Consulting Studio OS
Run your consulting practice in Notion around the statement of work: pipeline, engagements, budget burn, deliverables, time and invoices. Notion template, $19. You get a PDF with the Duplicate link. Click Duplicate to copy it into your free Notion workspace.
$19.00
Product Details
Run your consulting practice from a single Notion workspace built around the way consultants actually sell and deliver: the statement of work.
Consulting Studio OS is a business operating system for independent consultants and small consulting firms in strategy, marketing, operations, HR and IT. Every engagement is a SOW with a fixed fee, hourly budget or retainer, and the template tracks how much of that budget you have burned, which deliverables are waiting for client approval and what is still unpaid.
What’s inside
- Front dashboard with Today, This week, Pipeline, Engagements, Money and Knowledge sections
- 5 hub pages: Clients & Pipeline, Engagements & Deliverables, Time & Invoices, Meetings & Actions, Knowledge Library
- 9 connected databases: Clients, Opportunities, Engagements, Deliverables, Time Log, Meetings & Notes, Action Items, Invoices, Knowledge Library
- Two-way relations: open any engagement and see its deliverables, time entries, meetings, action items and invoices together
- Pipeline board with weighted value (value x probability) and a weighted value by stage chart
- Engagement budget burn: hours logged, hours remaining, burn % with a text progress bar, budget health (Healthy, At risk, Over budget) and effective hourly rate
- Deliverable approval board: Not started, In progress, Client review, Approved, with approver, approval date and an overdue flag
- Meeting notes with decisions, risks and linked action items (Done, Overdue, This week, Upcoming)
- Invoices with automatic status (Paid, Overdue, Due soon, Open) and days overdue
- Knowledge library for frameworks, SOW templates, checklists and case studies
- Calendar, board, timeline, gallery and chart views
- Weekly review routine built into the dashboard
- Realistic sample data so you can see every formula working before you start
Who it’s for
- Independent consultants
- Small consulting firms in strategy, marketing, operations, HR and IT
- Consultants who sell fixed-fee, hourly or retainer engagements
What you get
- A link to duplicate the template into your Notion workspace
- Start Here setup guide inside the template
- 8-page PDF setup guide
How delivery works
You get a PDF with the Duplicate link. Click Duplicate to copy it into your free Notion workspace.
- Buy and download the PDF with your template link.
- Open the link and click Duplicate (log in to Notion first; the free plan works).
- Open the Start Here page and follow the setup steps.
Good to know
- Digital product: nothing physical is shipped.
- You need a Notion account (the free plan works).
- Works on the free Notion plan; chart views may be limited on the free plan.
- Currency and options are fully editable.
- Sample data is fictional. Planning tool only, not financial or tax advice.
- Notion is a trademark of Notion Labs, Inc.; this is an independent template.
New to Notion? Create a free account (affiliate link: I may earn a commission at no extra cost to you).
Watch the full walkthrough: youtube.com/watch?v=JLEqglDqYWc
