Deliver Excellence Without Burning Out
Learn the prioritization system that helps consultants juggle multiple clients, meet deadlines, and still have a life. Start with our free templates.
Free printable Eisenhower Matrix templates for consultants. No email required.
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Your Multi-Client Management System
This proven framework helps you balance competing client demands, protect billable time, and invest in business growth - all without sacrificing your sanity.
Urgent & Important
Client deliverables - handle immediately
Example: Project deadline today, client presentation, crisis response
Not Urgent & Important
Strategic work - your growth zone
Example: Thought leadership, methodology development, key relationships
Routine tasks - leverage others
Example: Scheduling, expense reports, data gathering
Time wasters - eliminate these
Example: Perfectionism, low-value meetings, admin overhead
Deliver exceptional value by focusing on what matters most to each client.
Identify and eliminate non-billable time drains that eat into profitability.
Build systems and relationships that grow your business beyond trading hours for dollars.
Choose your format below
Client work, BD, admin, learning
Use our consultant-specific filter
Designed by consultants who've mastered the juggle
All the power of paper, plus consultant superpowers
"Add stakeholder analysis for Tech Corp due Friday important"
Transcript:
"Review and finalize recommendations deck for board presentation"
AI Parsed Result:
Task: Finalize board recommendations deck
Due: This week
Quadrant: Q1 - Urgent & Important
Visual organization for multi-client management
TechCorp
Strategy workshop prep
FinanceInc
Process audit report
Business Dev
Proposal for MegaCo
Separate boards for each engagement plus BD
TechCorp Tasks
Proposals, research, frameworks - always accessible
Industry Analysis 2024.pdf
245 KB • PDF Document
Client Proposal Template.docx
128 KB • Word Document
Framework Diagram.jpg
1.2 MB • Image
Pro tip: All attachments are securely stored and can be viewed directly in the app without downloading.
Weekly check-ins, monthly reports, quarterly reviews
Weekly Quizzes (Auto-recurring)
Team Meetings (Every Tuesday)
Airport, client site, home office - always synced