Notion template membership for consultants

Run your consulting practice from one calm Notion workspace

Client CRM, project tracker, proposals, invoicing overview and onboarding portal. One membership, a growing library, updates included.

The workspace, one template at a time

Five templates cover the core of a solo practice. Each is customizable, and the library keeps growing.

Template

Client CRM

Every client, contact and conversation in one database, so nothing lives in an email thread you have to dig for.

Template

Project tracker

See what is in delivery, what is due next and what is waiting on a client, without a spreadsheet to babysit.

Template

Proposals

Draft scope, deliverables and terms from a consistent structure, then keep each proposal linked to its client.

Template

Invoicing overview

A clear view of what is sent, paid and outstanding across your practice, tied to each project.

Template

Onboarding portal

A tidy starting point for new clients: what you need from them, what happens next, and where to find it.

A clean, reliable system for clients, projects and delivery.

The old wayClients scattered across spreadsheets, email threads and loose docs

With FoldworkOne workspace where clients, projects and delivery are linked

The old wayBuying a single template at a time, then starting over for the next job

With FoldworkOne membership unlocks a growing library of matching templates

The old wayTemplates that go stale and break when you need them

With FoldworkA maintained library, with updates included

What the membership includes

One subscription, built for independent consultants running their own practice.

  • Client CRM Clients, contacts and next steps in one place.
  • Project tracker Delivery status from kickoff to handover.
  • Proposals A consistent structure for scope and terms.
  • Invoicing overview What is sent, paid and outstanding.
  • Onboarding portal A clear start for every new client.
  • A growing library New templates added to the membership.
  • Updates included Maintained templates, no repurchasing.

Questions, answered plainly

Who is Foldwork for?

Independent consultants running their own practice, typically with a handful of active clients at a time. Freelance creatives can use it too.

Do I need to know Notion?

No. Each template is ready to use and can be customized to fit how you work.

What is in the membership?

A client CRM, project tracker, proposals, an invoicing overview and an onboarding portal, plus a library that keeps growing.

How is this different from buying single templates?

One membership unlocks a maintained library, with updates included, instead of one-off purchases that you have to piece together.

When can I join?

Leave your email below and we will let you know when the membership opens.

Join the membership

Leave your email and we will tell you when Foldwork opens. One calm workspace for your whole practice.

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