IT consultancy
Millbrae Harbor Technology Advisors · IT consultancy · Tacoma, WA
Soren Jarvinen is the principal at Millbrae Harbor Technology Advisors, an IT strategy consultancy in Tacoma, and he uses this to let clients book working sessions with the right consultant and see each week full without anyone sitting in two meetings at once.
Legal and professionalSchedulingBookings3 tables · 5 views · 1 form · 2 dimension sets · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateWeek calendar
SessionsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2Budget planning session: Kestrel Ridge OrthodonticsFollow-up: Cormorant Coffee Roasters (visit 2)
3
4
5
6Discovery call: Bellwether Land SurveyingTechnology roadmap workshop: Kestrel Ridge Orthodontics
7Vendor selection review: Foxtail Furniture Works (visit 2)Security posture check: Alderlea Credit Union (visit 2)
8Budget planning session: Pennant Freight Brokers
9Follow-up: Bellwether Land SurveyingDiscovery call: Bellwether Land Surveying (visit 2)
10
11
12
13Technology roadmap workshop: Wexford Lane Veterinary Group (visit 2)
14Vendor selection review: Wexford Lane Veterinary GroupSecurity posture check: Wexford Lane Veterinary Group
15Budget planning session: Gannet Point MarinaFollow-up: Kestrel Ridge Orthodontics
16Discovery call: Pennant Freight Brokers
17
18
19
20Technology roadmap workshop: Ravenna Row Pediatrics (visit 2)Vendor selection review: Pennant Freight Brokers (visit 2)
21Security posture check: Gannet Point Marina
22
23
24
25
26
27
28
29
30
31
Tables
Sessions
39 sample rows · 11 columnsEvery working session with a client, from the booking request to the day it is held.
| Session | Client | Kind of session | Consultant | Slot | Status | Fee |
|---|---|---|---|---|---|---|
| Follow-up: Kestrel Ridge Orthodontics | Kestrel Ridge Orthodontics | Follow-up | — | Oct 15, 5:00 PM | Requested | $350 |
| Budget planning session: Gannet Point Marina | Gannet Point Marina | Budget planning session | — | Oct 15, 10:00 PM | Requested | $800 |
| Discovery call: Pennant Freight Brokers | Pennant Freight Brokers | Discovery call | — | Oct 16, 5:00 PM | Requested | $0 |
| Vendor selection review: Pennant Freight Brokers (visit 2) | Pennant Freight Brokers | Vendor selection review | — | Oct 20, 4:00 PM | Requested | $1,200 |
| Technology roadmap workshop: Ravenna Row Pediatrics (visit 2) | Ravenna Row Pediatrics | Technology roadmap workshop | — | Oct 20, 8:00 PM | Requested | $1,400 |
| Security posture check: Gannet Point Marina | Gannet Point Marina | Security posture check | — | Oct 21, 8:00 PM | Requested | $950 |
Clients
12 sample rows · 9 columnsThe companies the firm advises, who to call and how they are billed.
| Client | Sector | Staff size | Billing | Main contact | Contact email | Contact phone |
|---|---|---|---|---|---|---|
| Alderlea Credit Union | Finance | 51-200 | Monthly retainer | Cordelia Vasquez-Lund | cordelia.vasquez@baypointinbox.net | (253) 555-0136 |
| Bellwether Land Surveying | Construction | 1-10 | Hourly | Ambrosia Fennimore | ambrosia.fennimore@baypointinbox.net | (253) 555-0154 |
| Cormorant Coffee Roasters | Retail | 11-50 | Hourly | Caspar Oduya-Lark | caspar.oduya@baypointinbox.net | (253) 555-0157 |
| Dunmore Plumbing Supply | Wholesale | 51-200 | Monthly retainer | Rosalind Pettibone-Ade | rosalind.pettibone@baypointinbox.net | (253) 555-0160 |
| Foxtail Furniture Works | Manufacturing | 11-50 | Hourly | Marisol Thackeray-Bui | marisol.thackeray@baypointinbox.net | (253) 555-0148 |
| Gannet Point Marina | Hospitality | 1-10 | Hourly | Lysandre Mbeki-Strand | lysandre.mbeki@baypointinbox.net | (253) 555-0139 |
| Kestrel Ridge Orthodontics | Healthcare | 11-50 | Monthly retainer | Ottilie Ngwenya-Rask | ottilie.ngwenya@baypointinbox.net | (253) 555-0130 |
| Larchwood Senior Living | Healthcare | 51-200 | Monthly retainer | Wystan Delacorte-Yoon | wystan.delacorte@baypointinbox.net | (253) 555-0151 |
| Pennant Freight Brokers | Logistics | 51-200 | Monthly retainer | Bartolomeo Teixeira-Holm | bartolomeo.teixeira@baypointinbox.net | (253) 555-0133 |
| Ravenna Row Pediatrics | Healthcare | 11-50 | Hourly | Tobiah Wadsworth-Ito | tobiah.wadsworth@baypointinbox.net | (253) 555-0163 |
| Tamarack Title and Escrow | Real estate | 11-50 | Monthly retainer | Fitzroy Amadi-Kerr | fitzroy.amadi@baypointinbox.net | (253) 555-0145 |
| Wexford Lane Veterinary Group | Healthcare | 11-50 | Hourly | Hesper Ostrander | hesper.ostrander@baypointinbox.net | (253) 555-0142 |
Also included
- Session boardStage rules
- Requests to confirmDigest
- Session tomorrowNotificationTells the consultant the day before so the briefing is ready.
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