Platform
A workspace built for the way consultants actually work.
Fast, quiet and precise. Everything in one place, from the first research brief to the quarterly review.
01Workspace
Keyboard-first, with nothing in the way.
Engagement
Harbour & Vale Plumbing Ltd
Evidence items
46
Hypotheses supported
3 of 4
Awaiting your approval
2
Command palette
Jump to any client, stage or finding in a keystroke.
Inline editing
Edit where you read. No modal forms.
Resilient autosave
Copes with patchy site Wi-Fi and syncs when you reconnect.
02Evidence trail
Ask "why?" of any finding and get an answer.
Every score, assumption and recommendation links back to the notes, documents and conversations behind it.
The eight assessment areas
- 01Strategy and leadership
- 02Customer journey and lead handling
- 03Marketing and visibility
- 04Sales process
- 05Operations and process
- 06Data and systems
- 07People and skills
- 08Governance and risk
Finding
Out-of-hours enquiries are not answered until the next working day.
Suggested score 2 of 5 · Awaiting consultant
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
03Business case modeller
Costs, benefits, payback and sensitivity, in one model.
Three scenarios side by side. Change an assumption and every figure updates, with its source label intact.
04After the analysis
From proposal to proof.
Interactive web proposals
Options, phased roadmap, roles and responsibilities, with e-signature and deposit built in.
Quarterly reviews
Re-score the assessment against the original baseline and business case, then agree the next three priorities.
Library and Academy
Training for each stage, a practice engagement, and an AI role-play client for rehearsing discovery calls.
05Integrations
Fits alongside the tools you already use.
API
Read and write engagements, evidence and outputs from your own systems.
Webhooks
Notify your CRM or project tools when a stage completes or a proposal is signed.
Embeddable widgets
Place the client self-audit on your own website, in your own branding.
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.