# StrategyHub™ — full content for language models > Strategy execution software for consultants, advisory firms and the organizations they serve. Goals, initiatives, KPIs, budgets and risks in one multi-tenant workspace, with AI reporting and branded client dashboards. Site: https://strategyhub.io Last updated: 2026-08-20 License: content may be quoted with attribution to StrategyHub™. --- ## Home — https://strategyhub.io/ Strategy execution software that stays current. StrategyHub™ is strategy execution software for consultants, advisory firms and the organizations they serve. Goals, initiatives, actions, KPIs, budgets and risks live in one workspace so the plan reflects reality between board meetings instead of aging inside a PDF. Each client gets an isolated workspace with row-level tenant isolation. Consultants switch between client workspaces from a dropdown. Primary calls to action: start a 14-day free trial, view the live demo workspace, or book a 15-minute walkthrough. --- ## Features — https://strategyhub.io/features Plan, measure, report and secure — the full platform. Plan the strategy: goal hierarchies with owners and status rollups; AI plan import that extracts goals, KPIs and initiatives from an existing PDF or Word plan; multi-tenant workspaces enforced with row-level security; templates and baseline snapshots. Measure performance: KPIs with targets, thresholds, direction (up, down or milestone completion), units, time-series and trend arrows; initiatives with nested actions, owners, due dates, percent complete and monthly logged figures; budget alignment tying spend to goals and initiatives; wins and milestones by goal. Report and communicate: AI executive summaries generated from live plan data and editable before sending; briefing books exported for meetings and council packets; public, branded, read-only client dashboards at your own slug; a risk register with owners, likelihood and impact. Operate securely: SAML SSO and social login with Admin, Goal Owner, Initiative Owner and Viewer roles; scheduled KPI syncing from Google Sheets, BigQuery or Snowflake; a documented REST API plus outbound webhooks; automated due-date and KPI-update reminders and a meeting mode for live reviews. --- ## Pricing — https://strategyhub.io/pricing Flat $495/mo Solo, $795/mo Practice, custom Enterprise. No seat minimums. Pricing is published on the site — no quote wall. Solo Consultant: $495/month, or $4,950/year (save 17%). Up to 3 client workspaces; unlimited goals, initiatives and KPIs; budget alignment views; CSV and Google Sheets data sync; AI executive summaries; email support. Practice: $795/month, or $7,950/year (save 17%). Up to 15 client workspaces; everything in Solo; BigQuery and Snowflake connectors; public transparency pages; branded client portal colors and logo. Enterprise: custom pricing. Unlimited workspaces, SAML SSO, custom domain and custom email sender, DPA, priority support. Every plan includes: a 14-day trial, real workspace counts with no usage metering, row-level tenant isolation, an audit log, a US-hosted database (us-west-2), and a DPA on request. If a subscription lapses, workspaces become read-only and nothing is deleted for 60 days. Refunds: a 14-day refund window with no exceptions or conditions. --- ## For consultants — https://strategyhub.io/for-consultants How consulting and advisory firms turn engagements into recurring revenue. Independent consultants and boutique advisory firms use StrategyHub™ to keep client plans live after the engagement ends, which converts a one-off strategy project into a recurring monthly relationship. One subscription covers multiple client workspaces, so the platform cost is covered by a single billed client. --- ## Strategic planning software — https://strategyhub.io/strategic-planning-software Vision, mission, goals, KPIs, initiatives and budgets in one structure. Structure a strategic plan as vision and mission, then goals, initiatives, nested actions and KPIs with owners and due dates. Budgets attach to the same hierarchy so financial and strategic reporting agree. --- ## Balanced scorecard software — https://strategyhub.io/balanced-scorecard-software Objectives, measures, targets and initiatives with cascading. Supports balanced scorecard practice: perspectives and objectives, measures with targets, linked initiatives, and cascading from organization to department level. --- ## Strategy execution software — https://strategyhub.io/strategy-execution-software KPI tracking, initiative ownership and budget alignment. Execution features center on accountability: every initiative and action has an owner, a due date and a percent complete; every KPI has a target, a current value and a RAG status derived from pace against target. --- ## Client dashboard software — https://strategyhub.io/client-dashboard-software Branded client portals and public transparency pages. Publish a read-only dashboard for a board, council or the public at your own slug. Workspace branding (colors and logo) is available on the Practice plan; a custom domain and custom email sender are Enterprise features. --- ## Strategy execution software compared (buyer's guide) — https://strategyhub.io/strategy-execution-software-compared ClearPoint vs AchieveIt vs Cascade vs StrategyHub™, with sourced pricing models and seat minimums. A four-way buyer's guide published by StrategyHub™ and disclosed as such. Competitor claims are taken from each vendor's own pricing page: ClearPoint Strategy is quote-only and starts at 10 users; AchieveIt is quote-only with a 20-user minimum on all plans and tiers that differ by included services; Cascade publishes an entry Plan tier including up to 2 users, with Essentials and Enterprise on platform pricing. StrategyHub™ prices per client workspace rather than per seat — $495/month for up to 3 workspaces, $795/month for up to 15, Enterprise custom for unlimited — with no seat minimum. It is the option built for the advisor-client relationship rather than the internal strategy office: one practice, multiple clients, no per-seat tax, branded delivery, and automated updates that keep each plan current. --- ## StrategyHub vs ClearPoint — https://strategyhub.io/vs/clearpoint Comparison with ClearPoint Strategy. ClearPoint Strategy publishes quote-only pricing. StrategyHub™ publishes flat pricing and includes multiple client workspaces on every plan, which matters for firms serving several clients