For strategy consultants & advisory firms

Turn one-off engagements into recurring SaaS revenue.

Strategy Hub is the white-label strategic planning platform consultants resell to their clients. One login. Every engagement. A clean monthly subscription you control.

The economics of consulting + SaaS

A simple model. Add the platform to your retainer and let it compound.

10
Active clients

A typical solo consultant.

$1,500/mo
Per-client uplift

Platform + training + quarterly reviews, bundled.

$180k/yr
Recurring revenue

On top of your one-off engagement fees.

Illustrative. Your actual pricing power depends on your market and the value you deliver.

Why consultants pick Strategy Hub

Multi-tenant by design

One login. Switch between every client engagement with a dropdown. Data never crosses.

Recurring revenue model

Plans don't end at delivery. Charge monthly for the platform that keeps the strategy alive.

White-label branding

Per-client logo, colors, and (on Firm) a custom domain so clients see your brand.

Budget alignment built-in

Heatmap, treemap, sankey views prove dollars match strategic priorities — useful in every QBR.

AI plan import

Upload a client's existing PDF plan and the importer extracts goals, KPIs and initiatives.

Built for the engagement model

Workspaces, tokenized KPI requests for non-users, public transparency pages — built around how consultants actually work.

A practical first 30 days

  1. 1Sign up, set your brand color and logo. Spin up your first client workspace.
  2. 2Upload that client's existing strategic plan PDF. Let the AI importer scaffold goals, KPIs, and initiatives.
  3. 3Walk the client through the dashboard in a 30-min kickoff. Set 3–5 KPI owners.
  4. 4Add the platform to next month's retainer as a bundled line item. Bill it.
  5. 5At the QBR, present from the live dashboard — not a static deck.

FAQ

How do I bill clients for the platform?
You add the Strategy Hub subscription to your consulting retainer as a line item. Most consultants mark it up 2–3× and bill the bundled rate to the client. Because each client lives in their own workspace, your retainer can wrap setup, training, and quarterly reviews.
Can I white-label the platform?
Yes. On the Practice plan you control logo, brand color, accent color, and a per-client tagline. On the Firm plan you add a custom domain so your clients see your brand end-to-end.
What if a client churns?
You can archive their workspace and keep the data read-only for 60 days. You only pay for active workspaces — there's no penalty for client turnover.
How does this compare to using Notion or Smartsheet?
Notion is great for documents but has no KPI time-series, no RAG status, no budget alignment, and no multi-tenant isolation. Strategy Hub does what you'd otherwise stitch together from Notion + a BI tool + a spreadsheet, and it looks like real software to your client.

Start a 14-day free trial

Spin up your first client workspace in under 10 minutes. No credit card required.