Strategy Consultant Appointment Tracking Template Outlook Style | Appointment Database

Strategy Consultant Appointment Tracking Database/Template System

Microsoft Access Strategy Consultant Appointment Tracking Database

Strategy consultants operate in high-stakes, fast-paced environments where client meetings, planning sessions, and follow-up communications must be tracked with precision. The Microsoft Access Strategy Consultant Appointment Tracking Database is a full-featured solution built to streamline scheduling, client management, and billing for strategic advisory professionals. It combines robust functionality with the flexibility of Microsoft Access to deliver a secure and customizable appointment tracking platform.

Built entirely in Microsoft Access using native tables, forms, reports, and VBA (Visual Basic for Applications) code, this system integrates seamlessly into your existing Access-based workflows. Modeled after Microsoft Outlook’s intuitive calendar interface, it enables strategy consultants to manage all aspects of their client engagements—appointments, reporting, and invoicing—within one centralized solution.

Key Features of the Strategy Consultant Appointment Tracking Database:

• 100% developed in Microsoft Access—no external tools or subscriptions required
• Client management tools for storing project scopes, contact info, engagement history, and strategy notes
• Appointment form for booking strategic planning sessions, client calls, workshops, and stakeholder meetings
• Calendar views include Daily, Weekly, Bi-Weekly, and Monthly formats
• Integrated invoice generation and payment tracking linked to appointments
• Pre-configured reporting tools for each calendar view—ideal for planning and billing reviews
• Ideal for freelance strategy consultants, boutique consultancies, and advisory firms

This database template is designed to help strategy professionals maintain control over their engagements, simplify administrative workflows, and ensure every client interaction is accurately documented and billed. Whether you advise on business growth, M&A readiness, operational transformation, or organizational alignment, this tool supports your entire client journey.

Please note: This is a pre-built database template. If it does not meet your exact business requirements and you are unable to customize it yourself, Contact Us. WSI will provide a quote to tailor the system to your unique consulting workflow and engagement structure.

If you are interested in a VB.NET, C#.NET or ASP.NET version of this template, please Contact us for more details.

Daily Canned Reports
PDF Output Day Landscape View    PDF Output Day Portrait View

Weekly Canned Reports
PDF Output Week Landscape View    PDF Output Week Portrait View

Bi-Weekly Canned Reports
PDF Output Bi-Weekly Landscape View    PDF Output Bi-Weekly Portrait View
 
Monthly Canned Reports
PDF Output Month Landscape View    PDF Output Month Portrait View

The following document explains, in detail, how to install the demonstration and how to avoid some common set-up issues:
Download Instructions

Live Demonstration: To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure. Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for you to implement the additional features and enhancements that you require.

Once your purchase is complete, you will receive an email with a link to download the full version of the database.