ConsultingOS
Your all-in-one solution for coaches and consultants.
Services, CRM, OKRs, projects, finance, and session notes: everything to run a consulting practice from one dashboard, with lifetime access and future updates included.
4.9 star average rating from 50,000+ Notion users
Instant Notion duplicate link at checkout. Lifetime access. Every future update included.
What changes once it's in your workspace.
Run the whole practice from one dashboard
No more service tracker, CRM, and calendar living in three different apps you have to keep in sync yourself.
Never lose a lead in your inbox again
The CRM and sales funnel keep every prospect visible from first contact to signed client.
Turn sessions into paperwork automatically
Meeting notes convert into action items your clients can actually follow up on.
See your income before the invoice clears
The finance tracker keeps cash flow visible without a spreadsheet on the side.
Every module, mapped out.
Services Hub
A single dashboard to manage offerings, track progress, and analyze performance metrics.
CRM
Centralize client information, manage leads, track interactions, and visualize your sales funnel.
OKRs
Set goals, track progress, and measure success with milestone analysis.
Project & Task
Organize projects and tasks with deadline setting and progress tracking.
Meetings & Sessions
Schedule, manage, and capture notes with action items after every call.
Finance Tracker
Monitor income, expenses, and invoicing in one place.
Notes Management
Capture and organize notes by category for easy retrieval.
Resource Hub
Store resources, templates, and materials in one accessible location.
Networking & Referrals
Build professional connections and track contacts and referrals.
Automated Support & Feedback
Centralize support tickets and gather client feedback through automated forms.
Content Planner
Manage multiple social media platforms and content from one calendar.
Bonus templates and resources
- Proposal template
- Consulting process outline
- Invoice template
People running ConsultingOS today.
“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.”
Michael
“I would definitely recommend these templates! They are easy to use, intuitive and ultimately, helpful!”
Amanda, Marketing Specialist
Try it in your own workspace, right away.
Checkout hands you an instant duplicate link, so you can see the whole system inside your own Notion in under a minute. If anything's not working as expected, reach out and it gets sorted directly with me, not a support queue.
Before you buy ConsultingOS.
Notion is a free, all-in-one workspace app for notes, databases, docs, and project management. ConsultingOS is built to run entirely inside it.
A pre-built set of Notion pages, databases, and views with the structure already done. You duplicate it into your own workspace and start using it immediately instead of building it from scratch.
Checkout gives you an instant duplicate link. One click copies the entire system into your own Notion workspace.
No. ConsultingOS runs on Notion's free plan. Upgrading to a paid Notion plan unlocks extras like guest access for client-facing portals, but it isn't required to use the template.
Reach out through the contact page and it gets handled directly.
Get ConsultingOS in your workspace today.
One-time payment. Lifetime access. Every future update included.