Consulting Dashboard
About this template
β Services: Organize and manage your range of consulting services and including descriptions
β Clients CRM: Maintain a robust client database, tracking contact information, project history, and key interactions.
β Projects: Plan, track, and manage projects from start to finish
β Meetings or Sessions: Schedule, document, and follow up on meetings and client sessions with ease.
β Tasks: Break down projects into manageable tasks, assign responsibilities, and track progress towards completion.