Top Consulting templates

Optimize your consulting business with Notion. Our templates will help you manage clients, projects, and billing, all in one place. And features like task lists, invoicing, and client management make it easy to streamline paperwork and focus on what you do best.

46 Templates
A template preview for Client Portal for Onboarding and Collaboration
A template preview for Simple Client Tracker
A template preview for Coaching Client Portal
A template preview for Consultant Dashboard
A template preview for Client + Project + Task Management
A template preview for Consulting OS
A template preview for Sprint Client Portal
A template preview for business dashboard
A template preview for Problem Solving - 9 Top Consulting Frameworks
A template preview for Client Portal
A template preview for Coaching Proposal
A template preview for Accountant Bookkeeping
A template preview for Second Brain for vCISOs
A template preview for Coach Dashboard [Premium]
A template preview for Hub for your client
A template preview for Ecommerce Website Commissioning Checklist
A template preview for Client Portal
A template preview for Client Portal Dashboard
A template preview for HubSpot Onboarding Client Portal
A template preview for Coaching Business OS
A template preview for Coaching Client Portal
A template preview for Creative Project Management Dashboard

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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