Consulting business os

Running a consulting or freelance business can get messy — juggling clients, calls, projects, invoices, and finances across multiple tools. Consulting Business OS 💼 is a complete Notion workspace designed to simplify and centralize your operations.

This template gives you everything you need to manage your business:

• 👥 Clients Database → track leads, active clients, and past clients in one place.
• 📂 Projects Manager → organize deliverables, deadlines, and progress.
• 🗣️ Sessions & Calls → log meetings, coaching sessions, and workshops with outcomes and next steps.
• ✅ Tasks Tracker → stay on top of daily work linked to clients and projects.
• 🧾 Invoices Hub → manage payments, due dates, and statuses.
• 📝 Knowledge Base → keep client notes, session notes, and resources structured.
• 🧩 Services & Offers → define your packages, pricing, and deliverables.
• 💰 Finance Dashboard → track revenue, expenses, profit, and outstanding invoices.
• 📅 Calendar → stay ahead with a unified view of sessions, deadlines, and payments.

Built with powerful relations and rollups, this system connects every part of your business — from the first client call to the final invoice. Whether you’re a coach, consultant, strategist, or freelancer, this OS will help you work smarter, stay organized, and grow with confidence.