Consulting Firm template
Proposals, research and deliverables
Track proposals until they are won or lost, run research and analysis, check deliverables internally, and deliver client projects.
Pick this template when you create your first project. Free for up to 3 users.
What is in the Consulting Firm template?
Last updated:
The Consulting Firm template creates a project with 4 workstreams: Client Projects, Deliverables, Research & Analysis and Proposals. Each workstream has its own stages: Client Projects, for example, runs Discovery → In Progress → Client Review → Delivered. Built for consultants and consulting firms, and every stage can be renamed, removed or given rules once you're in.
Make it yours
Change any stage once you are in
Rename a stage, add a new one, or change its type. Add entry conditions, like a due date before review, and require an approval before work moves into a stage.
Set up stages, rules and approvals →
Views
See every workstream your way
Work on one workstream at a time on the board, or switch to List view to see them all, grouped by workstream, assignee or stage. Calendar view shows what is due when.
Task management →
Workstreams and stages
Client Projects
Discovery → In Progress → Client Review → Delivered. Closed as Cancelled.
Deliverables
Backlog → In Progress → Internal QA → Approved. Closed as Rejected.
Research & Analysis
To Do → Researching → Analyzing → Completed. Closed as Cancelled.
Proposals
Drafting → Internal Review → Sent → Won. Closed as Lost.
Questions
How do I use the Consulting Firm template?
Sign up for Slateo and, when it offers to create your first project, choose Consulting Firm. The project opens with the Client Projects, Deliverables, Research & Analysis and Proposals workstreams and their stages.
Can I use it for a later project?
Not yet. Templates are offered for your first project. For later projects, start blank or describe your work and Slateo suggests workstreams and stages for you.
Can I change the stages?
Yes. Everything the template creates is an ordinary Slateo workstream and stage. Rename, add or remove them, and add rules or approvals.
Is the template free?
Yes. Every template is available on every plan, including Free.
Start with the Consulting Firm template.
Free for up to 3 users. No credit card required.