Systems for Strategic Advisors
Consultants generate revenue by selling specialized expertise through high-value engagements and retainer agreements. Profit leaks occur when senior partners spend billable hours on administrative scheduling, chasing unsigned engagement letters, or manually compiling status reports.
Professional Services
Also for: Consultants, Management Consultants
How the business actually works
Inbound Inquiry
A prospect requests a discovery call through your website or professional network.
Qualification
Automated screening ensures the project scope and budget align with your firm specialized focus.
Discovery
Strategic sessions define the current state, desired outcomes, and key performance indicators.
Proposal
Detailed scopes of work and engagement letters are sent for digital signature and initial deposit.
Onboarding
Client portals are provisioned and data requests are sent to gather necessary internal documentation.
Execution
Regular advisory sessions, workshops, and milestone deliveries progress toward the objective.
Reporting
Periodic executive summaries and impact dashboards demonstrate the value of the engagement.
Retention
Satisfied clients transition into long term retainer agreements or referral partners.
Where it leaks
Highly paid consultants often get bogged down in scheduling coordination and document follow up. This reduces the time available for high level strategy and billable delivery.
Inquiries from qualified prospects may sit in an inbox for days without a response. Without immediate engagement, potential clients often reach out to competing firms.
Lack of clear milestone tracking and formal sign offs leads to work expanding beyond the initial agreement. This erodes profit margins and creates delivery friction.
Past clients are often neglected once a specific project ends. Failing to maintain regular contact results in missed opportunities for follow on work and referrals.
Client information is often spread across emails, spreadsheets, and various notes. This makes it difficult to get a holistic view of the client health or project status.
What LATTICE can build
Filter incoming inquiries based on project size and industry to ensure partners only speak with qualified leads.
Trigger legal documents and initial invoices immediately after a verbal agreement is reached.
Provide a professional branded environment where clients upload sensitive documents and track project milestones.
Automate recurring billing and usage tracking for ongoing advisory and fractional leadership roles.
Schedule regular email updates to stakeholders summarizing work completed and upcoming strategic priorities.
Systematically request introductions and testimonials from clients following successful project completions.
Stay top of mind with former clients through automated sharing of relevant industry insights and firm updates.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Yes. The platform manages the delivery of detailed scopes of work and tracks when documents are viewed and signed. This ensures the transition from discovery to active project is seamless and documented.
You can categorize contacts by their referral potential and automate personal check-ins. This maintains your professional network without requiring hours of manual outreach each week.
The system is designed to wrap around your specific way of working. Whether you use a proprietary framework or standard industry models, the workflows are customized to your specific delivery stages.
Clients appreciate having a single source of truth for all project communication and documents. It reduces email clutter and gives them confidence that the engagement is being managed professionally.
Automation can be set to trigger a request for a testimonial or a project wrap-up interview once the final milestone is marked as complete. This ensures you never miss an opportunity to build your firm's social proof.