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Management consultancy

Alderwood Corners Advisory · Management consultancy · Asheville, NC

Petra Paddington leads engagements at Alderwood Corners Advisory, a boutique management consultancy, and uses these checklists to carry every job from the first client request through delivery to final payment.

Legal and professionalWork ordersChecklists4 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 2 checklists · 1 notification · 1 agent
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Engagement board

Engagements
Requested4
AC-26-127Software onboarding redesignMarlpit Crossing Software
AC-26-128Veterinary group pricing studySorrel Bend Veterinary Group
AC-26-129Studio operating reviewLantern Quay Architecture
AC-26-130Credit union market entry planQuillon Park Credit Union
Scoped4
AC-26-123Freight lane pricing studyTallgrass Junction Freight
AC-26-124Marine supply org designFennimore Wharf Marine Supply
AC-26-125Cabinetry market entry planBrindle Ridge Custom Cabinetry
AC-26-126Dairy co-op board supportHollis Brook Dairy Cooperative
In progress8
AC-26-115Wharf inventory process redesignFennimore Wharf Marine Supply
AC-26-116Credit union fee schedule studyQuillon Park Credit Union
AC-26-117Cabinet line operating reviewBrindle Ridge Custom Cabinetry
AC-26-118Veterinary clinic org designSorrel Bend Veterinary Group
AC-26-119Software support market entryMarlpit Crossing Software
3 more
In review3
AC-26-112Studio billing process redesignLantern Quay Architecture
AC-26-113Cooperative board retreat supportHollis Brook Dairy Cooperative
AC-26-114Dispatch center org designTallgrass Junction Freight
Delivered4
AC-26-106Workshop throughput reviewBrindle Ridge Custom Cabinetry
AC-26-107Clinic group service pricingSorrel Bend Veterinary Group
AC-26-108Subscription tier pricing studyMarlpit Crossing Software
AC-26-109Residents' intake process redesignWrenfield Lane Senior Living
Paid7
AC-26-101Dairy route and cold-chain cost reviewHollis Brook Dairy Cooperative
AC-26-102Surgery scheduling redesignPinecrest Hollow Orthopedics
AC-26-103Fuel surcharge pricing studyTallgrass Junction Freight
AC-26-104Fourth-store market entry planFennimore Wharf Marine Supply
AC-26-105Branch staffing and org designQuillon Park Credit Union
2 more

Tables

Engagements

30 sample rows · 18 columns

Every piece of client work from the first request to the final payment, with its lead, dates and fee.

EngagementTitleClientKind of workStatusLeadRequested
AC-26-110Brewery distribution market entryColdwater Mill BrewingMarket entryPaidYsolde Brannock-TemboJan 31, 2026
AC-26-111Charter school operating reviewDunmore Heath Charter SchoolOperating reviewPaidPetra PaddingtonMar 2, 2026
AC-26-105Branch staffing and org designQuillon Park Credit UnionOrg designPaidPetra PaddingtonApr 1, 2026
AC-26-101Dairy route and cold-chain cost reviewHollis Brook Dairy CooperativeOperating reviewPaidOsric Valdemar-HughesApr 11, 2026
AC-26-102Surgery scheduling redesignPinecrest Hollow OrthopedicsProcess redesignPaidYsolde Brannock-TemboMay 1, 2026
AC-26-103Fuel surcharge pricing studyTallgrass Junction FreightPricing studyPaidPetra PaddingtonMay 21, 2026
AC-26-104Fourth-store market entry planFennimore Wharf Marine SupplyMarket entryPaidOsric Valdemar-HughesMay 31, 2026
AC-26-106Workshop throughput reviewBrindle Ridge Custom CabinetryOperating reviewDeliveredYsolde Brannock-TemboJun 20, 2026
AC-26-107Clinic group service pricingSorrel Bend Veterinary GroupPricing studyDeliveredRavindra AchterbergJul 10, 2026
AC-26-108Subscription tier pricing studyMarlpit Crossing SoftwarePricing studyDeliveredOsric Valdemar-HughesJul 15, 2026
AC-26-109Residents' intake process redesignWrenfield Lane Senior LivingProcess redesignDeliveredPetra PaddingtonJul 20, 2026
AC-26-112Studio billing process redesignLantern Quay ArchitectureProcess redesignIn reviewRavindra AchterbergAug 4, 2026

18 more rows

Invoices

33 sample rows · 10 columns

What has been billed on each engagement and what is still unpaid.

