How Strategy Partners transformed client delivery
Strategy Partners, a boutique consulting firm with 5 senior consultants, was managing strategic planning engagements for mid-market companies. Deliverables were in PowerPoint, communications in email, and project status was anyone's guess.
Managing Partner at Strategy Partners
Michelle leads a team of 5 consultants delivering strategic planning, market analysis, and organizational design for mid-market companies in 3-6 month engagements.
"Consulting is about delivering insights, not managing email. When clients can't find our deliverables or don't know our progress, it undermines the value we're creating."
Michelle creates a workspace for each consulting engagement. The 'TechCo Strategic Growth Plan' workspace becomes the single source of truth for all deliverables, analysis, and communications.
Break down consulting projects into specific tasks: research, interviews, analysis, deliverable creation, client reviews. Track progress and ensure every engagement milestone is completed on time.
Market research, competitive analysis, strategic frameworks, and final recommendations are organized by phase. Clients access them anytime—no more 'can you resend?' emails.
Each engagement is organized by phase: Discovery, Analysis, Strategy Development, Implementation Planning. Clients see where they are in the journey.
Track consultant hours, manage retainers, and generate invoices tied to engagement phases or milestones. Provide transparent billing that justifies your consulting fees.
Clients receive automatic updates when phases complete, deliverables are ready for review, or key insights are discovered—maintaining engagement without constant status meetings.
Organize projects by phase with clear milestones and deliverables for each stage
Show clients exactly where you are in the engagement with visual progress tracking
Store reports, presentations, and analysis with version control and easy access
Collect feedback, answer questions, and co-create solutions directly on deliverables
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