CONSULTANTS GROWTH SYSTEM
For business, marketing, finance, IT and HR consultants. Our system captures enquiries, books qualified consultations, sends proposals and contracts, collects retainers and keeps past clients sending referrals.
THE HIDDEN COST
Your expertise wins the work. Slow follow-up and manual paperwork lose it.
Prospects reach out to several firms at once. The first one to respond with a clear next step usually wins.
Proposals get sent and then nothing. Without follow-up, good engagements stall or go to someone else.
Repeat work and referrals dry up when nobody stays in touch after a project ends.
THE SYSTEM
Set up around your services, your sales process and your client work.
Website, LinkedIn and email enquiries get a professional reply within seconds.
Prospects answer a few questions before they book, so you only meet serious leads.
Track every opportunity from first call to proposal to signed client, with deal values.
Send proposals and contracts that clients can review and sign online.
Polite follow-ups go out until the prospect says yes, no or not yet.
Send invoices, collect deposits and bill monthly retainers automatically.
Welcome emails, intake questionnaires and kickoff booking go out the moment a contract is signed.
Stay in touch after projects end with check-ins, case updates and referral requests.
Email, texts, LinkedIn leads, website chat and social messages in one place.
A DAY WITH THE SYSTEM
You do the consulting. The system runs your pipeline and paperwork.
A business owner fills out your contact form. She gets a reply with your booking link in seconds.
She answers a few qualifying questions and books a consultation.
Your proposal and contract arrive in her inbox, ready to sign online.
She signs, pays the deposit and books the kickoff call automatically.
A check-in message and a friendly request for a referral or review.
HOW IT WORKS
You don’t need any tech skills. We do the setup for you.
We map how enquiries come in and how they turn into signed clients today.
We set up booking, pipeline, proposals, payments and onboarding around your services.
We walk you and your team through it, launch, and keep improving it with you.
PRICING
One system, one monthly price. Pick the plan that fits how fast you want to grow.
$99 CAD/month
Everything you need to capture leads, manage deals and get paid.
MOST POPULAR
$299 CAD/month
Starter plus AI that replies to enquiries and books consultations for you, and a free website.
$499 CAD/month
Growth with unlimited AI usage, so you never think about usage bills.
Text, call and email usage is billed at cost on all plans. *Unlimited AI usage is subject to fair use.
FAQ
Yes. You can send proposals and contracts that clients sign online, and track who has opened and signed them.
Yes. You can bill one-time projects, deposits and recurring monthly retainers automatically.
Yes. Every plan includes unlimited team members, and you can assign deals and tasks to each person.
Yes. Every email, form, booking page and proposal carries your own brand and domain.
Most consultants are live within a few days to two weeks, depending on your services and sales process.
Plans start at $99 CAD/month. Growth ($299 CAD) adds AI replies and a free website, and Pro ($499 CAD) includes unlimited AI usage. Text, call and email usage is billed at cost.
Book a free 30 minute growth call. We’ll show you where deals are slipping and how to close more of them.
