion Client Expectations Template - Checklist For Freelancers

Clients usually have strict expectations on what their project should look like, and hey, we have to respect that. Moreover, we want to deliver the best content. In order to do so, we've made this Cleints Expectations Checklist Notion template to help all you freelancers get organised in a better manner.

How to use the client expectations Notion template

How to use the client expectations Notion template

1. Get access to the template

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.

2. Make a copy of the template

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.

3. Finally, add your checklist

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.

About the client onboarding template

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.

Notion Client Expectations Template Guide

List all of the expectations

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.

Anything done? Check it off

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.

Ugh, got more tasks? Add them to the list!

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.

Frequently asked questions

No items found.
Why is this for free?
It's very simple. We're offering a Notion website builder.

Therefore, our strategy is pretty simple: we give out a lot more useful stuff for free to people than others do → people get to know about us. Some people will become paying customers, while others will become friends.

That's it. That's our philosophy.
Is it worth getting this? Why would I?
Hey, honestly? There are two ways to look at it:

1. The free version is very generous, so it costs nothing to try
2. We've spent hundreds of hours, so that you won't have to spend 10 hours writing these. Plus, imagine how much time we've saved the world: if 1,000 people download this, that's 10,000 hours saved (versus the 100+ we've spent).

Besides, it's in our interest to make this better. Got some feedback? We're happy to hear it.
How do I get this?
Go to the top of the page → click the coloured button. You'll be able to get download what we've presented on this page!
Are there going to be updates?
There sure are! And if you want to be updated, just get this (at least the generous freebie version), and you'll receive emails about upgrades we make to these.

We promise not to spam you — as another FAQ above suggests, we like to keep a tidy relationship.