Consulting Studio Template
A clean client delivery system for consultants: proposals → onboarding → execution → renewal.
- Ready on day one
- 14 days free
- Edit anything afterwards
What is already set up when you walk in.
Designed for service businesses that sell expertise: keep conversations, deliverables, files, and renewals in one connected workspace.
The loop this template sets up.
Apply it, then bend it. Stages, fields and rules are all ordinary settings you can change the moment they stop fitting.
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
Close, but not quite you?
Tell us where it differs — especially if you are moving off a big suite and need the shape of the old thing to survive the trip.
Before you apply it
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.