ConsultantOS Pro with AI

ConsultantOS Pro with AI is the complete operating system designed for consultants, advisors, strategists, and service experts who want a structured, intelligent workspace for managing every engagement.

Instead of using spreadsheets for clients, Notion pages for projects, Google Docs for proposals, and random apps for notes — ConsultantOS Pro organizes your entire consulting workflow into one powerful AI-enabled system.

From lead to invoice, every step of your consulting practice becomes smooth, clear, and efficient.

⭐ What You Get

1. Engagement & Client Manager

A consulting-grade CRM to organize all client relationships.

• Client profiles
• Engagement tracking
• Contract & document storage
• Communications log
• AI-generated client summaries
• Linked tasks, projects, and deliverables

This system replaces messy spreadsheets with clean, structured data.

2. Project & Deliverables Tracker

Manage your consulting work with total clarity.

• Project pipeline
• Deliverables board
• Milestones & timelines
• Task assignments (solo or team)
• Project notes + AI summaries
• Progress dashboards

No more losing track of commitments or deadlines.

3. Meeting Notes Hub

Professional notes for client calls, strategy sessions, and workshops.

• Clean note templates
• Tagging & client/project linking
• Action items built-in
• AI-generated summaries
• Follow-up reminders

Perfect for consultants who meet with clients frequently.

4. Proposal & Document Builder

Create high-quality consulting documents faster.

• Proposal templates
• SOW templates
• Audit reports
• Strategy documents
• Research summaries
• AI writing assistance built-in

Generate outlines, drafts, and finished documents instantly.

5. Research, Insights & Knowledge Library

A structured place to store everything you learn.

• Research notes
• Market insights
• Competitor analysis
• Framework libraries
• Case studies
• AI summary generator

Turn raw data into clarity effortlessly.

6. Billing, Retainers & Financial Dashboard

Track and manage all revenue channels.

• Invoice builder
• Retainer tracker
• Payment dashboard
• Project-wise revenue
• Expense log
• Outstanding dues view

Perfect for consultants who juggle multiple clients and billing models.

7. AI Consulting Engine

Your personal assistant for consulting work.

• Summarize client calls
• Draft proposals
• Outline reports
• Write emails
• Generate strategy options
• Structure recommendations
• Rewrite deliverables professionally

This is where your work becomes faster, smarter, and more polished.

8. Consultant Dashboard

A high-level control center showing:

• Today’s priorities
• Active engagements
• Pending deliverables
• Upcoming meetings
• Revenue overview
• Quick Add (task, client, note, deliverable)

Your entire consulting practice, at a glance — every day.

⭐ Perfect For

• Independent consultants
• Strategy advisors
• Coaches who consult
• Agency owners
• Designers, marketers, brand strategists
• Legal/tech/business consultants
• Fractional CXO roles
• Anyone offering professional advice or services

⭐ Why It Works

ConsultantOS Pro brings order, clarity, and focus to the unpredictable world of consulting.

You deliver better insights.
You manage projects more efficiently.
You scale your work without drowning in admin.

All with the power of AI + Notion.

One-time purchase. Fully customizable. AI-ready.