Client Engagement
Tracks a client engagement which could be consulting, coaching or services based
By
AnyDB
The AnyDB Client Engagement template tracks individual sessions or service interactions between a business and its clients across consulting, coaching, or other time-based professional services. It is closely linked to the Client template and automatically rolls up engagement duration and revenue totals to provide live insights into each client's financial and service history.
Suitable for
Description
Each engagement record captures key information such as the client reference, session date, session type, duration in hours, billing rate, total amount billed, and optional notes or actions taken. The template uses dynamic expressions to calculate the total billable amount (duration × rate) and populate it into a badge for immediate visibility.
The billing rate is automatically inherited from the associated Client record, ensuring consistency and reducing manual input errors. The template supports various session types (Phone, Video Call, In Person, Email, Other) and can be expanded to support additional categories or billing structures.
Engagement data is rolled up into the Client record, where the number of engagements and yearly revenue totals are calculated and displayed for reporting or financial tracking.
Key Data Stored
- Client Reference – Linked to the Client record
- Session Date
- Session Type – Dropdown (Phone, Video Call, In Person, etc.)
- Duration (Hours)
- Hourly Rate – Inherited from the Client profile
- Total Amount – Automatically calculated
- Notes and Action Items – Rich text for context or follow-up steps
- Total Badge – Visual summary of billable amount for this engagement
Business Use Cases
- Coaching Logs – Track 1:1 or group sessions, hours delivered, and total billed
- Consulting Session Tracking – Record all project-based or hourly consulting sessions
- Billing Support – Feed into invoice templates or finance dashboards
- Client History & Health – Monitor engagement frequency and value over time
- Performance Reviews – Use total hours and engagement notes to evaluate impact
Why This Template is Powerful
- Linked to Client Record – Ensures engagements are always associated with correct billing context
- Automatic Rate & Total Logic – Reduces data entry and eliminates billing inconsistencies
- Standardized Session Types – Easy filtering and reporting across categories
- Live Revenue Rollup – Totals automatically appear in the parent client’s dashboard
- Expandable Format – Can evolve to include meeting links, deliverables, or session feedback
This template is a foundational building block for service-based businesses using AnyDB, making it simple to manage engagements, track hours, and measure revenue—all with high traceability and minimal effort.