Introduction

Welcome to Consultant’s Hub, an intuitive tool for

<aside> <img src="/icons/star-of-life_purple.svg" alt="/icons/star-of-life_purple.svg" width="40px" /> Customize the template and make it your own!

To start, please go to the top right hand corner of this template and duplicate it. This will transfer the entire template to your own Notion account. Notion is free to use for individuals.

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I’ve included instructions throughout the template in call out blocks like these to help you make this template your own. Some helpful prompts and resources have also been included for you. If you love these tips and prompts, you can subscribe to my newsletter for more.

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Click to Start

<aside> <img src="/icons/triangle-alternate_purple.svg" alt="/icons/triangle-alternate_purple.svg" width="40px" /> Content Strategy

Plan Content Strategy

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<aside> <img src="/icons/promoted_purple.svg" alt="/icons/promoted_purple.svg" width="40px" /> Your offer

Define my offer

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Dashboard

Quick Links

Database Planner

Clients

Tasks Manager

Plan Content Strategy

Shared Resources

Resource Bank

Databases

Categories

Topics

Goals Planner

<aside> <img src="/icons/bullseye_purple.svg" alt="/icons/bullseye_purple.svg" width="40px" /> Goals

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<aside> <img src="/icons/bullseye_purple.svg" alt="/icons/bullseye_purple.svg" width="40px" /> Tasks

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<aside> <img src="/icons/bullseye_purple.svg" alt="/icons/bullseye_purple.svg" width="40px" /> Upcoming Tasks

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Knowledge Base

Populate this with all your consulting tips. Pair it with your Resource Bank. Currently, I’ve left some resources from my other template, Mentorship Hub, as a reference from how you can use your knowledge base.

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<aside> <img src="/icons/star-of-life_purple.svg" alt="/icons/star-of-life_purple.svg" width="40px" /> Track your consulting sessions!

  1. Hover over any date on the calendar - at the left hand corner you’ll see a + to add a new consulting session.
  2. Select the client whom you wish to link the consult to (you can link multiple consults).
  3. Add any outstanding tasks to the Property “Task Manager” (add as many as you like).
  4. Need to reschedule? Simply click and drag the card to any other date.