POLYLANE FOR CONSULTANTS
Back-to-back calls.
Room for the thinking.
See preparation across engagements and protect a session for the work before the call.
Real application · No signup to explore
Research synthesis
09:30–10:45 · Move the session together.
01 / A WAY TO ORGANIZE IT
The meetings are booked. The preparation isn’t.
Research for one engagement, recommendations for another and business development for your practice live in different places. The thinking time is shared, even when the clients are not.
Projects hold the context
Strategy workshop · Brand audit · Practice growth
Channels show the kind of work
Research · Delivery · Business development
A batch connects related tasks
Research work across projects, planned as one session.
Every project has its place.
Projects across the top. Channels down the side. Related tasks can share a batch while keeping their original context.
Actual product capture. Open the full-size image ↗
02 / FOLLOW THE ACTUAL STEPS
From “needs doing”
to time to do it.
Follow research synthesis from separate tasks to a 75-minute session. Then move it when the day changes.
WATCH A STEP
Research synthesis
75 minutes · In sequence
- 01Review interview themesStrategy workshop30m
- 02Summarize audit findingsBrand audit25m
- 03Draft a point of viewPractice growth20m
03 / NOW TAKE THE CONTROLS
Try it with your own hands.
Start with a small change: tap a scheduled task and move the batch from 09:30 to 10:00. The connected tasks move together.
YOUR TURN AT THE CONTROLS
Try research synthesis.
Edit a task, move the batch or try another view. This is the actual application.
Or open full screenSample edits reset when you reload. Your saved work stays untouched. Use the template below to add a fresh copy to your own planner.
Make this starting point yours.
Add a fresh copy of the projects, channels and tasks to your planner. Rename them for your work.
Included in the 14-day Solo trial · No card required · Preview edits aren’t copied
THE RIGHT TOOL FOR THIS PART OF THE WORK
Know where it fits.
Polylane helps consultants organize multiple engagements in one project-and-channel matrix. Collect related research or preparation tasks into a named session, while each task keeps its engagement and work category.
Polylane is a planning workspace, not a CRM, contract system or client-document repository.
This three-project template fits Solo or its 14-day trial. Free supports two projects on your device. Solo adds unlimited projects and channels with cloud sync. Compare plans
Before you get started
Can I batch research across different engagements?
Yes. Select the research tasks, name the batch and schedule it. Each task retains its engagement. Use your own judgement about confidentiality and keep sensitive source material in its existing system.
How do I create “Research synthesis”?
Add the tasks to Strategy workshop, Brand audit, Practice growth, select the related tasks and create a batch called Research synthesis. Use In sequence to run them back-to-back, then choose a date and time. The example totals 75 minutes.
Can I try the real application before creating an account?
Yes. The sample opens the actual Polylane planner with disposable example work. You can edit tasks, change views and move the batch. Sample edits reset on reload and do not change your saved planner. Choose Use this template to review and add a fresh copy to your own planner. Preview edits are not copied.
Which plan do I need for this three-project example?
The three-project example fits Solo or the 14-day Solo trial. Free keeps two projects on the device, so a smaller two-project version works there. Solo adds unlimited projects and channels with cloud sync. See pricing for current terms.
