Consultant CRM Kit + Playbook
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.











