ConsultingOS

ConsultingOS

Easily Create & Share Services, organize client information, schedule sessions, track progress, track your finance, automated support and feedbacks, and much more, all in one convenient location.

Easily Create & Share Services, organize client information, schedule sessions, track progress, track your finance, automated support and feedbacks, and much more, all in one convenient location.

Comprehensive Solution for coaches and consultants

The Notion Consulting OS is your all-in-one solution tailored specifically for coaches and consultants looking to streamline their business operations

The Notion Consulting OS is your all-in-one solution tailored specifically for coaches and consultants looking to streamline their business operations

The Services Hub Dashboard provides a fantastic overview of offerings, making it easy to track and optimize our services. Highly recommended!

Jessica

..

The ability to set deadlines and monitor progress in one place has significantly improved our workflow.
Excellent work!

Michael

..

I would definitely recommend these templates! They are easy to use, intuitive and ultimately, helpful! Thank you.

Amanda

Marketing Specialist

Marketing Specialist

Inside the ConsultingOS

Inside the ConsultingOS

Inside the ConsultingOS

Dashboard

Dashboard

Organize, Categorize, and Discover Your Consulting Process.

Organize, Categorize, and Discover Your Consulting Process.

Capture

Capture

Quickly add new service, client, project, task, session or meeting , and new note.

Quickly add new service, client, project, task, session or meeting , and new note.

Navigation

Navigation

Easy to Navigate: A clean and intuitive interface makes it a breeze to use.

Easy to Navigate: A clean and intuitive interface makes it a breeze to use.

OKRs

OKRs

Set goals, track progress, and measure success.

Set goals, track progress, and measure success.

Services Hub

Services Hub

A single dashboard. Manage offerings, track progress, and analyze performance to optimize your approach.

A single dashboard. Manage offerings, track progress, and analyze performance to optimize your approach.

CRM

CRM

Manage all clients in one place. Track leads and interactions.

Manage all clients in one place. Track leads and interactions.

Project & Task

Project & Task

Easily organize projects & tasks. Set deadlines, assign tasks, and track progress.

Easily organize projects & tasks. Set deadlines, assign tasks, and track progress.

Meetings & Sessions

Meetings & Sessions

Schedule & manage meetings and sessions. Capture notes & actions.

Schedule & manage meetings and sessions. Capture notes & actions.

Notes Management

Notes Management

Capture & organize all your notes easily.

Capture & organize all your notes easily.

Finance Tracker

Finance Tracker

Monitor income, expenses, & invoicing all in one place.

Monitor income, expenses, & invoicing all in one place.

Resource Hub

Resource Hub

Store all resources, templates, & materials in one place.

Store all resources, templates, & materials in one place.

Networking & Referrals

Networking & Referrals

Build & maintain professional connections. Track contacts & referrals.

Build & maintain professional connections. Track contacts & referrals.

Automated Support

Automated Support

Get your support tickets in one place

Get your support tickets in one place

Automated feedbacks

Automated feedbacks

Gather feedbacks with automated forms in one place.

Gather feedbacks with automated forms in one place.

Content Planner

Content Planner

Plan and organize your content and social accounts in one place.

Plan and organize your content and social accounts in one place.

Data in Charts

Data in Charts

Coming SOOOON.

Coming SOOOON.

Device-Friendly

Device-Friendly

Enjoy Seamless Access Across All Your Devices.

Enjoy Seamless Access Across All Your Devices.

Light & dark mode

Light & dark mode

Compatible with both light and dark modes. Choose What Suits You Best.

Compatible with both light and dark modes. Choose What Suits You Best.

Bonus Templates

Bonus Templates

Bonus Templates

Proposal Template

Proposal Template

Consulting Process Outline

Consulting Process Outline

Invoice Template

Invoice Template

Using The Template

Using The Template

Using The Template

The template is designed for easy navigation. The main dashboard provides central access to your OKRs, Service hub, Finance, CRM, Resources, Notes, Session or meetings, support and feedbacks plus a quick access to active tasks and projects, today sessions or meetings and active services

The template is designed for easy navigation. The main dashboard provides central access to your OKRs, Service hub, Finance, CRM, Resources, Notes, Session or meetings, support and feedbacks plus a quick access to active tasks and projects, today sessions or meetings and active services

The template is designed for easy navigation. The main dashboard provides central access to your OKRs, Service hub, Finance, CRM, Resources, Notes, Session or meetings, support and feedbacks plus a quick access to active tasks and projects, today sessions or meetings and active services

OKRs

OKRs

Define ambitious objectives, break them down into measurable key results, and track progress effectively to achieve your business goals.

Align and track goals.

Track and Analyze Milestone

Services Hub

Services Hub

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.

Organize all your Services

Project & Tasks Management

Track your Meetings & sessions

Comprehensive CRM

Comprehensive CRM

Centralize client information, track project progress, and manage invoices, proposals, and contacts in one place.

Manage your client relationships effortlessly. Track leads and client interactions in one centralized location.

Visualize the sales funnel

Keep client information organized

Related Projects, meetings, sessions and notes

Sessions & Meetings

Sessions & Meetings

Schedule and manage all your meetings and client sessions. Keep notes and action items organized for easy reference.

Quick Capture

Track Your Sessions & meetings Easily

Notes

Notes

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

By Category

Notes Tracker

Finance Management

Finance Management

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

Monitor balances

Record income and expenses

Share invoices

Resource Hub

Resource Hub

Store all your essential resources, templates, and materials in a single, easily accessible location

Automated support & feedbacks

Automated support & feedbacks

Gather feedbacks & support tickets effortlessly with automated forms and surveys in one place, helping you improve your services continuously

Networking & Referrals

Networking & Referrals

Build and maintain your professional network. Keep track of contacts and referrals to grow your business.

Content Planner

Content Planner

Expand your online reach and engage your audience with our comprehensive social media management solution.

Easily manage multiple platforms and content.

What the ConsultingOS Offers?

What the ConsultingOS Offers?

What the ConsultingOS Offers?

Lifetime Access

Pay once, use forever

Template Updates

Get All Future Updates

Multi-Device

Access Across All Your Devices.

PRICING TABLE

Pay once, use forever

Pay once, use forever

Unlock the power of the ConsultingOS with a one-time payment.

Unlock the power of the ConsultingOS with a one-time payment.

No recurring fees or hidden costs.

Limited-time offer, the price will increase soon.

Limited-time offer, the price will increase soon.

Limited-time offer, the price will increase soon.

Notion Second Brain Life OS
ConsultingOS

Optimize Your Consulting

$49

One time payment

ConsultingOS

Priority support

Complete instructions

Lifetime access & updates

Customizable & easy-to-use

Get It Now $49

Payments are secure & encrypted

Notion Second Brain Life OS
Notion Complete Bundle

Gain Access to Everything

$299

$625

One time payment

50% Off - Limited Time Offer

ConsultingOS

+15 premium Notion systems

+30 additional Notion templates

Future templates

Future Updates

Over $625+ value

Lifetime access & Support

Priority support

Get it now $299

Payments are secure & encrypted

Created by Notion Certified Expert

Created by Notion Certified Expert

With my Notion templates, I assist freelancers and business owners in their growth journey. Proudly serving over 10,000 clients and delivering more than 30,000 Notion templates globally.

With my Notion templates, I assist freelancers and business owners in their growth journey. Proudly serving over 10,000 clients and delivering more than 30,000 Notion templates globally.

What Customers Are Saying!

What Customers Are Saying!

Frequently Asked Questions

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