Listspace for consultants and agencies
Connect Claude or ChatGPT to Listspace and run each engagement on a board: the scope, the proposal, findings, deliverables and what the client approved. Your AI reads the board when a chat starts and keeps it current, in whichever AI app you open that day.
Your AI app does remember things. But that memory lives inside one app, you cannot easily see or correct it, and it does not know what still holds and what was replaced. Claude does not know what you worked out in ChatGPT, and neither knows which version of the scope the client signed. A board does, and you can show it to the client.
What the board looks like
Start from a template. It sets up the lists and tells your AI how to keep the board up to date. Rename or add lists as you like.
Consulting engagement
Use templateOne board per engagement: the scope, the proposal as a document, findings, deliverables, and what the client approved.
ScopeInfo
What was agreed: scope, contacts, fees and dates
How to use this board
Notes and questionsCapture
Questions for the client and notes to sort later
FindingsInfo
What interviews and data showed, with the source
DeliverablesTo do
Reports, decks and workshops to deliver
Example: current state report
Working onDoing
Deliverables in progress
With the clientDoing
Waiting for the client's review or answer
ApprovedDone
Delivered and approved
Also fits: Client project, CRM. See every template.
What your AI does
- Drafts a proposal as a document on the board. Another AI can improve it later, every save is a version, and History shows which AI made it.
- Turns interview notes into findings, one item each, with the source.
- Breaks the scope into deliverables with due dates, and flags requests that fall outside it.
- Keeps your CRM board current: new leads, the next step and its date.
Sharing with clients
- Share a board as a read-only link on every plan, with a password if you like.
- On Pro, invite up to 5 guests to a board, such as the client, to view, comment or edit, without a paid seat.
- A guest sees that one board and nothing else of yours. Keep internal notes on a separate private board.
- Your boards and files are stored in the EU, on every plan, Free included.
- Listspace never uses your data to train AI models, and runs no AI models itself.
- Business customers can sign a Data Processing Agreement under Article 28 GDPR.
The details are on the Trust page, in the Privacy Policy and in the Data Processing Agreement.
Things to ask your AI
Once Listspace is connected, type these in Claude, ChatGPT or any AI app you connect. The names are examples.
- Make a board for the Northwind engagement from the Consulting engagement template
- Draft the proposal from my notes and save it as a document on the board
- Add these interview notes as findings, one per item, with who said what
- What is waiting for the client on Northwind?
Questions
Can the client see the board?
If you want. Share a read-only link on any plan, or on Pro invite the client as one of up to 5 guests to view, comment or edit that board. The client sees that board and nothing else of yours.
Does it replace a CRM?
For a small practice it can: the CRM template keeps leads and deals as items, with the next step as the due date. Listspace has no custom fields yet, so a larger sales team may want a dedicated CRM.
Start with your own board
Listspace is free to start. Connect Claude or ChatGPT, and ask it to make a board from the Consulting engagement template.
Listspace also works without an AI: make the boards, add items and move them along yourself.
Read more: Guests on a board, Share a board, Items and documents