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Note-taking method

Best GTD for Consultants

Getting Things Done — a workflow for capturing and processing tasks. For consultants, the working week is context-switching across clients with no bridge between engagements. The rest of this page is the method, cut for that week.

By tentus team · Updated 2026-09-20

What GTD actually asks of you

Get every commitment out of your head and into one trusted inbox, then decide the very next physical action for each.

Lists are organized by the verb — call, draft, review — never by topic. The non-negotiable part is the review: without it the lists rot into noise within two weeks.

How consultants put it to work

  1. 1

    Client contexts that separate cleanly

    Keep an explicit index for each engagement and check the source of every item before a handoff. Labels and linked notes do not enforce client isolation inside a workspace. Review access and remove unrelated client material before sharing.

  2. 2

    Deliverables linked to their findings

    Every number in the deck traces back to the interview or analysis it came from. When a client's CFO challenges a figure, the trail is one link, not an afternoon.

  3. 3

    Patterns across engagements

    Anonymized, the same problem appearing at three clients is a practice asset. Connections across client contexts are where the repeatable insight — and the next productized offer — hides.

The capture habit, the linking, and the retrieval are the parts tentus automates — gtd without the daily upkeep.

Try it with tentus

tentus makes GTD practical for consultants. Capture, link, and retrieve without the busywork.

Other methods worth trying

GTD for other roles