Optimize your consulting business with Notion. Our templates will help you manage clients, projects, and billing, all in one place. And features like task lists, invoicing, and client management make it easy to streamline paperwork and focus on what you do best.
1. Consulting CRM
This template will save you hours of time in trying to build your own CRM, set up databases, choose categories and link everything together. You don’t need to pay hundreds of dollars per year for CRM software when you can run your business simply through Notion, keeping everything in the one place.
2. Solopreneur Summer Workbook
Being a Solopreneur is hard, so fill out the workbook this summer🤓
Watch your sales soar in September! Time to make your biz account shine!
3. OptiOpp CRM
The OptiOpp CRM system implemented within Notion takes inspiration from the data model of Salesforce, a widely-used CRM platform. By leveraging the flexibility and customizability of Notion, this CRM aims to provide a comprehensive solution for managing customer interactions and improving sales processes.
4. Consultant Planner
This consultant planner provides a space for individuals, teams, or companies to manage their customers and projects, as well as keep track of their schedule. With all of this information in one place, it becomes easier to keep track of important deadlines and manage tasks efficiently. By using this planner, individuals, teams, or companies can increase their productivity and improve their overall performance.
5. Consultant's Hub
The Consultant's Hub helps new or growing consultants scale their services in a holistic, organized way. With tips, resources, integrated prompts and templates, the Consultant's Hub acts as a second brain to scale any consulting service.
