Blueprint pack
Consulting Engagement Tracker. Ready in minutes.
SOW-based engagement management for consultants, advisors, and fractional executives.
1Modules and fields1Modules and fields2Views2Views3Automations3Automations
IDEAL FOR
Management ConsultantsTechnology AdvisorsFractional ExecutivesIndependent Consultants
INCLUDED MODULES · 4
Everything you need, already modeled.
Pre-configured objects with fields, relationships, and views ready to use.
Engagements10 fieldsFormal consulting agreements with scope, timeline, and billing detailsTitleClientTypeStatusStart DateEnd DateContract ValueBilling TypeHourly RateLead Consultant
Deliverables7 fieldsTrack engagement deliverables and milestonesTitleEngagementStatusDue DateAssigneeTypeNotes
Meeting Notes8 fieldsCapture meeting notes, action items, and decisionsTitleEngagementClientDateAttendeesSummaryAction ItemsNext Steps
Invoices8 fieldsTrack invoicing and payment statusInvoice NumberEngagementClientAmountStatusIssue DateDue DatePaid Date
PRE-BUILT VIEWS · 4
Views that are ready on day one.
Saved filters and layouts to see your data the way you need it.
PipelineKanban view of all engagements by status
Active EngagementsAll current consulting work
Deliverables KanbanTrack deliverable progress across engagements
Outstanding InvoicesInvoices pending payment
BUILT-IN AUTOMATIONS · 4
The routine work, already wired.
Workflows that run automatically based on triggers you define.
Engagement createdCreate kickoff meeting task, initial deliverables
Deliverable status changes to 'Delivered'Update engagement progress, notify client
Engagement end date in 30 daysCreate extension/renewal discussion task
Invoice due date approachingSend payment reminder to client
INSTALL
Install in minutes.
Your existing data stays intact. The pack adds new modules alongside what you already have.
1Open MarketplaceGo to Marketplace in your Coherence workspace.
2Find the packFind “Consulting Engagement Tracker”.
3InstallClick Install.
4Make it yoursCustomize fields and automations to match your workflow.
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