Consulting
Projects and retainers — built on the Professional Services core template and adapted to how your consulting actually operates. Run your store with stock, sales and the team working from one workspace built for how professional services operates.
Consulting workspace preview
One workspace, your way
About Consulting
A consulting practice sells expertise and the results that expertise produces — but the business of consulting also requires managing a project pipeline, a team utilisation rate, client billing and a relationship development process that keeps the next engagement coming in. The consultancies that grow profitably are the ones that manage both sides of that equation: excellent delivery and effective business operations.
The operational reality
Consultants are delivering client work, preparing for client meetings and writing proposals simultaneously. Utilisation tracking is done from timesheets that are submitted weekly but never analysed against billing targets in real time. The partner pipeline is managed from memory and personal email. When a project ends, there's no systematic follow-up to identify the next engagement opportunity with that client.
Where growth bottlenecks
- Utilisation tracking reactive — billing rate analysis happens at month end, after the opportunity to course-correct has passed
- Business development pipeline management informal — partner relationships not captured in a shared system
- Project budget tracking not updated in real time — scope overruns discovered late when billable hours are exhausted
- Proposal and engagement letter preparation from scratch each time — no structured templates reducing rework
How ConfigBiz helps a consulting
Starts from the Professional Services core — shared capabilities, terminology and workflows — then configures for consulting: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
What consulting needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a consulting actually uses.
People
Keep the team organized and shifts covered.
Recruitment
Hire the people you need without losing track of candidates.
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Products & Services
Products/Services keeps the operational detail in one place.
Sales
Keep orders and revenue moving through the business.
Operations
Run day-to-day work without things slipping.
How ConfigBiz fits consulting
Start from the Professional Services core (shared capabilities, terminology, workflows) then configure for consulting: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your consulting business and the way your team prefers since.