Prepare for discovery
Collect goals and constraints before the call, then keep notes and next actions with the contact.
Consultants and coaches
Turn good conversations into well-run client relationships.
Move discovery calls into clear proposals, repeatable delivery, retainers and thoughtful follow-ups.
Start with this setup
A typical working day
One connected client journey
A prospect books a discovery call. Save the context against their contact record, turn agreed actions into tasks, send a focused proposal and give them one place for milestones, files, approvals and invoices.
Shape the engagement
Build a proposal from the brief, add optional support and attach your service agreement.
Deliver consistently
Reuse a project plan, schedule client updates and keep private time and cost records separate.
Grow the relationship
Run recurring invoices, remember renewal dates and reconnect before a valuable client goes quiet.
Ready-made starting point
Set up around your work, not somebody else's.
- Discovery-call booking page
- Consulting proposal template
- Monthly retainer schedule
- Quiet-client follow-up
Explore the tools
Run the whole business from one place.
Set up your workspace in minutes. Your pipeline, project plan and calendar come ready to use.