After a client says yes, what do they see first? For many solo consultants it's a scatter of links: a form here, a booking page there, a welcome email written from scratch.

This ready-made Notion template gives every new client the same clear start. Clients fill in a 10-question intake form that creates their record in your Clients database. Each record opens with a standard onboarding checklist: SOW signed, deposit received, kickoff held, access granted, first deliverable sent, 30-day review. A ready-to-edit welcome email walks clients through what happens next, and a dashboard shows your pipeline by status and your upcoming start dates.

It's built for independent consultants selling Discovery, Project or Retainer engagements, and every package name, question and field is editable. A "Start here" section walks you through setup.

What you get: a duplicate link. Open it, click Duplicate, and the whole system is copied into your own Notion workspace. Works on Notion's free plan. Want it built for you instead? Message me and I'll scope a custom setup.

Message me within 14 days if it doesn't fit and I'll refund you.

- Mason Builds