Top 10 Paid Consulting Templates

This comprehensive Notion template streamlines client and project management, benefiting individuals, teams, and companies in several ways. It enables efficient organization of client details, project tracking, task assignment, and document management. By providing a centralized platform with intuitive interfaces and customizable features, it saves time, improves collaboration, and maximizes productivity. With quick access to key sections and pre-defined views, it facilitates seamless workflow management and ensures timely completion of projects.

This coaching OS solution empowers coaches and consultants to streamline their workflow by managing clients, scheduling sessions, tracking invoices & payments, staying on top of your goals, providing specialised coaching programs and monitoring clients progress with individual coaching portals and so much more. With its customizable structure and user-friendly interface,This all-in-one solution provides a centralised hub for managing and growing your coaching business

1. This helps accountants keep track of their finances with the help of 3 key financial reports, i.e. Balance Sheet, Profit and Loss and Cash Flow Statement.

2. Helps keep track of the income, expenses, assets and liabilities under one glance view

3. Provides Key Business Analytics such as Debt Payments, Bills Payments, Budgeting Analysis, Subscription Payments, Savings Assessments, Investments Performance and much more.

4. Provides key financial reports such as Business Finances, Cash Flow Overview, Tax Payments and Net Worth of the business.

5. Allows bookkeeping on a daily or monthly basis or even quarterly basis with the flexibility to view the transactions as per any defined period of your choice.

6. Available across all devices and platforms (including Windows, MacOS, Android or iOS platforms). Template is updated with Notion 2.0 formulas. Any customization or further support post purchase is available always.

Elevate your client experience through an exclusive invitation to your personalized client portal. Tailored for smooth, collaborative interactions, our portal is perfect for freelancers, brand designers, graphic artists, and agencies alike. Offering a holistic approach to project management, it fosters efficient teamwork and simplifies workflow. Use our innovative Notion template as a centralized hub for seamless document sharing and project tracking, reducing reliance on emails.

Are you a consultant, agency, or coach who spends a lot of time getting ready to do actual work (“Where’s that ONE email?”), tracking invoices, inefficiently juggling multiple projects and tasks for different clients with different deadlines...and other repetitive non-revenue-generating tasks?

This template will help you get organized, reduce overwhelm, and keep your clients happy...all while giving you back more of your most precious asset: time!

The template includes pre-written text and sections for onboarding, task management and support, coaching program delivery, and offboarding, enabling coaches to efficiently manage and engage with their clients.

ONBOARDING
• Start Here: Provide guidance and set expectations
• Contract: Simplify managing and signing your agreement
• Payment: Handle financials, payment schedules, invoices, and receipts
• Intake Questionnaire: Gather vital insights about your client

TASK MANAGER AND SUPPORT
• Task Manager: Keep track of and assign tasks, homework, action steps and more
• Message Center: Answer questions, offer guidance, and share updates with client
• User Guide: Pre-written guide to walk your client through every aspect of the portal

COACHING PROGRAM DELIVERY
• Course: Organize and deliver your curriculum and course content
• Coaching: A hub for organizing your coaching sessions and policies
• Notes & Homework: Boost accountability and drive engagement with pre-written Session Prep Forms, Coaching Notes, and Homework
• Resources: Equip your clients with a curated collection of resources

OFFBOARDING
• Recap: Recap your journey and celebrate their wins.
• Reflect: Deepen clients' insights and self-awareness with prompts and exercises
• Feedback: Gather their thoughts and feedback so you can improve
• Next Steps: Share your other offers for continued support and encourage referrals

→ Includes instructions to make the template your own and how to share the portal with clients

Sprints, Projects, & Tasks: Enable seamless organization, goal-oriented progress, and better team synchronization.

Time Tracking: Increase transparency and ensure accurate billing.

Updates: Easily give updates and keep clients informed and engaged in project progress.

All Client in One Dashboard: View all of your client-related activities in one place.

The Coaching Client Portal is a comprehensive tool that streamlines the coaching process and enhances the client experience. It includes pre-written text and sections for onboarding, task management and support, coaching program delivery, and offboarding, enabling coaches to efficiently manage and engage with their clients. From contract management and payment handling to organizing coaching sessions, notes, and resources, this versatile template ensures a seamless and impactful coaching experience for each client.

Experience a seamless and efficient client management process with the Notion Client Portal. Designed specifically for agencies and freelancers, this powerful Notion template acts as a shareable client portal, streamlining client onboarding, project organization, and productivity.

With the Notion Client Portal, say goodbye to time-consuming onboarding procedures and scattered project details. Impress your clients with a smooth onboarding experience through a organized page that captures all essential information. Seamlessly centralize project files, communication logs, and documents, ensuring a clutter-free workspace that encourages collaboration. Elevate your client relationships and accelerate your success with the Notion Client Portal – the ultimate solution for streamlined client management.

Simplify your consulting operations with this all-in-one CRM template designed for managing client relationships and business workflows. Track sales leads from inquiry to completion, organize client details, and maintain communication logs effortlessly. This template empowers your team to stay on top of client follow-ups and streamline daily tasks, all while providing a user-friendly interface.

Key features include client segmentation, task assignments, sales tracking, and dynamic dashboards for a complete overview of your operations. Whether you’re managing client builds or keeping team goals in focus, this CRM adapts to your needs. With mobile app access, you can stay productive and responsive from anywhere. Perfect for consultants and freelancers aiming to enhance productivity, organization, and client satisfaction.