ConsultantOS — The Operating System for Consultants & Agencies

Streamline clients. Structure deliverables. Scale smarter.
ConsultantOS is a modern, Notion-powered operating system for consultants, agencies, and advisors — designed to replace messy spreadsheets, scattered docs, and clunky project trackers.

Whether you’re a solo strategist or running a small team, ConsultantOS helps you manage clients, projects, billing, meetings, and assets — all in one organized, customizable dashboard.

✨ Why ConsultantOS?

Most consultants struggle with admin overload: disorganized client notes, missed follow-ups, outdated deliverables, and project chaos. ConsultantOS fixes this with:

• 🧑‍💼 Client Manager → Track discovery, onboarding, deliverables, and outcomes
• 📁 Project Tracker → Map timelines, tasks, and milestones for every project
• 🧾 Invoices & Payments → Stay on top of billing, due dates, and payment logs
• 📊 Performance Dashboard → Visualize progress, outcomes, and revenue
• 🧠 Knowledge Vault → Templates, case studies, SOPs, and reusables
• 📅 Meeting Hub → Notes, agendas, recordings — all in one place

🚀 Key Features

• Built on Notion — intuitive, elegant, 100% customizable
• Done-for-you templates for client projects & retainer workflows
• Easy tracking for active projects, deadlines, and tasks
• Proposal, contract & invoice templates
• AI-powered summary prompts for meetings, updates & strategy decks
• Optional lead tracker, email follow-up board & onboarding pipeline

👤 Who It’s For

• Independent consultants
• Boutique agencies & advisors
• Marketing, ops, or business strategy experts
• Freelancers scaling into full-time consulting

💡 Why Not Use Other Tools?

CRM + Sheets + Docs + Slack = chaos.
ConsultantOS brings it all together — your process, delivery, and clients — into one visual system.

• No SaaS fatigue: buy once, use forever
• Easy to learn, even easier to customize
• Built by operators for operators — not just another productivity template

📊 Impact So Far

• Used by 500+ consultants across 12+ industries
• Helps consultants save 5–10 hours/week on admin
• Increased project clarity, client retention, and cashflow visibility

🔑 What You Get

• Instant access to ConsultantOS (Notion-based)
• Setup walkthrough & customization guide
• Proposal, contract & invoice templates included
• AI prompt pack for decks, updates & feedback loops
• Lifetime updates
• No recurring fees

💰 Price

$99 one-time — Own it forever. Customize at will.

🚀 Start Consulting Like a Pro

Stop duct-taping tools. Start delivering with clarity.

👉 Get ConsultantOS now and streamline your client workflow.