Template · Business Consulting
Case studies and references for business consulting
Client stories and reference contacts with approval to share.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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Inside
What it does
Client stories and reference contacts with approval to share.
- Tracks
- Case study, Client, Industry, Result, Approved to publish, Reference contact, Owner, Status
- Flags automatically
- Waiting on client when Status is Client review
- Not approved when Status is Published and Approved to publish is unchecked
- Published when Status is Published
- Actions and automations
- Create a one-page summary: A short Word summary of this case study for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every case study for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.