Top 16 Notion Templates for Consultants (Free & Paid)

Top 16 Notion Templates for Consultants (Free & Paid)

A practical curated collection of Notion templates for consultants in 2025, ideal for organizing client work, managing projects and improving workflow clarity.

Dec 20, 2025
Consultants help businesses optimize and manage projects, clients, and workflows efficiently. Notion consultants templates streamline daily tasks, client management, and project tracking for consulting professionals. Benefits include organized workflow and improved productivity, as detailed below.
  • Improved Organization: Centralize client and project data for easy access.
  • Enhanced Productivity: Automate workflows and track tasks efficiently.
  • Better Client Management: Monitor client progress and communications seamlessly.
  • Customizable Templates: Adapt templates to match specific consulting practices.
This list of top Notion templates for consultants was carefully curated based on usability, features, and user feedback. Explore the templates to find the best fit for your consulting needs.

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Consultant Dashboard Template | $4

By Lauren’s World
A dedicated workspace designed to help consultants manage multiple projects, track "value add," and stay organized during client engagements, based on Big 4 consulting experience.
  • Manage different spaces for each client project
  • Track meeting notes and important links
  • Monitor your "value add" for performance reviews
  • Organize trainings and internal projects
  • Simple to use and beginner-friendly
  • Personalize with included banner sets
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Consulting Business OS Template | $47

By Pika
A complete Notion workspace designed to simplify operations for consultants and freelancers, centralizing clients, projects, and finances in one powerful system.
  • Track leads and active clients in a CRM
  • Manage projects, deliverables, and deadlines
  • Log coaching sessions and call outcomes
  • Create and track proposals and contracts
  • Manage invoices and monitor business expenses
  • Define service packages and pricing
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Consultant's Hub Template | FREE

By Ruth
A holistic workspace designed to act as a "second brain" for new or growing consultants, helping you scale your services with organized resources and prompts.
  • Scale your services with a structured hub
  • Access integrated tips and resources
  • Use built-in prompts for better consulting
  • Organize client projects and deliverables
  • Manage your daily consulting tasks
  • A holistic system for professional growth
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Consultant OS Template | $69

By Nation4Business
A robust, all-in-one Notion workspace designed to help consultants manage their entire business lifecycle, from lead generation to final invoice.
  • Centralized dashboard for a complete business overview
  • Integrated CRM to manage client relationships
  • Track active projects and specific deliverables
  • Monitor income, expenses, and outstanding invoices
  • Manage tasks and daily priorities efficiently
  • Store resources, contracts, and business templates
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Business Development Consultant Dashboard (Lite) Template | FREE

By Ian Dikhtiar
A streamlined dashboard designed for business development consultants and agency owners to organize team roles, client relationships, and project requirements.
  • Streamline team management and assignments
  • Track client details and contracts in a CRM
  • Organize projects, tasks, and deadlines
  • Track client requirements and assets
  • Enhance operational efficiency for agencies
  • Simple layout for managing multiple clients
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Consultant OS Template | $5

By That Template Dude
A clean, all-in-one operating system designed to help independent consultants manage their clients, projects, and finances without the clutter.
  • Manage your client pipeline and CRM
  • Track active consulting projects and tasks
  • Organize meeting notes and deliverables
  • Track invoices and business expenses
  • A central hub for your service offerings
  • Minimalist design for maximum focus
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Strategy Consultant SOPs Template | $29

By SOPs
A professional framework designed to standardize the high-level workflows of strategy consulting, ensuring consistency and quality across every client engagement.
  • Document standard research methodologies
  • Protocols for client interviews and workshops
  • Templates for strategy decks and deliverables
  • Quality assurance checklists for final reports
  • Guidelines for data analysis and modeling
  • Onboarding guide for new analysts and associates
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Consultant Project Navigator Template | FREE

By Nation4Business
A focused tool for consultants and freelancers who need to manage project execution, status, and deadlines without the complexity of a full CRM.
  • Organize projects by planning, in-progress, or on-hold
  • Track start and end dates visually
  • Break work down into actionable tasks
  • Automatically highlight high-priority items
  • View your project pipeline on a Kanban board
  • Monitor budget vs. actual costs
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Consulting Session Log Template | FREE

