Orabeam Notion systems that survive a busy week.

Consultant OS

Deals aren't lost on price. They're lost on silence.

$39 Get the template one-time payment

Notion template4 pages2 databases8 documented views

Consultant OS cover

What this is

Consultant OS has three pieces: Client Tracker (who, what stage, what's next), Proposal Pipeline (the rules the stages move by), and Invoice Tracker (who owes you money and what you keep). That's it. If you feel the urge to add a fourth, read the Start Here page again.

Setup

Running in three steps

No integrations, no API keys, no formulas to repair.

Buy

Pay once on Gumroad. The template link lands in your inbox straight away.

Duplicate

Open the link and hit Duplicate. The page, the databases, the columns and the example rows land in your own workspace.

Start

Open Start Here and follow the daily rhythm. It is a short read, and it is the only page you have to read.

The method

What is inside, page by page

Every column and every view below is written into the spec this template is built from, so what you duplicate is what you read here.

Start here

Start Here

The system works if you touch it three times: in the morning, after every conversation, and on Friday. Under ten minutes a day.

  • Morning — 5 minutes
  • After every conversation — 60 seconds
  • Friday — 15 minutes
  • Signing day
  • Once a quarter — 20 minutes
  • What to resist

The system

Client Tracker

The central database. One row = one client or one prospect. Do not keep two lists ("prospects" and "clients") — it is the same person at a different point in the relationship. The Stage field carries that difference, and a Board view grouped by Stage gives you the visual pipeline without duplicating a single row.

🎯 Clients

One row = one client or one prospect. Stage carries the difference.

Columns

  • Client Title
  • Stage Select · Lead / Qualified / Proposal / Negotiation / Signed / Lost
  • Value USD Number · Dollar
  • Last touch Date
  • Next action Text
  • Next action date Date
  • Notes Text

Views

  • All clientsTableThe default view. Every row, no filter — this is the one that ships as the database's first tab.
  • PipelineBoardgrouped by Stage — This is the proposal pipeline; there is no second database. Dragging a card changes the stage.
  • TodayTablefiltered: Next action date is on or before Today · sorted: Next action date ascending — The view you open every morning. If it is empty, your selling day is done.
  • Going staleTablefiltered: Last touch is before 1 week ago AND Stage is not Signed AND Stage is not Lost · sorted: Last touch ascending — You clear it on Friday.

Proposal Pipeline

Five stages. Not four, not seven. Each stage has an entry definition (what has to be true for a deal to sit there) and an exit trigger (the concrete action that moves it forward). If you cannot name the trigger, the deal is in the wrong stage.

  • 1. Lead
  • 2. Qualified
  • 3. Proposal
  • 4. Negotiation
  • 5. Signed
  • Lost is a stage, not a failure
  • The weekly check

Invoice Tracker

One row = one invoice. You create it the day the deal is signed, not the day you issue it — an invoice that does not exist in the tracker is an invoice that goes out two weeks late, or never.

🧾 Invoices

One row = one invoice, created the day the deal is signed.

Columns

  • Invoice Title
  • Client Text
  • Amount Number · Dollar
  • Cost Number · Dollar
  • Margin Formula · Percent
  • Status Select · Draft / Sent / Paid / Overdue
  • Due date Date

Views

  • OutstandingTablefiltered: Status is not Paid · sorted: Due date ascending · footer: Sum on Amount — That number is what the world owes you. Look at it Friday.
  • Past dueTablefiltered: Due date is before Today AND Status is not Paid · sorted: Due date ascending — This view should be empty. When it is not, the row in it gets a phone call, not an email.
  • By monthTablegrouped by Due date → Month · footer: Sum on Amount — Your cash forecast, honest only if you created the future rows on signing day.
  • Margin by clientTablegrouped by Client · footer: Average on Margin — Open it once a quarter. It will change who you call back first.

What's included

Everything you get on duplicate

  • 🧭 Start Here
  • 🎯 Client TrackerClients: 7 columns, 4 views
  • 📈 Proposal Pipeline
  • 🧾 Invoice TrackerInvoices: 7 columns, 4 views
  • 12 example rowsA worked example in every table, so the system arrives already breathing. Delete them when it is yours.
  • Duplicate straight into your own workspaceOne click. Nothing to install, no integration to connect.

Consultant OS

Deals aren't lost on price. They're lost on silence.

$39 Get the template one-time payment