Consultant Business Hub Notion Template

Description

CONSULTANT BUSINESS HUB — run your entire consulting practice from one connected Notion workspace. Add clients with a deal value and win probability and your weighted pipeline sizes itself; log billable hours against an engagement and utilization, progress, profit and margin update automatically; mark invoices paid and your Collected, Outstanding and Overdue totals track themselves; proposals, meetings, SOPs and quarterly goals all roll up onto one command-centre dashboard. Built for solo and independent consultants, advisors, coaches and boutique-agency operators who want ONE source of truth instead of ten scattered tools.
WHAT YOU GET (8 linked databases + dashboard):• Clients / CRM — weighted sales pipeline (Deal Value x Win %), stages, follow-up flags• Engagements / Projects — billable-hours utilization, task progress, profit & margin rollups• Tasks — tied to clients & engagements, due-date urgency flags, billable tracking• Proposals — value, status, Won Value total, win rate & ‘chase up’ age flags• Invoices / Finance — Collected, Outstanding & Overdue totals, per-engagement revenue• Meetings — calls, discovery & reviews with prep notes and upcoming flags• Knowledge / SOPs — playbooks, frameworks & templates with freshness review flags• Goals — quarterly objectives & key results with automatic progress• Command-Centre Dashboard — collected & outstanding revenue, weighted pipeline, tasks due, active engagements, pipeline, proposa