Consultant audit and engagement platform
Consultancy-grade work. Stage by stage.
StagewiseConsult gives professional business and AI consultants a structured, evidence-led way to audit a client, diagnose what matters, build the business case and propose with confidence, then prove the results.
Only available to Ready Made Digital Platinum Franchise Partners.
Evidence behind every finding
0AI that drafts, consultants who decide
1Outputs your clients will keep
201The problem
Clients expect strategy-firm rigour. Most consultants are working from spreadsheets and slide templates.
Fragmented tools
Notes in one place, scores in another, the proposal in a third. Nothing connects.
Re-keying
The same facts typed again at every step, with a little lost each time.
Unsupported numbers
Figures that sound right but cannot be traced to a source when a client asks.
No business case, no proof
Proposals without a case for the spend, and no structured way to show results after the sale.
02The method
Seven stages. Each one hands its findings to the next.
01
Prepare
A research brief and starting hypotheses before the first conversation.
Read more02
Discover
A structured conversation that turns what the client says into evidence.
Read more03
Diagnose
Eight areas scored 1 to 5, each score backed by evidence.
Read more04
Prioritise
Where time and money leak, and the three moves that matter most.
Read more05
Justify
A business case with three scenarios, payback and sensitivity.
Read more06
Propose
An interactive web proposal with e-signature and deposit.
Read more07
Review
Quarterly review against the original baseline and business case.
Read more
REVIEW ↺ LOOPS BACK TO PRIORITISE
03Client Audit
An audit that walks through how the business really works.
On site, you walk the client through real scenarios and capture what happens at each step. The client sees a clean, calm view. You see the evidence building behind it.
A short self-audit can also sit on your own website, so prospective clients arrive with a first view already formed.
Scenario 2 of 5
A customer calls at 7pm about a burst pipe. What happens next?
Scores, 1 to 5
- Strategy and leadership3.0
- Customer journey and lead handling2.0
- Marketing and visibility2.5
- Sales process2.0
- Operations and process3.0
- Data and systems1.5
- People and skills3.0
- Governance and risk2.5
04Diagnose
Eight areas, scored 1 to 5, every score backed by evidence and benchmarked against peers.
The client's own view sits beside the evidence, so the conversation is about the gap, not the opinion.
05Justify
Three scenarios, payback and sensitivity, with every assumption sourced.
Each figure is labelled client stated, measured, benchmark or estimate. Forecasts are presented as estimates, because that is what they are.
Business case
Out-of-hours call answering
Conservative
11months
Payback, est. return 1.4x
Expected
7months
Payback, est. return 2.2x
Stretch
5months
Payback, est. return 3.1x
Cumulative cash, £k, months 0 to 14
06What your clients receive
Documents written to be kept, not filed.
Audit Summary
Harbour & Vale Plumbing Ltd
Diagnostic Report
Harbour & Vale Plumbing Ltd
Priorities
Harbour & Vale Plumbing Ltd
Business Case
Harbour & Vale Plumbing Ltd
Proposal
Harbour & Vale Plumbing Ltd
Quarterly Review
Harbour & Vale Plumbing Ltd
07Built for consultants
For practitioners who want their work to stand up to scrutiny.
Who it is for
- Independent business consultants
- AI and digital transformation consultants
- Boutique advisory firms
- Fractional COOs and CTOs
The standards it is held to
- Every finding traceable to its evidence.
- Every number labelled by source.
- Nothing reaches a client without consultant approval.
- Client data kept separate, per consultant.
- Plain British English, without hype.
AI drafts. The consultant decides. Nothing reaches a client without a human approving it.
Our operating principle
Private walkthrough
See StagewiseConsult in a private walkthrough.
A focused session on your practice, your clients and how the seven stages would fit the way you work.
Only available to Ready Made Digital Platinum Franchise Partners.