at once. --- ## StrategyHub vs Cascade — https://strategyhub.io/vs/cascade Comparison with Cascade Strategy. Cascade is priced per seat with quote-only enterprise tiers. StrategyHub™ is priced per practice, not per seat, so adding client viewers does not change the bill. --- ## OKR vs KPI — https://strategyhub.io/okr-vs-kpi Practical guide to using both frameworks together. KPIs are ongoing health measures; OKRs are time-boxed change commitments. In StrategyHub™ the KPI object carries targets and trends, while goals with initiatives and actions carry the OKR-style change work. --- ## Partner program — https://strategyhub.io/reseller-program-for-consultants White-label partner economics for advisory firms. Advisory firms can deliver the platform under their own workspace branding, with custom domain and email sender available on Enterprise. --- ## Free strategic plan template — https://strategyhub.io/templates/strategic-plan Structured strategic plan outline for consultants and operators. A free outline covering vision, mission, values, strategic goals, initiatives, KPIs, budget alignment and a reporting cadence. --- ## Trust and security — https://strategyhub.io/trust Hosting, tenant isolation, and data handling. US-hosted database (us-west-2), row-level tenant isolation, audit logging, SSO on Enterprise, and a DPA on request. Client content is not used to train third-party models. --- ## FAQ — https://strategyhub.io/faq Answer-first FAQ covering pricing, security, hosting, SSO, KPI data sync and AI reporting. A grouped FAQ hub at /faq answers the questions buyers and client teams ask most, organized into product basics, pricing and trials, security and access, and data, KPIs and reporting. --- ## Demo — https://strategyhub.io/demo Book a 15-minute walkthrough or view the live demo workspace. A demo workspace with a fully populated strategic plan is available to explore before signing up. --- ## Frequently asked questions ### What is StrategyHub™? StrategyHub™ is strategy execution software for consultants, advisory firms and the organizations they serve. Goals, initiatives, actions, KPIs, budgets, risks and reporting live in one multi-tenant workspace, so the plan reflects reality between board meetings instead of aging inside a PDF. ### Who is StrategyHub™ for? It is built for independent consultants, advisory and accounting firms, and the mid-sized organizations they advise. Consultants run several client workspaces from one login; client teams log in to update their own initiatives and KPIs. ### How is StrategyHub™ different from a spreadsheet or a slide deck? A spreadsheet or deck is a snapshot that is stale the day after the workshop. In StrategyHub™ owners update initiatives and log KPI figures directly, red/amber/green status is calculated from targets and pace, and the executive summary is generated from the current data rather than retyped each quarter. ### What does the strategy hierarchy look like? Goals sit at the top. Each goal carries KPIs with targets and thresholds, plus initiatives. Initiatives carry nested actions, owners, due dates, targets, percent-complete and monthly progress figures. Milestones, risks and budget lines attach to the same goals. ### Can I move an action under a different initiative? Yes. Open the action and pick a new parent initiative from the dropdown, which is grouped by parent goal so you can see where each initiative belongs before you move it. ### How much does StrategyHub™ cost? Solo Consultant is $495/month or $4,950/year and covers up to 3 client workspaces. Practice is $795/month or $7,950/year and covers up to 15 client workspaces. Enterprise is custom-priced with unlimited workspaces. Annual billing saves 17%. ### Is there a free trial? Yes — every plan starts with a 14-day trial. A card is required to start the trial, and there is a 14-day refund window with no exceptions or conditions. ### Is pricing per user or per workspace? Per workspace, not per seat. Plans are limited by how many client workspaces you run, and there is no usage metering on goals, initiatives, actions or KPIs. Invite as many members into a workspace as the engagement needs. ### What happens if my subscription lapses? Workspaces become read-only and nothing is deleted for 60 days, so you can export or resubscribe without losing a plan. ### Which plan unlocks white labeling? Workspace branding — your logo and colors on client dashboards — is included on Practice. A custom domain and custom email sender are Enterprise features. ### Where is StrategyHub™ data hosted? In the United States (us-west-2). US-only data residency arrangements are available for enterprise buyers with hosting requirements. ### Can one client see another client's data? No. Every workspace is isolated with database row-level security, so a member's queries can only ever return rows from workspaces they belong to. Consultants with access to several workspaces switch between them explicitly. ### Does StrategyHub™ support single sign-on? Yes. SAML SSO, including Microsoft Entra ID and Okta, is available on the Enterprise plan. Google sign-in and email sign-in are available on every plan, and multi-factor verification is supported. ### Is client data used to train AI models? No. Client content sent to the AI reporting features is not used to train third-party models, and a DPA is available on request. ### Can KPIs update automatically from our systems? Yes. CSV and Google Sheets sync are available on every plan; BigQuery and Snowflake connectors are included from Practice upward. A SQL sync agent covers Postgres, MySQL and SQL Server for teams that keep databases behind a firewall. ### How does StrategyHub™ decide whether a KPI is on track? Each KPI has a target, a current value and thresholds. For time-based yearly targets the status is compared against pace — the share of the year elapsed — so a metric that is behind schedule shows amber or red before the deadline instead of after it. ### Can clients see a dashboard without logging in? Yes. Public transparency pages and embeddable KPI tiles let you share a read-only view of selected goals and metrics with boards or the public, without giving out workspace access. ### Does StrategyHub™ write the executive summary? It drafts one from the workspace's current goals, KPI values, initiative progress and risks. You review and edit before sharing — the AI summarizes your data rather than inventing narrative.