Gather the essential resources for each client in a workspace, including your services contract, time tracking, meeting details, strategy presentations, and any other assets you’ll deliver to your client.
The strength of your strategic guidance will depend on the quality of information that your client shares. Keep it all here: notes from the discovery meeting, existing strategy work, and goals of the client engagement or project.
The amount of work that strategy consultants engage with can be staggering. Use workspaces to separate your work by client and project. Whether your consulting focuses on workshops and training, market and user research, or general strategic insights, you'll breathe easier knowing it's organized.