Consulting blueprint

Engagements, hours and invoices minus the admin day.

Independent consultants and small advisory firms billing by engagement or retainer. The Professional Services blueprint turns a signed proposal into an engagement with its own timesheets and work items.

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Sound familiar?

01

Proposals rebuilt from scratch

Every engagement letter written again instead of assembled from a catalogue.

02

Scope creep goes unbilled

Extra workshops delivered free because nothing tracked the boundary.

03

Utilisation is a mystery

No view of hours delivered against hours sold until the engagement is over.

The Consulting blueprint

What installs when you pick Consulting.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Engagement Pipeline

  1. 1New Enquiry
  2. 2Discovery
  3. 3Proposal Sent
  4. 4Negotiation
  5. 5Engagement Active

Custom fields on top of the standard ones

FieldType
Engagement Typedropdown
Estimated Hoursnumber
Hourly Ratecurrency
Retainer Amountcurrency
Billing Cycledropdown
Recurring Feecurrency

Records it adds extra record types beside contacts, deals and jobs

  • Engagements
  • Timesheets
  • Jobs / Work Items

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Professional Services blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Professional Services blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Professional Services Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Professional Services blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Professional Services Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Professional Services blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Professional Services Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how consultancies actually work.

  • Proposal-to-engagement pipeline, with quotes marked accepted and converted to an invoice in one click
  • Retainer invoices created as drafts each month, without touching a spreadsheet
  • Timesheets recorded against the engagement, not a side spreadsheet
  • Renewal sequences fire before the retainer lapses

Blueprints stack. Run Consulting alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

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Your consulting workspace, live in about two minutes.

Choose Consulting when you sign up and start the 21-day free trial. No card needed to look around.

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