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Consulting OS

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Consulting OS

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Transform Your Coaching & Consulting Business with Notion

The Notion Consulting OS is your all-in-one solution tailored specifically for coaches and consultants looking to streamline their business operations. This comprehensive template serves as a centralized hub, enabling you to effortlessly manage every aspect of your practice.

you can easily Create & Share Services, organize client information, schedule sessions, track progress, and much more, all in one convenient location.

Key Features:

✓ Services Hub Dashboard: Get a clear overview of all your services in one dashboard. Easily manage offerings, track services & projects, and analyze performance metrics to optimize your approach.

✓ Comprehensive CRM: Manage your client relationships effortlessly. Track leads, client interactions, and follow-ups in one centralized location.

✓ Project & Task Management: Organize your projects and tasks with ease. Set deadlines, assign responsibilities, and monitor progress to keep everything on track.

✓ Meetings & Sessions: Schedule and manage all your meetings and client sessions. Keep notes and action items organized for easy reference.

✓ Notes Management: Capture your ideas, insights, and important information all in one place. Easily search and retrieve notes whenever you need them.

✓ Finance Tracking: Stay on top of your finances. Track income, expenses, and invoicing to ensure your business remains profitable.

✓ Resource Hub: Store all your important resources, templates, and materials in a single location for quick access.

✓ Networking & Referrals: Build and maintain your professional network. Keep track of contacts and referrals to grow your business.

✓ Automated Support: Set up automated responses for common queries, ensuring you’re always available to your clients.

✓ Automated Feedback: Gather feedback effortlessly with automated forms and surveys, helping you improve your services continuously.

-> With all these features, you’ll have everything you need in one place. Say goodbye to the overwhelm of juggling multiple platforms and experience a boost in focus and productivity.

Bonus:

We've added new templates to each project page, making it easy to share with clients and keep everything organized in one place:

✓ Proposal Template
✓ Consulting Process Outline
✓ Invoice Template

Feel free to customize these templates to suit your needs and enhance your workflow!

Consulting OS V2.0


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
  • Can I be your affiliate?
    Click here to fill out the affiliate form.
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Refund Policy

Due to the digital nature of our products, all sales are final. we highly recommend reading the product description carefully and checking out any previews before you buy.

Last updated Sep 30, 2024

Access
Lifetime
Updates
Services Dashboard
Projects & Tasks
Meeting Management
Sessions Management
Finance Management
OKRs
CRM Dashboard
Automated Support
Automated Feedbacks
Proposal
Consulting Outline Process
Invoices
Network & Referral
Content Planner
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