Consultant OS — The All-in-One Operating System for Consultants

Consultant OS is a complete Notion workspace built for consultants, freelancers, and agencies who want to manage clients, projects, contracts, invoices, and deliverables in one streamlined system.

Instead of juggling multiple tools, Consultant OS gives you everything connected — so you always know where your clients stand, which projects are active, what tasks are due, and how much revenue is coming in.

What You Get

1️⃣ Clients Hub

• Store all client information in one place.
• Track client status (Lead, Active, Inactive, Past).
• Segment by industry, value, or status.
• Views: Active Clients, High Value Clients, Clients by Industry.
• Charts: Clients by Status, Revenue per Client.

2️⃣ Projects Manager

• Plan, track, and complete client projects.
• Stay on top of budgets vs. actual costs.
• Connect tasks and deliverables to projects.
• Views: Project Pipeline, Active Projects, Upcoming Deadlines.
• Charts: Budget vs Actual Cost, Projects over Time.

3️⃣ Task System

• Break down work into actionable steps.
• Assign tasks by priority and status.
• Calendar view to never miss a deadline.
• Views: My Tasks, Kanban Board, High Priority, Upcoming Deadlines.
• Charts: Tasks by Status, Tasks by Priority, Estimated vs Logged Hours.

4️⃣ Deliverables Tracker

• Track project deliverables from start to delivery.
• Spot overdue or pending reviews instantly.
• Views: Pending Review, Overdue Deliverables.
• Charts: Deliverables by Status.

5️⃣ Contracts Dashboard

• Centralize agreements with all clients.
• Highlight high-value or expiring contracts.
• Views: Active Contracts, Expiring Soon, High Value Contracts.
• Charts: Contract Value by Client, Active Contracts Over Time.

6️⃣ Invoice & Revenue Tracker

• Monitor cash flow and unpaid invoices.
• Sort by client, project, or due date.
• Views: Unpaid Invoices, Overdue Invoices, This Month’s Invoices.
• Charts: Revenue per Month, Invoices by Status, Top Clients by Invoice.

7️⃣ Knowledge Base (Bonus)

• Store SOPs, frameworks, templates, and notes.
• Link resources directly to projects and clients.
• Views: By Category, Recent Notes, Linked to Projects.

Visual Dashboards & Analytics

Every database is paired with pre-built views and charts, so you can switch between tables, kanban boards, calendars, and analytics dashboards instantly — no setup needed.

Why Consultants Love It

✅ One system to manage the entire consulting workflow.
✅ Pre-configured dashboards with zero setup.
✅ Client → Project → Task → Deliverable → Invoice all linked seamlessly.
✅ Scales from solo freelancers to full consulting teams.
✅ Saves hours every week by replacing 5+ tools.

Who It’s For

• Freelancers managing multiple clients
• Independent consultants handling contracts & deliverables
• Small consulting agencies needing a connected system
• Anyone tired of scattered spreadsheets and messy tools

What Makes Consultant OS Premium

While free templates give you focused tools (like client trackers or project boards), Consultant OS brings everything together in one connected system. No silos. No gaps. Just clarity from start to finish.

👉 Get Consultant OS today and run your consulting business like a pro — all inside Notion.