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Customer stories

Consulting firms that turned strategy work into recurring revenue.

Straight answer: we're early, and none of the firms below has yet agreed to be named publicly. The numbers, workflows, and quotes are pulled from live workspaces — names are withheld at the client's request. Ask us on a call and we'll walk you through the actual workspace.

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Case 01 · Government & public sector advisoryPublic-sector strategy practice

Replaced a $40k Tableau build with a client-facing workspace.

The challenge

The practice was maintaining a custom Tableau dashboard, three shared spreadsheets, and a quarterly PowerPoint deck for a single agency client. Every reporting cycle burned 30+ hours of senior time and the client rarely opened the dashboard between reviews.

The approach

The team stood up a StrategyHub™ workspace, imported the existing plan via the AI plan importer, and gave the client login credentials so they could log KPI measurements themselves. Quarterly reviews shifted from status recaps to decisions.

8 hrs
saved per board report
12
client users logging in weekly
$40k
custom BI build retired
"We replaced a $40k custom Tableau build and three shared spreadsheets. Our clients now log in themselves — and we bill them every month for the privilege."
— Director, public-sector strategy practice
Case 02 · Mid-market strategy & operationsBoutique management consultancy

Ships a board-ready packet in 30 seconds instead of a full day.

The challenge

A principal at a 6-person boutique was personally writing every quarterly executive summary — pulling KPI values from a spreadsheet, formatting a narrative, and rebuilding the same slide layout every 90 days across a dozen engagements.

The approach

Migrated all active engagements into StrategyHub™ workspaces. The AI executive summary now reads goals, KPI trends, RAG status, and initiative progress directly from the live plan and outputs a formatted narrative on demand.

1 day
saved per client, per quarter
12
engagements on a single rhythm
30 sec
to generate a board packet
"The AI executive summary alone saves me a full day per client every quarter. It reads like something I'd write — but in 30 seconds."
— Principal, boutique management consultancy
Case 03 · Long-cycle strategic advisoryAdvisory firm

Turned one-off plans into recurring client relationships.

The challenge

Clients would sign a strategic planning engagement, receive a beautifully bound plan, and disappear until the following year — often not renewing. The firm had no visibility into whether the plan was ever executed.

The approach

Every plan is now delivered as a live StrategyHub™ workspace. Clients get logins, monthly nudges, and a public transparency page for their board. The firm sees usage signals and can proactively re-engage before renewal.

Weekly
client logins between reviews
Higher
renewal rate vs. deck-only delivery
1
shared source of truth per engagement
"My clients used to disappear the moment we handed over the plan. Now they're inside StrategyHub™ every week, and renewals almost close themselves."
— Managing partner, advisory firm

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