How to: Notion vs. Google Drive
🏠 CLIENT PORTAL │ ├── 🎉 Welcome & Getting Started │ ├── Welcome Message (Video or Text) │ ├── Client Profile & Agreement Upload │ └── Onboarding Checklist (Tasks client must complete) │ ├── 📅 Project Overview │ ├── Project Timeline & Key Milestones │ ├── Task Tracker (Status, Assigned to, Due Dates) │ └── Project Deliverables & Expectations │ ├── 🔗 Integrations & Tech Setup │ ├── Connect Your Accounts (GoHighLevel, Social Media, Slack) │ ├── Tech Stack Guide & FAQ │ └── Troubleshooting Resources │ ├── 📚 Resources & Tutorials │ ├── Company Overview & Brand Kit │ ├── SOPs & Best Practices (Client-Facing Versions) │ └── FAQ & Help Center │ ├── 📞 Communication & Meetings │ ├── Meeting Schedules & Calendly Links │ ├── Communication Guidelines (Slack, Email, etc.) │ └── Submit Support Request │ └── 🌟 Progress Dashboards & Reports ├── Embedded KPIs (Google Sheets, Airtable, GHL) └── Weekly/Monthly Client Reports (Auto-generated)
🛍 [Add other relevant team here]
🖥 Engineering
💹 Finance
📣 Marketing
🦋 Operations & Strategy
➿ Product & Design
🛒 Sales & Success
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https://www.penguinspr.com/onboarding