Free guide
Consultant delivery tracker template
Delivery trackers exist to prevent the worst consulting conversation: a client who is surprised that something is late. This template gives you a shared view of delivery status that keeps your client informed and your engagement on track.
What's covered
- 1Delivery tracker: phases, milestones, deliverables, owners, due dates, status (RAG), and notes
- 2Client-facing variant: a clean view that shows progress without internal notes
- 3Weekly update process: how to maintain the tracker without it becoming a burden
- 4AI prompt to generate a client update email from the tracker status
Who this is for
Consultants managing engagements with multiple deliverables and timelines who want a simple tracker they can share with clients as a live progress reference.
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Free template. To build a client-facing delivery tracking tool, the Torvi Consultant track is the guided path.
Free templates
Guides tell you how. Templates give you a starting point. Browse the free template library.