Consulting Dashboard

Streamline Your Consulting and Coaching Business with This Notion Dashboard

making it easy to manage your clients, projects, sessions, meetings, and tasks in one place.

Features:

• Services: Organize and manage your range of consulting services and including descriptions
• Clients CRM: Maintain a robust client database, tracking contact information, project history, and key interactions.
• Projects: Plan, track, and manage projects from start to finish
• Meetings or Sessions: Schedule, document, and follow up on meetings and client sessions with ease.
• Tasks: Break down projects into manageable tasks, assign responsibilities, and track progress towards completion.

Frequently Asked Questions

1. What is Notion?
   Notion is a free digital space to think, write, and plan. Use it to capture thoughts, manage projects, or even run a company, all customized to your liking.
2. How to download the template?
   Open the template link, then click the "Duplicate" button in the top-right corner of the page in order to make it yours.
3. Can I share this with anyone else?
   Private license only. sharing by directing others to this page.
4. Notion has a free plan?
   Yes
5. Can I ask you questions? Feel free to chat and DM me on any of my socials. I typically respond within a few hours, so don't hesitate to contact me.
   Twitter / Instagram
   Or email to: My Email

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