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Template · Software & Consulting

90-day traction plan for software & consulting

A 90-day task planner with calendar: foundations, pipeline, conversations, proposals and the first paid Sprints, with points to keep momentum.

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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

Every step from foundations to first paid Sprints, by week, with who does it (you or an agent), the target and the points it earns. Use the calendar to keep momentum.

Tracks
Task, Phase, Due, Week, Who, Agent, Target, Points, Status, Notes
Flags automatically
  • Overdue when Due has passed and Status is not Done and Status is not Skipped
  • Due in 2 days when Due is within 2 days and Status is not Done and Status is not Skipped
  • Done when Status is Done
Actions and automations
  • Weekly momentum report: A one-page Word report: done, slipped, points and the three things that matter next week.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every task for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
More for software & consulting

Related apps and templates

Template · Software & ConsultingSales pipelineDeals for your software and services, from first conversation to signed, with value, probability and next step.Template · Software & ConsultingDesign partnersEvery pilot customer with the success metric agreed on day one, progress by week, the result and whether it converted.Template · Software & ConsultingEngagementsConsulting and implementation work with scope, fee, hours, deliverables and the next milestone.Template · Software & ConsultingProduct roadmapFeatures from idea to shipped, with the customers and deals that are waiting on each one.Template · Software & ConsultingProposalsProposals sent with price, decision date, outcome and why you won or lost.Template · Software & ConsultingInvoicesInvoices for subscriptions and services, with due dates, reminders and what has been paid.

Neuclon for software & consulting · All apps and templates

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.

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