FOR CONSULTANTS & SMALL AGENCIES

Client work.
One clear next step.

Bring your clients, projects, and next steps into focus. Ralti combines editable sheets with connections that keep the work together.

For independent consultants and small agencies. No card to join. Invitations when access becomes available.

A CLEARER PICTURE OF YOUR WORK

One client. Every next step.

Interactive example · fictional data
CLIENTS

Select a client to see how the pieces connect.

Northstar StudioIn progress

Brand refresh

A clear identity, a ready-to-use toolkit, and an agreed next step.

Project ownerMorgan
Next milestoneConcept review
DueOct 2
Next steps for this project
Next stepOwnerStatus
Prepare two visual directionsMorganIn progress
Confirm the review callAlexReady
Collect stakeholder feedbackMorganNext

An illustrative client-work setup, separate from the Ralti app. Your real work stays yours.

01

Know what belongs where.

Connect the client to the project and the project to its next steps. Keep the context beside the work.

02

Keep the spreadsheet feel.

Start with familiar rows and columns. Add owners, due dates, and useful views as your work grows.

03

Describe the change.

Ask Ralti to propose a setup or an edit. Review the change before applying it in your workspace.

SOMETHING USEFUL, RIGHT NOW

Your client-work starter kit.

Three editable CSVs for clients, projects, and tasks, plus a short setup guide. Open them in your spreadsheet app and adapt the example to your business.

Fictional sample records. No email required. CSVs do not automatically create linked records in Ralti.

01Clients.csvKeep the relationship in view.
02Projects.csvGive every engagement a home.
03Tasks.csvMake the next step explicit.
Download the starter kit
Can I start using the Ralti app immediately?

This page collects early-access requests. Invitations are sent as access becomes available; joining does not immediately create an account.

Do I need to join to download the starter kit?

No. The example CSVs and setup guide are freely available. Join the list if you’d like an invitation to use Ralti.

Can I use the kit in Excel or Google Sheets?

Yes. Open or import each CSV as its own sheet. Matching client and project names help you keep the files consistent. The guide explains how to adapt them.

What happens when I want more room?

Ralti has a Free Forever plan and planned Plus and Team tiers. See planned pricing and allowances. Paid subscriptions are not available on this page.