Consulting Dashboard

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Freelance

Streamline Your Consulting and Coaching Business with This Notion Dashboard


Overview

making it easy to manage your clients, projects, sessions, meetings, and tasks in one place.

Features:

  • Services: Organize and manage your range of consulting services and including descriptions

  • Clients CRM: Maintain a robust client database, tracking contact information, project history, and key interactions.

  • Projects: Plan, track, and manage projects from start to finish

  • Meetings or Sessions: Schedule, document, and follow up on meetings and client sessions with ease.

  • Tasks: Break down projects into manageable tasks, assign responsibilities, and track progress towards completion.