Sell your consulting like a product — not a custom project every time

Consultants

For consultants and advisors: paid discovery, checkout, subscriptions for retainers, invoices, and client handoff. Clean, fast, repeatable.

  • Offer templates (audit → retainer → upsell)
  • Client-ready checkout + recurring retainers
  • Handoff that stays clean after the first call
Start with a template

No credit card required for testing.

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Start with

You sell clarity and outcomes. This helps you package your offer, deliver faster, and get paid without chasing invoices.

Close faster, deliver cleaner, get paid on autopilot

Repeatable offers beat custom chaos.

Stop reinventing. Start productizing.
Consultant mode

What you get

  • Offer templates (audit, advisory, retainer)
  • Client-ready checkout links
  • Subscriptions for monthly retainers
  • Automated emails (confirmation, receipts, reminders)
  • Simple analytics for tracking revenue and conversions
  • Client handoff flow (what’s next, access, deliverables)

Use cases

  • Paid discovery calls and audits
  • Monthly advisory retainers
  • Implementation sprints (fixed scope)
  • Workshops and trainings
  • Membership / content access for clients

Solves

  • Manual invoicing and awkward payment follow-ups
  • One-off proposals that take forever to scope
  • Messy handoffs and unclear next steps
  • Too many tools glued together
The “same offer, every week” workflow.

Fun facts

  • The easiest way to grow is to sell the same offer more often.
  • Clients pay faster when checkout is simple.
  • Productized consulting feels premium — and scales better.
Start with a template

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