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Consultant Deliverables Tracker

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Consultant Deliverables Tracker

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Your simple system to stay accountable.

✨ What It Does

  • Keeps all deliverables tied to projects.
  • Tracks review stages (Pending, In Review, Approved, Delivered).
  • Highlights overdue deliverables at a glance.
  • Keeps clients happy with timely, clear outputs.

📊 Pre-Built Views & Charts

  • All Deliverables → Table sorted by Due Date.
  • Pending Review → Filter: Status = In Review.
  • Overdue Deliverables → Filter: Status ≠ Delivered, Due Date < Today.
  • Pie Chart: Deliverables by Status.

🏆 Who It’s For

Consultants and small teams who want to keep promises on track and ensure nothing gets stuck or forgotten.


"You’re tracking deliverables — but in Consultant OS, they’re linked with projects, invoices, and contracts so the entire client workflow stays aligned."

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Lifetime access to this Template

⭐ Accountability made simple
⭐ Overdue alerts
⭐ Client confidence
⭐ Linked to projects
⭐ Minimalist focus
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