By Pika
A streamlined, free template designed specifically to track client calls, meetings, and outcomes, acting as a simple history of your client interactions.
  • Log all sessions, calls, and meetings
  • Link each session to specific clients
  • Record summary notes and key takeaways
  • Track outcomes and next steps for every call
  • Quickly view your entire session history
  • Simple entry point for organizing client notes
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Consultant Client Ledger Template | FREE

By Nation4Business
A lightweight client management hub designed to centralize contact details, track relationship status, and identify your most valuable clients.
  • Centralize client contact details and industry info
  • Track status (Lead, Active, Past)
  • Link contracts directly to client profiles
  • Identify high-value relationships instantly
  • Visualize your client base with built-in charts
  • Perfect for small agencies needing a quick CRM
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Consulting Project Execution Template | FREE

By Angel Rivet
A structured workspace for managing the daily execution of consulting projects, ensuring tasks are clear and deadlines are met.
  • Manage daily tasks and project milestones
  • Track project phases from kickoff to delivery
  • Organize client resources and documents
  • Monitor team progress on key deliverables
  • Simple, clean layout for focus
  • Ideal for solo consultants managing execution
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Consultant Deliverables Tracker Template | FREE

By Nation4Business
A specialized tool to ensure you never miss a client delivery. It tracks every output, its review stage, and due date to keep projects moving smoothly.
  • Tie every deliverable to a specific project
  • Track review stages (Pending, In Review, Approved)
  • Highlight overdue items instantly
  • Ensure timely, clear outputs for clients
  • Visual pie charts for status overview
  • Keep client promises on track
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Business Consulting Starter Kit Template | FREE

By Notion
A foundational toolkit designed to get your consulting practice off the ground, covering the essentials from client management to project tracking.
  • Manage client relationships and key contacts
  • Track project timelines and deliverables
  • Monitor revenue and business expenses
  • Collaborate with your team on tasks
  • Store essential consulting frameworks
  • Simple, ready-to-use structure for new firms
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Consulting Website - LITE-XP Template | $10

By CSK
A streamlined Notion template that doubles as a professional website, allowing you to showcase your consulting services, team, and testimonials to the world.
  • Clean, modern layout for a professional web presence
  • Showcase your services and service packages
  • Highlight team member bios and expertise
  • Display client testimonials and social proof
  • Easy to update and publish directly from Notion
  • A simple alternative to complex website builders
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Case Interview Guide for Consulting Template | FREE

By AB Shrestha
A comprehensive study companion designed to help aspiring consultants master frameworks, practice cases, and ace the interview process.
  • Access a library of common consulting frameworks
  • Track your practice case performance and feedback
  • Prepare for behavioral interview questions
  • Organize mental math drills and resources
  • Keep a log of upcoming interview dates
  • Structure your prep to crack the case
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Consulting Dashboard Template | FREE

By Abdo Karmalla
A comprehensive Notion system designed to help consultants and freelancers streamline their business, managing everything from client relationships to financial tracking in one view.
  • Manage clients and leads in a simple CRM
  • Track projects from proposal to completion
  • Monitor business income and expenses
  • Organize daily tasks and to-do lists
  • Store meeting notes and project documents
  • Set and track annual business goals
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To choose the right Notion consultant template, assess your business size, consulting style, and specific needs. Select templates that align with your workflow for maximum effectiveness and efficiency.

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FAQs

What is a consultant template?
A consultant template in Notion is a pre-designed tool to manage client data, projects, and workflows tailored for consulting services.
Why use Notion for consultants?
Notion offers customizable, all-in-one workspace features that help consultants organize tasks, notes, and client info efficiently.
What features should a consultant template include?
Key features include project tracking, client management, task lists, timelines, and reporting dashboards.
Can templates be customized?
Yes, Notion templates can be modified to suit individual consulting processes and preferences.
How does a consultant template improve productivity?
It centralizes information, reduces manual tracking, and automates repetitive tasks, saving time and effort.
Are these templates suitable for all consulting types?
Most templates are flexible and can be adapted for various consulting fields like business, marketing, or IT.
Can multiple users collaborate using these templates?
Yes, Notion supports multi-user collaboration, allowing teams to work within the same template in real-time.
Do I need Notion experience to use these templates?
Basic familiarity with Notion helps, but most templates are user-friendly with instructions included.
How often should I update my consultant template?
Regular updates based on evolving business needs and client feedback ensure the template remains effective.
Can these templates integrate with other tools?
While Notion has limited direct integrations, data can be exported or linked with other software using available features.