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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
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Week calendar

Sessions
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Discovery call: Alderlea Credit Union
2
3
4
5Technology roadmap workshop: Foxtail Furniture Works
6Vendor selection review: Pennant Freight BrokersSecurity posture check: Kestrel Ridge Orthodontics
7
8Budget planning session: Bellwether Land SurveyingFollow-up: Pennant Freight Brokers (visit 2)
9Discovery call: Dunmore Plumbing Supply (visit 2)
10
11
12
13Technology roadmap workshop: Bellwether Land Surveying
14Vendor selection review: Foxtail Furniture WorksSecurity posture check: Alderlea Credit Union
15
16Budget planning session: Kestrel Ridge OrthodonticsFollow-up: Cormorant Coffee Roasters (visit 2)
17
18
19Discovery call: Bellwether Land SurveyingTechnology roadmap workshop: Kestrel Ridge Orthodontics
20Vendor selection review: Foxtail Furniture Works (visit 2)Security posture check: Alderlea Credit Union (visit 2)
21Budget planning session: Pennant Freight Brokers
22Follow-up: Bellwether Land SurveyingDiscovery call: Bellwether Land Surveying (visit 2)
23
24
25
26Technology roadmap workshop: Wexford Lane Veterinary Group (visit 2)
27Vendor selection review: Wexford Lane Veterinary GroupSecurity posture check: Wexford Lane Veterinary Group
28Budget planning session: Gannet Point MarinaFollow-up: Kestrel Ridge Orthodontics
29Discovery call: Pennant Freight Brokers
30
31

Tables

Sessions

39 sample rows · 11 columns

Every working session with a client, from the booking request to the day it is held.

SessionClientKind of sessionConsultantSlotStatusFee
Follow-up: Kestrel Ridge OrthodonticsKestrel Ridge OrthodonticsFollow-up—Oct 28, 5:00 PMRequested$350
Budget planning session: Gannet Point MarinaGannet Point MarinaBudget planning session—Oct 28, 10:00 PMRequested$800
Discovery call: Pennant Freight BrokersPennant Freight BrokersDiscovery call—Oct 29, 5:00 PMRequested$0
Vendor selection review: Pennant Freight Brokers (visit 2)Pennant Freight BrokersVendor selection review—Nov 2, 5:00 PMRequested$1,200
Technology roadmap workshop: Ravenna Row Pediatrics (visit 2)Ravenna Row PediatricsTechnology roadmap workshop—Nov 2, 9:00 PMRequested$1,400
Security posture check: Gannet Point MarinaGannet Point MarinaSecurity posture check—Nov 3, 9:00 PMRequested$950

Clients

12 sample rows · 9 columns

The companies the firm advises, who to call and how they are billed.

ClientSectorStaff sizeBillingMain contactContact emailContact phone
Alderlea Credit UnionFinance51-200Monthly retainerCordelia Vasquez-Lundcordelia.vasquez@baypointinbox.net(253) 555-0136
Bellwether Land SurveyingConstruction1-10HourlyAmbrosia Fennimoreambrosia.fennimore@baypointinbox.net(253) 555-0154
Cormorant Coffee RoastersRetail11-50HourlyCaspar Oduya-Larkcaspar.oduya@baypointinbox.net(253) 555-0157
Dunmore Plumbing SupplyWholesale51-200Monthly retainerRosalind Pettibone-Aderosalind.pettibone@baypointinbox.net(253) 555-0160
Foxtail Furniture WorksManufacturing11-50HourlyMarisol Thackeray-Buimarisol.thackeray@baypointinbox.net(253) 555-0148
Gannet Point MarinaHospitality1-10HourlyLysandre Mbeki-Strandlysandre.mbeki@baypointinbox.net(253) 555-0139
Kestrel Ridge OrthodonticsHealthcare11-50Monthly retainerOttilie Ngwenya-Raskottilie.ngwenya@baypointinbox.net(253) 555-0130
Larchwood Senior LivingHealthcare51-200Monthly retainerWystan Delacorte-Yoonwystan.delacorte@baypointinbox.net(253) 555-0151
Pennant Freight BrokersLogistics51-200Monthly retainerBartolomeo Teixeira-Holmbartolomeo.teixeira@baypointinbox.net(253) 555-0133
Ravenna Row PediatricsHealthcare11-50HourlyTobiah Wadsworth-Itotobiah.wadsworth@baypointinbox.net(253) 555-0163
Tamarack Title and EscrowReal estate11-50Monthly retainerFitzroy Amadi-Kerrfitzroy.amadi@baypointinbox.net(253) 555-0145
Wexford Lane Veterinary GroupHealthcare11-50HourlyHesper Ostranderhesper.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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