Independent consultants
Keep your pipeline warm while you deliver.
Oknola keeps every engagement, proposal and invoice in one folder you own, so the next discovery call starts briefed, and an agent can work on one client's files without seeing another's.
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Built on a real business, not a pitch deck.
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759 notes · 118 ledger records · 73 journal pages · 27 operating maps.
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Plain markdown files. Leaving is copying a folder.
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An agent sees only what you point it at.
Busy delivering. Quiet pipeline.
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When the work is full, the marketing stops.
Then an engagement ends and the calendar is empty.
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Every proposal starts from a blank page.
The framework you built for the last client lives in a deck you can't find.
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Client notes are scattered.
Email, the call recording, a notebook, and a renewal date nobody wrote down. The engagement letter says client data stays out of AI tools.
One client, from first ad to paid.
- LinkedIn or Google ad
- Offer page
- Intake form
- Discovery call
- Proposal the short options proposal
- Signed
- Deposit invoice
- Paid
Sample data.
Open it in the demoMost work still arrives by referral. The same map shows the intro, the call and the short options proposal.
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A second map runs delivery: kickoff, milestones, check-ins, the referral ask, and the renewal.
The practice, in eight numbers.
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Discovery calls this month
7
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Proposals sent and won
11 won
23 sent · 48% won
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Open pipeline value
$86,000
across 4 proposals
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Active clients, retainer and project
5
2 retainers, 3 projects
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The top client's share of revenue
29%
one retainer · $7,500
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Money owed and days to paid
$3,500
MD-118 · 13 days past due
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Where new work comes from
64%
referral
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Tax set-aside and months of reserve
$21,000
Q3 estimate · 5 of 6 months
Sample data.
Every engagement makes the next one easier to win.
Frameworks, past proposals, call notes and results stay linked to the client they came from. An agent you allow your proposals and frameworks drafts the next one from past work.
An agent allowed Lone Sock Supply Co. reads that client's files and nothing else. Morning brief lists today's calls and what each client last asked for. Nothing is sent without your yes.
More than a CRM. Less to maintain.
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A CRM tracks the deal. It doesn't hold what you delivered.
Oknola keeps both, linked to the invoice.
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Client portals and suites are built for firms with staff.
Oknola is built for the consultant who is the firm.
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A Notion template needs you as its admin.
Here the structure is fixed and enforced, and the pass keeps it tidy.
FAQ.
Early access, macOS and Android first. The structure, the pass and scoped agents work today. Operating Maps, Finance, Actions and superpowers are in build, and the demo shows them working on sample data.
Also built for:
Early access
Let the last engagement help win the next one.
Join the waitlist for early access on macOS and Android.