You and me, with your clients.For consultants & right-hand people
Support your clients one step ahead.
The problem was never the quality of your recommendations. It's what's left of them between two meetings. I keep track with each of your clients — with the business owner and with their team.
The problem
Between sessions, everything falls flat.
You leave with an action plan. Three weeks later, you rediscover it with your client.
Your recommendations evaporate
Nobody wrote them down in the right place, and the client's team never saw them.
You recap every time
A one-hour session, twenty minutes to work out where you'd got to.
Your clients get mixed up
Six business owners, six ways of working, and everything on your hard drive.
What you're looking for
Every session picks up where the last one left off.
- One space per client, with its strategy, goals and team
- Your recommendations as dated tasks, each with an owner
- The client's team writing and updating its processes between your sessions
- A status update ready before every meeting
- A shared framework: the CED method
Several clients
A whole portfolio. Memories that never get mixed up.
Each client has its own space: its strategy, its goals, its team, its documents. You move from one to the next; what you know about one never comes out at another.
You, the consultantinvited into each space, with your own access
One space per client
When I prepare your session with one client, I read only their space. Nothing passes from one client to another.
The client keeps everything
The space belongs to your client. When the engagement ends, their strategy, their documents and their export stay with them.
Your method goes with you
The same CED for everyone: you compare, you prioritise, you don't reinvent your materials for each client.
Everyone moves forward on their own
The business owner and their team carry on with me. You come back, everything is up to date.
How it works
How we go about it.
You join your client's space.
A link with your personal code, valid for 30 days. Even without an account, it takes you into your client's space.
You lead the work.
Strategy, goals, organisation, processes: you work with the business owner and their team, or you let them move forward with me between your sessions.
Your recommendations become work.
Dated tasks, each with an owner. The documents, I write them, in your client's voice.
You move from one client to the next.
All your client spaces in your menu, and your AI assistant always knows which company you're working in.
An example
“Give me a status update before our Thursday session.”
I read your client's space — their Review, their goals, their tasks — and give you what you need to open the session.
What's in it for you
A framework to work with. And a referral fee.
My method as a shared foundation
You arrive with a structured framework, the CED, rather than a home-made template. Your client understands where they stand, at every moment.
Based on your portfolio
Dedicated pricing for firms and independents, on request, based on the number of client spaces you support.
A referral fee
For every business owner you bring onto the platform, you earn a referral fee. How it works →
“You bring the judgement, I bring the consistency. Neither one replaces the other.”