How you bring order, organisation and ownership to your client work.
If you’re a consultant, you’re not managing one pipeline.
You’re managing:
After each meeting, actions are discussed and decisions are made.
Over time:
Most CRMs are built for:
One company
One pipeline
One set of relationships
They do not reflect how consultancy businesses operate.
They don’t connect conversations, actions, opportunities and risk in a way that actually works day to day.
A structured way to capture conversations, define actions and keep everything connected across your clients and pipeline.
This system connects:
Everything discussed is tracked and followed through.
Meetings and workshops are turned into structured reports with clear actions and insight.
Key actions, deadlines and risks are clearly defined.
Your opportunities, actions, clients and risks are managed in a single system.
This is where I come in, turning what’s discussed into something structured, visible and usable.
Clear visibility across all opportunities
Defined next steps for every deal and relationship
Visibility of risks before they become problems
A single place to track everything
Confidence that nothing is missed
The Consultancy Operating System gives you a structured way to manage everything in one place
The Consultancy Operating System can be set up at different levels, depending on how much structure and support you need.
Most consultants start with Setup + Population as a practical starting point.
A complete system setup giving you clear visibility across your consultancy work.
Includes:
You leave with a structured system ready to use and adapt.
£1,000
Everything in the setup, plus initial data added so you can get started immediately.
Includes:
You start with a system that already reflects your current work, without building everything from scratch.
£2,250
A fully structured and populated system built around how your consultancy actually operates.
This is not a template or empty setup. It is a working system, built with your real clients, opportunities and actions.
Includes:
You start with a complete, usable system that gives you clear visibility across your work, defined next steps, organised relationships, and the confidence that nothing is being missed
£5,000
Setup
is right if you want the structure and are happy to build it out yourself
Setup + Population
gives you a strong head start
Fully Built
is for consultants who want everything structured and ready from day one
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If you’re not sure which option is right, we can talk it through and shape it around how you currently work.
Ongoing support is available to help you maintain and evolve the system as your consultancy grows.
If you want to stop relying on memory, inboxes and scattered notes, and have everything structured and tracked properly, let’s talk.