Business Consultants: Structure, Plan, Deliver

1. OCPs
2. Clients
3. Projects and deliverables
4. Collaboration and knowledge sharing
5. Scheduling and meetings
6. Time estimates and tracking
7. Quoting and invoicing
8. Publishing, forms and external sharing
9. Reporting, evaluation and capacity
How Priority-Zero adapts to your workflow

Practical features for Business Consultants:

  • Set up client engagements or service areas as projects, and add deliverables for tasks, milestones, or analysis phases.
  • Keep notes, research, and supporting material with images, charts, and links tied directly to each deliverable.
  • Attach resources, files, and documents securely in your own OneDrive or Google Drive account. Everything stays organised in the right place, and you always keep full ownership.
  • Track deadlines by adding reminders to your calendar.
  • Plan project phases, track progress, manage handovers, and prepare reporting in one system.
  • Set up client meetings, workshops, and reviews, with agendas and decisions stored against the right project.
  • Share proposals, reports, and presentations with clients and stakeholders through a unique link.
  • Create custom forms to collect client requirements, feedback, and post-engagement surveys.

A straightforward way to deliver client projects and prove value.

A Day Consulting with Priority-Zero

  1. Start with the daily plan showing client meetings, deadlines, and deliverables due.
  2. Open the active client project and review tasks and deliverables scheduled for today.
  3. Bring up research, notes, and supporting material linked to each deliverable.
  4. Run the client workshop or review, capture outcomes, assign next steps, and set deadlines.
  5. Update deliverables with progress, record decisions, and log risks or dependencies.
  6. Share a status link or interim report with the client to keep them informed.
  7. Close the day with reports showing progress against milestones and contracted scope.

Frequently asked questions

Can I manage multiple client engagements at once?

Yes. Each engagement or service stream can be set up as its own project, with deliverables for tasks, milestones, or analysis steps.

Is my data secure when I attach files?

Yes. Files are stored securely in your own OneDrive or Google Drive account. You keep full ownership and control.

Can I share deliverables with clients without giving them full access?

Yes. Share read-only links for reports, proposals, or presentations. Clients do not need an account to view them.

How do I manage deadlines and dependencies?

Set priorities, owners, and due dates for deliverables. The daily plan highlights what is due and what depends on other work.

Can I track billable versus non-billable work?

Yes. Deliverables can be flagged as billable or non-billable. Reports show time spent so you can prepare invoices or review utilisation.

Can I collect requirements and feedback from clients?

Yes. Create custom forms to gather requirements, approvals, feedback, and post-engagement surveys, linked to the right project.

Does it integrate with calendars and meetings?

Yes. Add reminders to your calendar and set up online client meetings from within the system.

Can I use it for strategy and planning as well as delivery?

Yes. Set up strategy initiatives as projects and break them into deliverables for phases, workshops, or actions. Track both planning and delivery in the same space.

Can I export or delete account data?

Yes. Account data can be exported or deleted at any time. Integrations are optional and can be disconnected whenever you choose.

Ready to Take Control of Your Work and Life?

Simplify project management, stay organised, and achieve your goals with Priority-Zero. Start today – no credit card required.

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Need to learn more? Explore Features