Description
Who this is for
You left corporate HR to build something better. Now you’re running a consulting practice — and the admin is eating your working hours. Client notes live in your inbox. Candidate pipelines live in spreadsheets. Invoices are tracked in a separate file. Nothing connects, nothing updates automatically, and every new client means rebuilding the same system from scratch.
This template fixes that.
What it is
The HR Consultant Business OS is a fully built Notion workspace designed for independent HR consultants and freelance HR practitioners. It gives you a single operational hub — clients, recruitment, candidates, deliverables, finances, business development, and document templates — structured around how an HR consulting practice actually runs.
Everything is relational. Add a client once. Every mandate, deliverable, and candidate you create links back to them automatically. You will never re-enter client information.
What’s inside
🏠 Home Dashboard — Your Monday morning command centre. Active clients, open mandates, deliverables due this week, outstanding invoices, and your top 3 priorities. Takes 3 minutes to update.
👥 Client Database — Every client relationship in one place. Contacts, engagement history, status, and linked records across the full workspace.
🎯 Recruitment Pipeline — Track every active mandate by status, linked to the client it belongs to. See the full picture of your placement work at a glance.
🙋 Candidate Tracker — A full candidate pipeline for every open role. Stage, notes, client link, and next action — all in one database.
📦 Deliverables Tracker — Every piece of work you owe every client, with status and due dates. Nothing falls through.
✅ Task & Follow-Up Manager — Daily and weekly operational tasks. Post-delivery follow-ups. Client calls to make. All in one place.
📁 Template Library (7 documents) — Professional, customisable templates you can open, edit with client details, and deliver the same day:
Generic Job Description Template
Disciplinary Hearing Notice
Written Warning Template (First & Final)
Consulting Proposal Template
HR Audit Framework (40-Point)
Client Service Agreement Template
LinkedIn Announcement Templates (3 versions)
💰 Financial Overview — A manual income/expense dashboard. Track this month’s income, log outstanding invoices, forecast the next 30 days, and monitor your year-to-date target. Includes an income replacement calculator to tell you exactly when the numbers say you’re ready to go fully independent.
🚀 Business Development Hub — Leads, referrals, and LinkedIn content pipeline. So your next client isn’t a surprise.
📚 Learning & CPD — Log certifications, courses, and professional development. One place for everything that builds your practice.
How to get started
Duplicate the template into your Notion workspace
Open the Client Database and add your first 2–3 active or target clients
Log your open mandates in the Recruitment Pipeline and link them to the relevant client
Set your monthly income target in the Financial Overview
Choose a LinkedIn announcement from Template 7g and post it
Format: Notion template (web, desktop, and mobile)
Delivery: Instant — duplicate link sent immediately after purchase
Platform: Notion (free Notion account required)
Setup time: Under 30 minutes
