Business Pack
Consulting OS
An independent consultant or a small firm selling and delivering engagements.
The pipeline is a spreadsheet, the hours budget is a different spreadsheet, and you find out you’re over budget when you invoice.
After one click
Not a blank workspace with a suggestion — this, with sample records already in it.
The proposal pipeline with real money on it — value, type and expected close, so forecasting is reading a board.
What gets installed
Databases
Related to each other, not four disconnected lists.
Saved views
Already grouped and filtered — you open it and it makes sense.
Automations
Running from the moment the pack lands.
Starter agent
Wired to the workflow below — and gated, so it proposes and you decide.
The workflow, already built
Proposal pipeline — a real state machine on the records, not a status text field.
- Draft
- Sent
- Negotiating
- Won
- Lost
Because the stage is a real field, it can be filtered, grouped, counted, rolled up — and it can trigger things. That's what the agent below hangs off.
Won proposals become engagements with an hours budget — and hours used sits next to it, before the invoice, not after.
What the agent actually does
A proposal entering Negotiating wakes the Follow-up Drafter, which writes the follow-up from what the record already knows: scope, value, who you last spoke to. Gated, always.
It runs on your own Claude or ChatGPT over MCP — never metered, never marked up — or on nothing at all if you'd rather run the pack without AI. How agent runs work →
Install Consulting OS in one click.
Start free — 30 days of Pro, no card. Unlimited records, and your own AI is never metered.
Pack contents synced from the product's public preview, 2026-07-27.