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Consultant CRM Kit + Playbook

€83.75€67Save 20%

Stop losing deals to the wrong contact and proposals nobody tracked

Most "consultant" Notion templates are freelancer kits with a new label —

one client, one contact, straight into a project. Real consulting doesn't

work that way: your client is a company with several stakeholders, and

there's almost always a formal proposal stage before any of them sign off

on work.


This kit is seven connected Notion databases built specifically for

consultants: Companies, Stakeholders, Proposals, Engagements,

Deliverables, Communication Log, and Invoices. Log a company once, and it

connects to every contact, every proposal, every engagement, and every

invoice tied to it automatically.


Works fully on Notion's Free plan. Nothing else to buy or connect.


This bundle includes the Consultant Playbook — a step-by-step guide

covering every field and view, plus full walkthroughs for running your

proposal pipeline and your weekly rhythm end to end.

Frequently asked questions
Consultant CRM Kit + Playbook | Whop