InvoiceEngagementMilestoneAmountIssuedDuePaid on
AC-INV-618AC-26-109Final$16,500Oct 9, 2026Nov 8, 2026—
AC-INV-616AC-26-108Final$14,400Oct 6, 2026Nov 5, 2026—
AC-INV-633AC-26-122Deposit$10,800Oct 2, 2026Nov 1, 2026Oct 14, 2026
AC-INV-632AC-26-121Deposit$3,400Sep 30, 2026Oct 30, 2026Oct 12, 2026
AC-INV-631AC-26-120Deposit$9,400Sep 28, 2026Oct 28, 2026Oct 10, 2026
AC-INV-630AC-26-119Deposit$13,600Sep 22, 2026Oct 22, 2026Oct 4, 2026
AC-INV-629AC-26-118Deposit$12,200Sep 17, 2026Oct 17, 2026—
AC-INV-628AC-26-117Deposit$10,000Sep 15, 2026Oct 15, 2026Sep 27, 2026
AC-INV-627AC-26-116Deposit$7,400Sep 10, 2026Oct 10, 2026Sep 22, 2026
AC-INV-626AC-26-115Deposit$10,400Sep 5, 2026Oct 5, 2026Sep 17, 2026
AC-INV-614AC-26-107Final$9,600Sep 3, 2026Oct 3, 2026—
AC-INV-612AC-26-106Final$11,700Aug 31, 2026Sep 30, 2026—

21 more rows

Clients

12 sample rows · 9 columns

The companies the firm advises, with the code each import matches on.

ClientClient codeIndustryMain contactContact emailContact phoneStatus
Brindle Ridge Custom CabinetryAC-C06ManufacturingCornelius Dubois-Ezecorneliusduboiseze@clientmail-alderwood.net(828) 555-0155Active
Coldwater Mill BrewingAC-C10Food productionAurelio Nakamura-Pelletieraurelionakamurapelletier@clientmail-alderwood.net(828) 555-0159Past
Dunmore Heath Charter SchoolAC-C11EducationMaximilian Okpara-Lindgrenmaximilianokparalindgren@clientmail-alderwood.net(828) 555-0160Past
Fennimore Wharf Marine SupplyAC-C04RetailThaddeus Wolcott-Adeyemithaddeuswolcottadeyemi@clientmail-alderwood.net(828) 555-0153Active
Hollis Brook Dairy CooperativeAC-C01Food productionBrunhilde Castellanos-Moyobrunhildecastellanosmoyo@clientmail-alderwood.net(828) 555-0150Active
Lantern Quay ArchitectureAC-C12Professional servicesSebastian Okonkwo-Vancesebastianokonkwovance@clientmail-alderwood.net(828) 555-0161Active
Marlpit Crossing SoftwareAC-C08SoftwareEzekiel Vanterpool-Satoezekielvanterpoolsato@clientmail-alderwood.net(828) 555-0157Active
Pinecrest Hollow OrthopedicsAC-C02HealthcareDariusz Ellingham-Prycedariuszellinghampryce@clientmail-alderwood.net(828) 555-0151Active
Quillon Park Credit UnionAC-C05Financial servicesIsadora Kaczmarek-Bellamyisadorakaczmarekbellamy@clientmail-alderwood.net(828) 555-0154Active
Sorrel Bend Veterinary GroupAC-C07HealthcareIngeborg Tillerman-Dubeingeborgtillermandube@clientmail-alderwood.net(828) 555-0156Active
Tallgrass Junction FreightAC-C03LogisticsEvander Pellegrini-Nwosuevanderpellegrininwosu@clientmail-alderwood.net(828) 555-0152Active
Wrenfield Lane Senior LivingAC-C09HealthcarePhilippa Ncube-Aldousphilippancubealdous@clientmail-alderwood.net(828) 555-0158Active

Also included

  • Engagement kickoffChecklist
  • Engagement close-outChecklist
  • Monday overdue listDigest
  • Invoice coming dueNotificationNudges the coordinator when an invoice is three days from its payment date.

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