These are the same templates and workspaces we use inside real engagements, packaged as digital downloads. Built for consultants, grant writers, and mission-driven organizations that want consultant-grade structure before they're ready for a full engagement.
Consultant OS plus the Grant Writer's Workspace in one purchase. Two complete practice systems for the price of a strategy lunch.
A full operating system for a solo practice: pipeline, clients, invoices, and SOPs in one connected Notion workspace.
For independent grant writers: funder pipeline, deadlines, reports, and payment tracking, organized the way the work actually flows.
The proposal structure we use to scope real engagements, with statement-of-work language you can adapt in an afternoon.
A sales framework for the first conversation: the questions that surface real needs and the structure that moves a call toward a decision.
A working pipeline tracker in Google Sheets with a setup guide, for practices that need a CRM without the software subscription.
Week-by-week launch planning with a built-in revenue tracker. The same 90-day discipline this firm was launched on.
A theory-of-change and logic model template that funders recognize, built from years of real program design work.
All five core templates in one set: proposal, discovery script, CRM tracker, launch planner, and logic model.
All products are instant digital downloads through our Etsy shop. Questions about which tool fits your situation? Ask us directly.
When you're ready for guidance built specifically for your organization, the AI Readiness Assessment is the next step.