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Consulting

Turn a good conversation into clear next steps.

Keep the client's context, agreed work and next action together, so every meeting starts with the conversation moving forward.

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A day inside · Saha Advisory

Saha Advisory / Notes

A useful decision has a next step

The client needs a clearer operating plan. Capture the agreed scope, write down the open questions and give each next action an owner.

Prepare the discovery brief

Assign the research follow-up

Review the draft recommendation

01

A useful decision has a next step

Follow the work · Saha Advisory

One client decision, with a deliverable attached.

Saha Advisory is helping an independent shop simplify its weekly ordering. The engagement must produce a purchasing checklist and a short recommendation, with research questions assigned before the client review.

Follow this exampleSA-0416
The decision

Who owns the purchasing checklist before the client review?

01

Write down the actual engagement.

The client needs a weekly purchasing checklist and a short recommendation. Keep those deliverables beside the open research questions instead of a generic “client follow-up” note.

Read the working brief

Saha Advisory / SA-0416

Working brief

Who owns the purchasing checklist before the client review?

Saha Advisory is helping an independent shop simplify its weekly ordering. The engagement must produce a purchasing checklist and a short recommendation, with research questions assigned before the client review.

Mariam · Responsible person

Example snapshot · SA-0416

02

Give the recommendation an owner.

Assign the checklist, research and client-review preparation to named people. Each action has a deadline before the review.

Progress a preparation task

Saha Advisory · SA-0416

Tasks & reminders

Draft the weekly purchasing checklist

Mariam

Resolve the supplier-order questions

Salim

Prepare the client recommendation

Noura

Example snapshot · SA-0416

03

Read fees beside professional costs.

The example separates research/tools, delivery-team work and travel/administration. It provides a recorded financial picture, not an automatic project-profitability claim.

Read the recorded result

October 2026 · recorded example period

Estimated profit

Revenue

Expenses

Research & toolsDelivery teamTravel & administrationEstimated profit

Where the money went

Research & tools

Delivery team

Travel & administration

Recorded costs only; review missing expenses before interpreting profit.

Example snapshot · SA-0416

Consulting

Try the workflow yourself.

Choose a step to open the relevant screen. Explore the example at your own pace; changes stay in this preview.

Illustrative data. Explore the workflow.

NotesSaha Advisory
Saha Advisory / Notes

One client decision, with a deliverable attached.

Write down the actual engagement.

Consulting

Before you choose your workflow

Can we keep the agreed scope and follow-up together?

Use Notes for the scope and decisions, then assign the next actions through Tasks. Keep a clear client or project reference on the material.

Can we review the commercial side of an engagement?

Use the relevant customer, invoice and finance workflows with the required permissions. The example shows recorded revenue and costs, not a promise of project profitability.

Who should see the client’s working notes?

Give access only to the people who need the material and check the applicable module and project permissions. Keep private client information out of public sample content.

Consulting

Start with one client question and a useful next action.

Capture one client’s scope, assign the agreed deliverables and review recorded professional fees against the engagement’s costs.

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Enabled apps, your plan and permissions determine which workflows are available.