Notion Templates
Grant Writer's Launchpad
Notion-based work hubs to manage grants, your career, and your consulting business.
Streamline your work and career with this collection of Notion-based tools designed specifically for grant writers and consultants. This integrated suite of templates simplifies the way you work, moving you from scattered spreadsheets to an all-in-one ecosystem.
Organize Your Data, Manage Your Grant Activity, & Grow Your Career
Notion-Based Templates for Grant Writers & Nonprofits
A comprehensive set of professional tools that works with free Notion accounts
Regardless of the size of your organization or grant-writing business, some information must always be tracked, including potential funding opportunities, active proposals, awarded proposals, and professional contacts.
For job seekers, tracking jobs of interest and application status is essential, along with keeping records of resume versions, employment history, and more. These three work hubs are designed to help you streamline your work, manage your business, and organize your grant activity through databases, calendars, and task lists tailored for grant work.
Three options: Purchase all three work hubs as an integrated suite of tools, or purchase individual hubs, depending on your needs. All templates can be customized and work with a free Notion account.
Grant Dashboard
Career Hub
Consulting Hub
Full Suite (3 Hubs)
For Use with Notion
One Platform, Three Work Hubs, 23 Templates
Choose One Hub or Purchase the Full Suite
Designed specifically for grant writers, this suite of tools provides a cohesive workspace where you can oversee and manage your work, your career, and your business. Whether you are in charge of a grant program, planning the next stage of your career, or building a consulting agency, these templates provide an intuitive, affordable, and customizable digital infrastructure.
Purchase the Full Suite
Purchase the Full Suite
The Complete 3-Hub System: Grant Management, Career, & Consulting
Why settle for a single tool when you can have the full ecosystem? The suite of all three work hubs provides a complete productivity system. It combines the Grant Dashboard for the grant lifecycle with the business-management power of the Consulting Hub and the strategic growth of the Career Hub.
The Suite Includes:
The Grant Dashboard: the central hub. The production engine, where teams can collaborate on prospect research, content libraries, proposal development, and award management. It is the heart of your daily operations.
The Career & Job Search Hub: Your growth hub. Track your career wins, manage job applications, and prepare for interviews using a structured STAR-method database.
The Consulting Hub: The business hub. It covers key areas, including a Client CRM, Service Package Menu, and an Invoices Tracker that links directly to your service rates.
The Grant Writer's Launchpad: With 8 lessons, resource lists, and links to relevant Notion tools, this is a reference for those starting their careers and for those starting a consulting business.
The Value of Integration: The Full Suite's value is in the connections. The service menu relates to your invoices; your client CRM connects to your grant activity and client work; and grant activity links to proposal wins.
Perfect for: The grant professional who wants to manage their job, their freelance business, and their daily grant activity from a single Notion workspace
Grant Hub
Contacts (CRM)
Financial Tracker
Master Grant Calendar
Funder Tracker
Master Task List
Opportunity Postings
Daily Notes Planner
Awards Tracker
Boilerplate Library
Career & Job Search
Application Tracker
Proposal Experience (wins & roles)
Writing Samples (examples & context)
Interview Questions & Responses
Resume & Cover Letter Library
Networking & Outreach Database
Skills & Certifications Tracker
Career Goals & Development
Consulting
Client Tracker
Invoices Tracker
Financial Tracker
Service Menu
Service Packages
Client Testimonials
Bonus Content
Grant Writer's Launchpad Resource Guide
An online resource
Purchase of the full suite includes access to The Grant Writer's Launchpad. This online, Notion-based reference provides resources and guidance on becoming a grant writer, managing a career, and starting a business.
Online Resource
Grant Writer's Launchpad: A Resource Guide to Becoming a Grant Writer & Starting a Business
The guide consists of eight modules and a resource list
Fundamentals
Philanthropy 101
Common forms of philanthropy.
Current trends in philanthropy.
Resources for learning about philanthropy-related news and events.
Fundamentals
Finding Funding
How to identify and track potential funding sources.
Free and paid prospect research tools to consider.
A method to evaluate funders and funding opportunities to determine if they are a good fit for the organization.
Fundamentals
Collaboration
Why grant writing is a team effort and shared workspaces are important.
How proposal teams are structured and the specific roles of team members.
What tools and skills are needed to co-develop documents.
Fundamentals
Partnerships
Why external organizations are essential for complex, high-value proposals.
The types of agreements and technical inputs that grant writers must collect or prepare.
How to effectively collaborate with external partners.
Career Pathway
Staff vs. Consultant
The pros and cons of working as a full-time employee versus a consultant.
How staff and consultant roles differ across critical categories, including autonomy and growth potential.
Why neither choice is permanent, allowing flexibility.
