Consulting OS
Your practice.
At a glance.
Everything you need to run Sterling Strategy Consulting — pipeline, clients, projects, and finances — in one view.
2026 Year-to-Date
$263,000
Revenue Collected YTD
3 invoices paid
$72,693
Outstanding Invoices
5 awaiting payment
$335,693
Total Invoiced 2026
Experian + Navalent
$69,234
2025 Net Income
On $585,850 revenue
Business Pipeline
Pipeline Stages 4 open opportunities
1
Lead
$30K
1
Qualified
$45K
1
Proposal
$75K
1
Negotiation
$120K
—
Won
$0
Halcyon Health Systems
$120,000
80% probability
Negotiation
Meridian Capital Partners
$75,000
65% probability
Proposal Sent
Thornfield Group
$45,000
40% probability
Qualified
Castleton Ventures
$30,000
20% probability
Lead
Pipeline Mix
Next Actions
Revise Halcyon SOW with updated payment schedule — send for signature
Halcyon Health · Negotiation
Follow up on Meridian proposal — confirm CFO reviewed scope
Meridian Capital · Proposal Sent
Send capability deck and schedule discovery call
Thornfield Group · Qualified
Initial discovery call — understand scope and timeline
Castleton Ventures · Lead
Finance
2026 Outstanding Invoices 5 awaiting payment
INV-024 · Health Product, Laura Coaching — Experian + Lyra
$15,500
Paid
INV-025 · Employer Services LDP — Experian ES LDP
$227,500
Paid
INV-026 · Coaching — Sal Guariano
$20,000
Paid
INV-027 · Coaching — Lyra
$8,861
Sent
INV-028 · Health Product — Jason Considine
$13,833
Sent
INV-029 · Coaching — John Tzefrikas
$20,000
Sent
INV-030 · Coaching — Klaudette Christiensen
$10,000
Sent
INV-031 · Coaching — Alan Anderson
$20,000
Sent
2025 Income Summary
Total Revenue
$585,850
↳ Experian
$496,325
↳ Navalent
$112,636
1099 Contractors
(156,425)
Salary + Tax + Benefits
(198,613)
Operating Expenses
(161,578)
Net Income
$69,234
2026 Revenue Mix
Active Projects
No active projects yet
Add your current engagements in the Project Tracker on Notion to track deliverables and milestones here.