A consulting onboarding workspace for management, technology, and strategy consultants running multi-stakeholder engagements. Map decision makers, run discovery interviews, and let an AI agent synthesize raw notes into a workable engagement plan — all in Taskade.
What's Included
- Stakeholder Map: Decision makers, blockers, and champions in an Org Chart view per engagement
- Discovery Interview Tracker: Scheduled interviews, attendees, and raw transcripts on a Table view
- Deliverable Schedule: Gantt view showing milestones, dependencies, and engagement-end date
- Synthesis Agent: AI agent reads interview notes and produces an executive summary, key themes, and a draft engagement plan
- Stakeholder Update Automation: Weekly status email auto-generated from progress data and sent to the steering committee
Why This Template Wins
- Notes don't go to waste: Every interview transcript feeds the Synthesis Agent, so the engagement memo writes itself across the discovery phase. Most consulting projects lose 20% of insight to manual note-taking
- Multi-stakeholder visibility built in: Role-based permissions let the steering committee see the high-level Gantt while the working team sees the full deliverable detail — same workspace, different surfaces
- Engagement plan in days, not weeks: The Synthesis Agent drafts a plan after the first 3-5 interviews so you can validate scope with the client before week two — instead of presenting at the kickoff three weeks in
How to Use
- Clone this template into your Taskade workspace
- Map the client's stakeholders in Org Chart view during the kickoff call
- Schedule discovery interviews and log transcripts as you complete them
- Run the Synthesis Agent after every 3-5 interviews to surface emerging themes
- Share the workspace with the steering committee using role-based permissions so everyone sees the right level of detail
FAQ
Can the Synthesis Agent handle confidential interview content?
Yes. The agent runs inside your workspace with the same access controls as your team — confidential transcripts stay in your workspace and are never shared externally. For regulated industries, Business and above add audit logs across agent runs.
Does this work for solo consultants too?
Yes. Skip the steering committee permission tier and use the workspace directly. The Synthesis Agent saves the most time on solo engagements where you don't have a junior to write up notes.
What's the cost on Pro?
Pro ($10/mo annual) includes unlimited workspace size and full automation throughput. The Synthesis Agent uses standard AI credits — about 300-600 credits per synthesis depending on transcript length.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. To generate a custom consulting portal, try the AI Client Portal Generator. Browse consulting apps in the Community Gallery.