Client CRM, project tracker, AI meeting agent, task management, automations, and SOPs - all connected, all working together. Built from real client work, now packaged as a template.
Most founders manage clients, projects, tasks, and their team across 5 different tools - none of which talk to each other. It's not a discipline problem. It's a systems problem.
Nine interconnected modules, all pre-built, all linked together. Drop in your clients and get to work.
Track every lead from first contact to signed contract. Kanban or Calendar view. Deal values, contact history, and follow-up dates - all in one place.
Manage every client project and internal initiative from one board. Status, progress, deadlines, and assigned team members visible at a glance.
A dedicated space to deploy and manage AI agents within your workspace. From meeting note summarizers to content assistants - your AI team lives here.
Tasks linked directly to projects and clients. Priority levels, due dates, and assignees. Your team always knows what to work on next.
Document your company's processes in one place. New hire onboarding, client delivery checklists, recurring workflows - stop re-explaining the same things.
Every client gets their own folder. Upload docs, briefs, contracts, and references. Stop hunting across Google Drive and email.
All meetings logged, linked to clients and projects. Calendar view of your entire team's schedule. Meeting notes feed directly into your task system.
Overdue task notifications sent automatically to the right team member. Client onboarding workflow triggered on project creation. Set once, runs forever.
See your entire workload sorted by urgency across all clients and projects. Know what to work on first in 3 seconds.
The AI Meeting Agent reads your meeting notes and automatically creates tasks in your database - linked to the right project, assigned to the right person. No more "wait, what did we agree to?" after every call.
The same system IV Consulting builds for clients is available right now as a one-time purchase. No subscription. Full access forever.
No Notion expertise needed. The guide walks you through every step.
Buy once, get instant access. Duplicate the template into your Notion workspace with one click.
A full written guide and Loom video walkthrough takes you through every section. Step by step, no guessing.
Drop in your clients, projects, and team. The system handles the rest. Automations run from day one.
"I used to run my agency across WhatsApp, email, Trello, and Sheets. This template replaced all four in one afternoon. The CRM alone is worth 10x the price."
"The AI Meeting Agent is genuinely a game-changer. I dropped my notes from a client call and had 5 tasks created in my board instantly. My team hasn't missed a follow-up since."
"Ishan's templates are different from what you find on Gumroad. You can tell this was built from real consulting work. Everything connects the way a real business actually operates."
"Set it up on a Sunday afternoon. By Monday morning my entire client roster was in the CRM and my team had their tasks laid out. The onboarding automation fired perfectly on the first test."
"As a solopreneur this felt like having a proper ops team. The SOP wiki alone has saved me hours of re-explaining things to freelancers. Worth every penny."
"I've tried building my own Notion systems for 3 years. This is the first one where I didn't have to fix the linked databases myself. It just works. Highly recommend for any growing agency."
"I used to run my agency across WhatsApp, email, Trello, and Sheets. This template replaced all four in one afternoon. The CRM alone is worth 10x the price."
"The AI Meeting Agent is genuinely a game-changer. I dropped my notes from a client call and had 5 tasks created in my board instantly. My team hasn't missed a follow-up since."
"Ishan's templates are different from what you find on Gumroad. You can tell this was built from real consulting work. Everything connects the way a real business actually operates."
"Set it up on a Sunday afternoon. By Monday morning my entire client roster was in the CRM and my team had their tasks laid out. The onboarding automation fired perfectly on the first test."
"As a solopreneur this felt like having a proper ops team. The SOP wiki alone has saved me hours of re-explaining things to freelancers. Worth every penny."
"I've tried building my own Notion systems for 3 years. This is the first one where I didn't have to fix the linked databases myself. It just works. Highly recommend for any growing agency."
9 modules, pre-built and connected. Plus automations and a full guide.
The same system IV Consulting builds for clients is available right now as a one-time purchase. No subscription. Full access - forever.
