Consulting OS
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: Get your support tickets in one place.
✓ 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
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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. -
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. -
Can I share this with anyone else?
Private license only. sharing by directing others to this page. -
Notion has a free plan?
Yes -
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.
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Or email to: My Email
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