Consultancies Strategy · ops · niche5–30 staff Boutique to mid-market+18% Utilisation lift, typical£64k Margin recovered, year one
The consultancies stack
Six instruments, calibrated.
Pipeline, utilisation, client P&L, and the partner's Sunday-night sense-check — measurable. Built for UK consultancies.
01 · Pipeline & qualification
From intro to commitment, audit-able.
Every conversation logged, every qualification step explicit, every commitment tied to a real number. The pipeline you trust on a Friday call.
Stage-gated qualification
Per-partner forecast
Source attribution
HubSpot, Pipedrive, Notion
02 · Utilisation
Per-consultant, per-project, in real time.
Live utilisation across the bench. Who's underwater, who's idle, who's about to burn out — visible before quarter-end.
Per-consultant heat-map
Project allocation grid
Burn-rate forecast
Float, Forecast, Toggl Plan
03 · Project P&L
Margin per engagement, not month-end surprise.
Revenue minus consultant cost minus support overhead, per engagement, live. The retainer that quietly loses money — flagged on day forty, not month six.
Per-engagement margin
Underwater-retainer alerts
Cost allocation by role
Xero, Float, custom
04 · Client comms
Status updates that feel proactive, not extracted.
Weekly client snapshot generated from the project tool, partner-edited in two minutes, sent before the client asks. Status as service, not chore.
The firm's IP, owned and retrievable. Pitches assembled from past wins, frameworks tagged by industry, the sales playbook actually read.
Framework library
Slide repository
Sales playbook
AI-assisted retrieval
Sample engagement
The boutique that fired its two underwater retainers.
Fourteen consultants. Eleven retainers. Margin invisible until month-end.
A strategy boutique billed retainers monthly, allocated time in spreadsheets, and reviewed margin quarterly. Two-week build: per-engagement margin reconciled weekly across Toggl, Xero, and direct cost. Two retainers identified at 22% under cost; one repriced, one ended. Eighteen percent utilisation lift across the bench, year one.
How we measure: Per-engagement margin reconciled weekly across Toggl time, Xero billing, and consultant cost (loaded rate); utilisation = billable / available hours, rolling 8-week average across 14 consultants.
+18%billable utilisation
+£64kmargin recovered, year one
2 retainersrepriced or ended
Builds for professional services
Use cases that fit.
Each is a tightly-scoped build, fixed price, owned by you.