Career Pathway
Training
Free and paid training options from professional associations and online learning platforms.
Resources for improving essential grant-writing competencies, including editing, advanced Microsoft Word usage, and nonprofit budgeting.
Foundational grant-writing books and professional style guides.
Career Pathway
Create a Portfolio
How to assemble a portfolio while respecting employer confidentiality.
Practical ways to provide evidence of writing skills when it’s not possible to provide proposal examples.
A checklist to identify, prepare, and watermark your samples.
Career Pathway
Start a Business
Responsibilities of consultants beyond client work.
Common costs associated with starting a consultancy and how to manage uneven income cycles.
Checklists for establishing a business entity and developing a marketing strategy.
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Grant Writer's Launchpad
Purchase the Suite: All Hubs + Bonus Content ($75)
Purchase Individual Hubs
Grant Management System
Grant Dashboard
A Streamlined System for Managing the Full Grant Cycle
The Grant Dashboard is a centralized hub consisting of nine grant management tools. The centralized structure ensures deadlines are visible, budgets and tasks are tracked, and proposal resources are kept up to date.
The Grant Hub can serve as a grant management platform for a single grant writer or a small team and is fully customizable: add or subtract databases and resources to create an optimal workflow.
Perfect for: Small nonprofits and solo consultants who need a clear, low‑cost way to track prospects, deadlines, awards, and grant finances – without investing in complex CRM software.
Grant Calendar
A master calendar that tracks deadlines, reminders, and events so you don't miss deadlines and can plan your entire year of funding.
Prospect Research
Monitor opportunities and proposals in development. Track funder status, mission fit, and determine the probability of success to prioritize the grants that actually matter.
Grant Financial Tracker
The financial tracker allows you to track expenditures and their approval status, providing real-time updates on the balance of individual grants.
Award Management
Ensure compliance with the terms of the award with this database that records the award amount, performance period, and reporting dates and links to the financial tracker.
Task Management
A unified task list across all areas of work, filtered by urgency and priority. Keep track of what you need to do today and the weeks ahead.
Centralized Resources
Includes quick access to a boilerplate library, grant award tracker, CRM, and daily note log, keeping all your research and drafting in one focused environment.
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Grant Dashboard Landing Page
Purchase the Grant Dashboard ($39)
Manage Your Career
Career & Job Search Hub
Master Your Professional Trajectory: From Job Search to Career Longevity.
Landing a high-level grant writing role requires more than a strong resume. It also requires a system for organizing your search and your application materials. The Career & Job Search Hub is a comprehensive workspace designed to help you manage your career growth, track your application pipeline, and prepare for interviews.
The Career & Job Search Hub consists of eight tools, organized into categories including job applications, professional portfolio, and interview preparation.
What’s Included?
Career Dashboard: A central career management dashboard with built-in navigation and a quick-start guide.
6+ Interconnected Databases: Relational databases that link your applications to your interview prep.
Ready-to-Use Templates: Pre-configured views for skills tracking, document versioning, and certification renewals.
Perfect for: Grant writers seeking full-time roles, professionals looking to pivot into the nonprofit sector, and anyone who wants to grow their career through gaining new skills and certifications.
High-Impact Job Application Tracker
Visual Pipeline Management: Track applications from the identification phase to the offer phase, staying on top of due dates and requirements.
Document Linking: Every application is linked to its specific resume and cover letter version, ensuring you always know exactly what you sent to which organization.
Professional Portfolio & Win Log
Proposal Experience Database: Track your proposal wins and specific roles. When an interviewer asks for your "win rate," the data is right at your fingertips.
Writing Samples Library: Curate your best work with a gallery of your proposals and other writing, recording each entry with the context and funding outcome.
Interview Preparation
Structured Prep: Use the interview preparation database to store common questions and draft polished STAR-method responses.
Confidence Level Tracking: Tag your responses by "Confidence Level" so you know exactly which stories to practice before the big day.
Career Advancement & Skill-Building
Quarterly Milestones: Move beyond the "job hunt" mindset. Use the Career Hub databases to set and track certifications, networking targets, and skill development.
Networking Tracker: Manage your professional ecosystem. Track informational interviews and maintain your referral network with a dedicated networking tracker.
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Career Hub Landing Page
Purchase the Career Hub ($29)
Manage Your Business
Consulting Hub
Manage Your Consulting Practice in One Notion Workspace.
Stop juggling spreadsheets, loose invoices, and forgotten leads. The Consulting Hub is a comprehensive Notion system designed specifically for grant writers moving into consulting. This is more than a template; it’s a business center that manages everything from the initial discovery call to expense tracking, invoice management, and service offerings.
The Consulting Hub consists of six tools organized into four categories. The tools are tailored for grant writers who do occasional freelancing or run a full-time consultancy.
