For consultancies
Relationships, meetings and decisions, on the record.
Consulting runs on conversations with many people at a client. Trelyn maps who matters, prepares you for every meeting, turns the transcript into updates you approve, and records the decisions your client takes.
Board agrees with phase 1. Budget for phase 2 decided in November.
Emma sends the phased budget by Tuesday.
Sound familiar?
Where the work gets stuck.
Many stakeholders, one memory
Who is the champion, who signs, who has gone quiet? It lives in one partner's head.
Meetings without follow-through
Agreements made in a workshop never reach the CRM or the client's inbox.
Decisions get disputed
Months later, nobody can show when the client chose option B, or who did.
Engagements of every shape
Fixed-scope advice, time and materials and retainers, all tracked differently.
The Trelyn workflow
From introduction to renewal
Every meeting feeds the record; every decision is kept.
- 01
Map the account
Contacts at several companies, roles on the deal, and a stakeholder map that shows who to involve next.
- 02
Prepare and follow up
A briefing before each meeting; after it, outcomes, commitments and CRM updates to apply, and a follow-up draft.
- 03
Run the engagement
Fixed scope, retainer or time and materials, with projects for the work and deliverables for the reports.
- 04
Record decisions
Put a decision to the client in the portal; their answer is kept with name and time.
An example lifecycle
One client, start to finish.
Each step is a record in Trelyn, linked to the one before it.
- IntroductionContact
- MeetingBriefing
- DealStakeholders
- Statement of workSigned
- EngagementT&M or fixed
- WorkshopsMeetings
- DecisionsIn the portal
- RenewalTask
What you use
The parts of Trelyn that do the work.
The outcome
- The whole stakeholder picture, for the whole team
- Every meeting prepared and followed up
- Client decisions on the record
- Renewals raised before the engagement ends
- AIRelationship Intelligence, pre-meeting briefings, meeting follow-up.
- CRM & SalesOne contact at several companies; roles; statements of work and NDAs.
- Client PortalDecisions recorded with name and time; shared documents.
- DeliveryEngagements by type: fixed scope, retainer, time and materials.
- AutomationsEngagement ending → Renewal task; No-show → Follow-up task.