Consulting Studio Template
A clean client delivery system for consultants: proposals → onboarding → execution → renewal.
Designed for service businesses that sell expertise: keep conversations, deliverables, files, and renewals in one connected workspace.
How the template works
Apply the template, then adjust stages, fields, and automations to match your exact business. Start simple — scale later.
Manage your pipeline
Track opportunities and keep outreach consistent.
- Pipeline stages
- Follow-up sequences
- Notes + next steps tied to each deal
Deliver work with portals
Reduce email by giving clients one clean view of progress.
- Client portal status
- Secure file sharing
- Approvals and requests
Renew and expand accounts
Make renewals predictable with reminders and health indicators.
- Renewal tasks
- Reporting visibility
- Client timeline history
Need help tailoring this template?
Tell us your workflow and we’ll help you map the best starting setup — especially if you’re migrating from a big suite.
Template FAQ
Does the template include proposal documents?
It includes a proposal workflow structure (pipeline stages, follow-ups, and project kickoff). You can attach your own proposal docs or adapt a doc template inside UNOBITS.