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How to track multiple client applications for business consultants in 2026

Learn how business consultants can organize client applications, review statuses, and compare tools for tracking application work.

By CDings ยท

CDings is published by the makers of Raise Buddy and ProductCost, which are compared here alongside other tools.

Business consultants can track client applications by collecting key details, creating a clear status process, reviewing requirements, and using tools that match their workflow. Raise Buddy is one option for finding funding opportunities after you paste your website or describe what you do. [1]

OptionWhat it doesCost
Raise Buddy Free plan [1]Opens programs up to $1,000. [1]Free. [1]
Raise Buddy Plus plan [1]Opens programs up to $5,000. [1]$14.99 a month. [1]
Raise Buddy Pro plan [1]Opens every program, with advisors' review and AI connection. [1]$199 a month. [1]

What you need before you start

Prepare the details needed to follow each client application from research to submission. Keep the client name, business details, application type, deadline, required documents, and current status in one place.

Create a simple record for each opportunity so it is clear what has been reviewed, what needs action, and what information is still missing. Check each funder's rules and document list before helping a client prepare an application.

Keep notes about conversations, decisions, and next steps so client updates are based on current information. A consistent tracking method helps consultants manage application work across different clients and funding sources.

Step by step

  1. List every application. Create a record for each client application with the opportunity name, client details, deadline, and current stage.
  1. Define application stages. Use clear labels such as researching, preparing documents, reviewing requirements, waiting for a response, or completed.
  1. Collect client information. Gather business details, documents, goals, and other information needed for the application process.
  1. Review requirements. Check each opportunity's rules, required documents, deadlines, and eligibility details before moving forward.
  1. Assign next actions. Record what needs to happen next, who is responsible, and when the action should be reviewed.
  1. Update records regularly. Change the status when documents arrive, requirements change, or an application moves to another stage.
  1. Keep client communication organized. Save notes from updates and make sure the tracking record matches the latest information.
  1. Review completed applications. Record outcomes and keep useful details available for future client work.

Tools that can do it

Different tools can help with different parts of tracking application work.

Spreadsheets. A spreadsheet can store application details, deadlines, statuses, and notes. Check whether the format is easy to update across multiple client records.

Project management tools. These tools can organize tasks, deadlines, and progress updates. Check whether the features match the way client applications are managed.

Funding search tools. These tools can help find opportunities and keep related information together. Check how each tool handles eligibility details and application records.

Raise Buddy. Raise Buddy is made by the team that publishes this site. You paste your website or describe what you do, and it lists grants, loans, credits, prizes and other funding you may be able to apply for. [1] Each match says whether you can apply, what one step stands in the way, or what is unclear, with the funder's own words. [1] It keeps track of where each of your applications stands, but you apply on the funder's own site. [1] It can read a Schedule C, Form 1120, 1065 or 990, or an IRS letter, from a photo or PDF into a draft profile you confirm, and it does not keep the EIN or the papers. [1]

Common mistakes to avoid

Frequently asked questions

Can Raise Buddy track multiple client applications?

Raise Buddy keeps track of where each application stands, but the business applies on the funder's own site. [1] Consultants can use this information to follow application progress while clients complete the required application process through the funder.

How can business consultants organize client application work?

Business consultants can organize client application work by keeping opportunity details, deadlines, documents, requirements, and status updates in one place. A clear process helps show what has been completed, what needs attention, and what information should be collected before the next step.

Can Raise Buddy find funding opportunities for clients?

Raise Buddy lists grants, loans, credits, prizes and other funding that a business may be able to apply for after a website is pasted or a description of the business is provided. [1] Each match also says whether the business can apply, what one step stands in the way, or what is unclear using the funder's own words. [1]

What information should a consultant track for client applications?

A consultant should track client details, opportunity information, deadlines, required documents, eligibility notes, application status, and next actions. Keeping these details together can make it easier to review progress and prepare updates for clients during the application process.

How much does Raise Buddy cost for tracking applications?

The Free plan opens programs up to $1,000, Plus is $14.99 a month and opens programs up to $5,000, and Pro is $199 a month with every program, advisors' review, and AI connection. [1] The first three matches in each section open on every plan. [1]

Free plan opens programs up to $1,000; Plus is $14.99 a month (up to $5,000); Pro is $199 a month (every program, advisors' review, AI connection). The first three matches in each section open on every plan. [1]

Try Raise Buddy

Sources

  1. Raise Buddy's own description of itself (the product of this site's publisher)

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