Stop building dashboards in PowerPoint.
Resell a real platform instead.
Strategy Hub is the multi-tenant strategic planning, KPI tracking and budget alignment software that consultants white-label and bill to their clients — on a clean monthly or annual subscription you control.
No credit card required · Cancel anytime
Built around how consultants actually work
One login. Every engagement. Zero data crossover.
Manage every client in one place
Switch between client workspaces with a dropdown. No re-logins, no exported decks, no version-control nightmares.
Turn engagements into recurring revenue
Plans don't end at delivery. Charge your clients monthly for the platform that keeps their strategy alive after you leave.
Look more professional than your competitors
Branded colors, logo, and an optional public page show clients you ship real software — not a Notion template.
Everything in one platform
Every capability you'd otherwise stitch together from a planning tool, a BI tool, a survey tool, and a spreadsheet.
Strategic plan builder
Vision, mission, values, goals and initiatives in one structured hierarchy your clients can actually maintain.
Initiative tracking
Owners, due dates, status, and RAG indicators so nothing falls between the cracks between quarterly reviews.
KPI time-series
Targets, thresholds, trend arrows and automatic RAG status. Manual entry or auto-synced — your call.
Budget alignment
Heatmap, treemap, sankey and resource-contention views to prove dollars match strategic priorities.
Auto-sync data sources
Google Sheets, BigQuery, Snowflake and CSV uploads keep KPIs current without anyone re-entering numbers.
AI-powered insights
Executive summaries, plan import from PDF/Word, and a built-in assistant that answers questions about the plan.
Role-based access
Admin, Goal Owner, Initiative Owner, Viewer — least-privilege by design across every client workspace.
KPI update requests
Tokenized email links let non-users submit a single KPI value — no seat required for occasional contributors.
Public transparency pages
Optionally publish a branded read-only view of a client's plan to their residents, board, or stakeholders.
My work view
Every owner gets a personal queue of the goals, initiatives and KPIs they're accountable for.
Enterprise-grade security
Row-level security, SSO-ready auth, audit-friendly multi-tenant isolation between every client engagement.
Multi-tenant by design
Run dozens of client engagements from one login. Switch workspaces with a click — never mix data.
From kickoff to recurring revenue in 3 steps
Create the client workspace
Spin up a new tenant in seconds. Upload their existing plan PDF and let AI extract goals, KPIs and initiatives.
Connect their data
Plug in Google Sheets, BigQuery or Snowflake — or invite owners to submit updates via tokenized email links.
Hand them the keys
Train their team in an hour. You stay on as admin. Bill them monthly. Renew the engagement around what the data shows.
Pricing that scales with your book of business
Monthly or annual. Cancel anytime. 14-day free trial on every plan.
Solo Consultant
For independent strategy and management consultants.
or $4,950 / year — save 17%
- Up to 3 client workspaces
- Unlimited goals, initiatives, KPIs
- Budget alignment views
- CSV + Google Sheets data sync
- AI executive summaries
- Email support
Practice
For boutique firms running multiple engagements.
or $7,950 / year — save 17%
- Up to 15 client workspaces
- Everything in Solo
- BigQuery + Snowflake connectors
- Public transparency pages
- Branded client portal colors & logo
- Tokenized KPI update requests
- Priority support
Firm
For established consultancies and advisory firms.
Annual contract, invoiced
- Unlimited client workspaces
- Everything in Practice
- White-label custom domain
- SSO / SAML
- Dedicated success manager
- Onboarding & migration services
- SLA & DPA available
Need more workspaces or a custom data connector? Get in touch.
Prove the budget actually matches the strategy
Four switchable views — heatmap, treemap, sankey flow, and resource contention — turn budget conversations into evidence-led decisions. Surface unfunded initiatives and over-stretched owners in seconds, not weeks.
- Compare budget share vs strategic priority weight
- Spot owners leading too many initiatives
- Drill from goal to dollar to deliverable
- Inline editing for admins
Priority vs budget share
FY26 · $4.8M
Everything ClearPoint does — plus what they don't
We match ClearPoint on core strategy tools. Then we pull ahead with AI, embeddable widgets, public portals, and open APIs — so you never need a second platform.
Comparison based on publicly documented ClearPoint Strategy capabilities. SAML SSO is available today on the Firm plan; Slack/Teams and Jira/Asana are on the Strategy Hub roadmap.
"We replaced a $40k custom Tableau build and three shared spreadsheets with Strategy Hub. Our clients now log in themselves — and we bill them every month for the privilege."
— Director, public-sector strategy practice
Frequently asked questions
Can I white-label the platform for my clients?
Yes. Practice and Firm plans support per-client branding (logo, colors, tagline). Firm adds a custom domain so clients see your brand end-to-end.
How does multi-tenant isolation work?
Every client is a separate workspace enforced at the database row level. Switching workspaces from your account is one click; data never crosses between tenants.
What happens after the 14-day trial?
You pick a plan and enter billing. If you don't, your workspaces go read-only — nothing is deleted for 60 days so you can come back.
Do my clients need their own seats?
Only if they log in. Occasional KPI contributors can submit values through tokenized email links with no seat required.
Can I import an existing strategic plan?
Yes. Upload a PDF or Word document and the AI importer extracts goals, KPIs and initiatives for you to review.
Is there an annual discount?
Yes — paying annually saves roughly 17% on Solo and Practice plans. Firm is annual-only and invoiced.
Turn your next engagement into a subscription.
14 days free. No credit card. Set up your first client workspace in under 10 minutes.