What’s Included?
The Consulting Hub Master Page: Command center with built-in navigation and a quick-start guide.
Relational Database Ecosystem: Six interconnected databases that "talk" to each other for ease of reference, saving hours of manual data entry.
Perfect for: Solo grant writers looking to professionalize and small consulting agencies seeking an affordable, effective method for organizing their business.
Intelligent Client CRM
Pipeline Management: Drag and drop leads from "Prospect" to "Active" using a visual board.
Revenue Attribution: Every client record is bi-directionally linked to the Invoices Tracker. See exactly how much revenue a specific client has generated for you at a single glance.
Relationship Protection: Use the Last Contact Date property to ensure no high-value lead ever goes cold.
Integrated Financial Engine
Pro Invoices Tracker: A streamlined system for managing income. Track project numbers, invoice statuses, and auto-calculating totals.
Business Expense Tracker: Dedicated strictly to your overhead. Categorize spending by tax-deductible types (Software, Travel, Marketing) and attach receipts directly to each transaction.
The "Net Operations" View: Separate your income from your expenses to see your true "burn rate" and profit margins without the headache of complex accounting software.
Service Suite
The Service Package Gallery: Present your expertise in bundled solutions. Pre-built tiers help you sell high-ticket project bundles instead of trading hours for dollars.
Master Service Menu: Maintain a consistent price list for all your ad-hoc tasks. Linked directly to your invoice system, it ensures you charge the correct rate for your expertise.
Testimonial Tracker
Success Library: Capture client wins and positive feedback.
Curated Gallery: Use the "Published Status" to filter quotes that are ready to be exported to your website or portfolio.
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Consulting Hub Landing Page
Purchase the Consulting Hub ($29)
FAQ section
Frequently asked questions
Do I need a Notion account to use these tools?
Yes, you will need to establish a Notion account to duplicate and use the tools.
Do the templates require a paid version of Notion?
You do not need a paid version of Notion. All the templates work with a free Notion account.
Do I need to be a Notion expert to use these tools?
You do not need to be a Notion expert. However, it will help considerably if you have a basic familiarity with how Notion works. If you are new to Notion, you can find helpful tutorials on Notion's website and on YouTube.
What will I receive with my purchase?
Your options are to purchase the full suite of tools (the three hubs plus a bonus guide) or one or more hubs, depending on your needs. After purchase, you'll receive instructions to access the templates. If you purchased the suite, you will also receive a link to access the bonus content.
What is the advantage of using Notion templates rather than software like Salesforce?
Notion works well for small teams that lack full-time IT support or the budget to purchase grant software.
Enterprise platforms like Salesforce are powerful but expensive. They are also complex to configure, and often require dedicated admin support. For most small nonprofits and solo consultants, it's a more complicated system than you need – and more costly than you can justify.
What is the benefit of using Notion templates versus an Excel spreadsheet?
Spreadsheets are familiar, which is an advantage, but they can become messy, with duplicate files and outdated versions. Unlike Notion, which supports integrated databases, spreadsheets can cause information to be spread across multiple files, with no clear connections among prospects, awards, tasks, and finances. The Grant Dashboard gives you a single, always up‑to‑date workspace where your grant calendar, funder research, tasks, and outcomes are all linked together.
Is this system scaleable?
The templates are affordable, flexible, and easy to customize.
All three hubs run on a free Notion account and can be tailored to your organization or business as you grow. You get the structure of a grant‑specific system, without the cost and complexity of enterprise software – and without the chaos of standalone spreadsheets.
If you need more tools or wish to use Notion's enterprise-level features, you can upgrade from a free account to one of Notion's premium plans. Notion's premium plans. Notion offers a 50% discount on its paid Plus plan.
About Us
Peak Proposals
Peak Proposals has the goal of helping grant writers and staff at nonprofit organizations build their skills in the areas of identifying potential funders, managing the proposal process, and writing competitive proposals. We have over 20 years of experience working in proposal development and management at universities, international NGOs, and community nonprofits, submitting successful proposals to government agencies and multilaterals including the U.S. Department of Agriculture, U.S. Agency for International Development, the U.S. Department of State, the U.S. Centers for Disease Control and Prevention, the National Institutes of Heath, the National Science Foundation, the U.S. Department of Labor, the Global Fund, the International Fund for Agricultural Development, the World Bank, and the World Health Organization and major foundations including the Ford Foundation, the MacArthur Foundation, the Hewlett Foundation, and the Packard Foundation.
Through our website and affiliated social media accounts, we provide:
Resources to discover funding opportunities;
Tips and tools to help manage the proposal process;
Professional development information for grant writers; and
Courses and eBooks in the areas of prospect research, grant writing, and proposal management.