Consultant CRM Kit + Playbook

Consultant CRM Kit + Playbook is a project management product available on the Whop marketplace, created by successecomcapital and launched in July 2026.

Most "consultant" Notion templates are freelancer kits with a new label — one client, one contact, straight into a project. Real consulting doesn't work that way: your client is a company with several stakeholders, and there's almost always a formal proposal stage before any of them sign off on work. This kit is seven connected Notion databases built specifically for consultants: Companies, Stakeholders, Proposals, Engagements, Deliverables, Communication Log, and Invoices. Log a company once, and it connects to every contact, every proposal, every engagement, and every invoice tied to it automatically. Works fully on Notion's Free plan. Nothing else to buy or connect. This bundle includes the Consultant Playbook — a step-by-step guide covering every field and view, plus full walkthroughs for running your proposal pipeline and your weekly rhythm end to end.

Consultant CRM Kit + Playbook has offers free access.

Consultant CRM Kit + Playbook offers a 30% affiliate commission for promoters. Track Consultant CRM Kit + Playbook's estimated revenue, member growth trends, and competitive market position on Whop Trends.