Kick off clients faster, centralize requirements, and run predictable projects to increase retention and revenue
Notion/Template dashboard files: Clients database, Projects database, Team database, Customer Assets hub, Calendar views, Templates, and setup guide.
Stop juggling chaos
Your agency wastes hours chasing files, deadlines, and client notes across scattered tools. The Business Development Consultant Dashboard (Lite) centralizes clients, projects, and team workflows so you run more work with less friction. Turn reactive firefighting into predictable delivery.
Make onboarding painless
New clients and team members should be productive from day one — not buried in admin. This dashboard gives you reusable templates, a client assets hub, and simple team assignments so every launch follows a proven playbook. Spend time on strategy, not setup.
Keep clients in the loop
No more missed expectations or confusing email threads with stakeholders. Use the Clients and Customer Assets databases to track contracts, deliverables, and feedback in one place, so your clients always know what’s next. That clarity keeps retention and referrals high.
Ship projects predictably
Projects break when accountability is murky and tasks slip through the cracks. The Projects database and task assignment views enforce ownership, deadlines, and progress checks so you meet commitments reliably. Your team focuses on output, not excuses.
Scale without chaos
As your agency grows, processes that worked for one client collapse under volume. The Lite dashboard standardizes workflows and makes repeatable work easy to delegate and monitor. You scale revenue without scaling headaches.
What you get — built for impact
A compact, high-impact agency OS that removes admin bottlenecks and increases delivery speed. Designed for consultants and small agencies who need structure without complexity.
- Centralized client records that reduce project kick-off time by up to 70%
- Reusable project templates so launches are consistent and fast
- Team database with roles and assignments to eliminate task confusion
- Customer Assets hub to track requirements, deliverables, and approvals
- Calendar and deadline views that prevent missed milestones
- Exportable reports and client-ready summaries for frictionless billing