Every strategy tool shows you the plan.
StrategyHub™ keeps it current.
Plans don't fail because the dashboard was ugly. They fail because nobody updates them. We automate the updating: KPIs sync themselves, owners get a one-click link instead of a nag, and the budget sits next to the goals it's supposed to fund. Import your existing plan and be live this afternoon — then optionally white-label it for each client on the Enterprise plan.
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Running multiple client engagements? See how firms use it.
Four reasons strategic plans quietly die
Every one of these is a category-wide problem. Each one has a specific mechanism in StrategyHub™ designed to remove it.
Owners never post an update.
The plan is accurate for two weeks after the workshop, then drifts until someone panics before the board meeting.
Scheduled data-source syncs, tokenized one-value update links that need no login, automated reminders, and an ingest API.
The budget has nothing to do with the strategy.
Priority number one gets 3% of spend and nobody notices, because dollars and goals live in different systems.
Budget alignment views put priority weight next to budget share and flag underfunded goals and over-stretched owners.
It takes a quarter to get started.
Enterprise tools mean a sales call, a quote, an implementation fee and weeks of guided onboarding before value.
Self-serve signup, published pricing, and an AI importer that turns your existing plan PDF or Word doc into goals, KPIs and initiatives.
Per-seat pricing punishes transparency.
You ration logins to control cost, so the people doing the work never see the plan they're executing.
Flat plans, no seat minimums, contributors without seats, and public or embeddable read-only views for everyone else.
Three things the alternatives don't do
We automate the update, not just the display
Auto-syncing data sources, tokenized owner requests, reminders, an ingest API and outbound webhooks. Competitors assume someone logs in and types the number. Most of the time, nobody does.
We connect dollars to goals
Heatmap, treemap, sankey and resource-contention views make funding mismatches obvious in seconds. Scorecard tools show status; almost none show whether the money agrees with the strategy.
One login, many client workspaces
Isolated tenants for every client or division under a single flat bill. Add a workspace in seconds; data never crosses between them.
White-label on Enterprise
Upload your client's logo, set their brand colors, run on their custom domain, and send emails from their sender identity. They see their brand; you keep the platform.
What you'll actually use it for
Four jobs, in the order they come up — not a capability checklist.
Keep the numbers current without chasing anyone
The single biggest reason plans die. We attack it four ways.
Auto-sync data sources
Google Sheets, BigQuery, Snowflake and CSV uploads refresh KPIs on a schedule — nobody re-types a number.
Tokenized update requests
Owners get an email link and submit one value. No login, no seat, no reminder from you.
KPI ingest API + webhooks
Push values in from any system you already run, and push plan changes back out to the tools your team lives in.
KPI time-series with RAG
Targets, current values, thresholds and trend arrows so drift shows up the week it starts — not at the QBR.
Make ownership real, not decorative
A goal with an active owner is far more likely to land. So we make owning something feel like work you can see.
My work view
Every owner gets a personal queue of the goals, initiatives, actions and KPIs they're accountable for.
Initiatives, actions & milestones
Nested actions, targets, due dates and logged monthly figures — progress rolls up on its own.
Role-based access
Admin, Goal Owner, Initiative Owner, Viewer — least-privilege, per workspace.
AI Chief of Staff
An advisor grounded in your actual plan: what's slipping, what needs a decision, what to raise this week.
Prove the money follows the strategy
Almost no strategy tool connects dollars to goals. This is where the board conversation changes.
Budget alignment views
Heatmap, treemap, sankey and resource contention expose underfunded priorities and over-stretched owners.
Plan of record
Vision, mission, values, goals, initiatives and KPIs in one hierarchy your team can actually maintain.
Cascading & benchmarks
Roll department goals up to enterprise objectives and compare against your own baselines over time.
Snapshots & history
Freeze the plan at a point in time so you can show what changed, and why, between reviews.
Walk into the meeting with something board-ready
Generated from live data, not rebuilt in slides the night before.
AI executive summaries
A board-ready narrative from the live plan in seconds — plus plan import from PDF or Word.
Public transparency pages
Publish a read-only view to residents, board or stakeholders, with embeddable KPI tiles for any site.
Report books & meeting mode
Assemble a recurring report pack, then run the meeting straight from the platform.
Security you can hand procurement
Row-level tenant isolation, SAML SSO and audit log on Enterprise, US-hosted database, DPA on request.
Full capability list on the features page.
From kickoff to recurring revenue in 3 steps
Create the client workspace
Spin up a new tenant in seconds. Upload their existing plan PDF and let AI extract goals, KPIs and initiatives.
Connect their data
Plug in Google Sheets, BigQuery or Snowflake — or invite owners to submit updates via tokenized email links.
Hand them a branded command center
On Enterprise, apply their logo, colors, domain and sender identity. They see their brand; you keep admin control and the recurring revenue.
Pricing that scales with your book of business
Monthly or annual. Cancel anytime. 14-day free trial on every plan.
You resell this. Most partners charge each client $400–$1,200/month for their dashboard — one client usually covers the whole plan.
Solo Consultant
For independent strategy and management consultants.
billed monthly
$495/mo, or $4,950/yr — save 17%
Pay yearly and save 17%
Bill one client $600/mo for their dashboard and this plan is paid for.
- Up to 3 client workspaces
- Unlimited goals, initiatives, KPIs
- Budget alignment views
- CSV + Google Sheets data sync
- AI executive summaries
- Email support
Practice
For boutique firms running multiple engagements.
billed monthly
$795/mo, or $7,950/yr — save 17%
Pay yearly and save 17%
Three clients at $600/mo is $1,800 in, $795 out. You keep the margin.
- Up to 15 client workspaces
- Everything in Solo
- BigQuery + Snowflake connectors
- Public transparency pages
- Branded client portal colors & logo
- Tokenized KPI update requests
- Priority support
Enterprise
For established consultancies and advisory firms.
Annual contract, invoiced
Ten clients at $1,000/mo is $120k a year of recurring margin on one flat cost.
- Unlimited client workspaces
- Everything in Practice
- Custom branding + custom domain
- SSO / SAML
- Dedicated success manager
- Onboarding & migration services
- SLA & DPA available
Need more workspaces or a custom data connector? Get in touch.
Prove the budget actually matches the strategy
Four switchable views — heatmap, treemap, sankey flow, and resource contention — turn budget conversations into evidence-led decisions. Surface unfunded initiatives and over-stretched owners in seconds, not weeks.
- Compare budget share vs strategic priority weight
- Spot owners leading too many initiatives
- Drill from goal to dollar to deliverable
- Inline editing for admins
Priority vs budget share
FY26 · $4.8M
ClearPoint shows the scorecard. StrategyHub™ keeps the plan current.
ClearPoint is a capable enterprise scorecard and dashboard. StrategyHub™ is built around the update problem: automated KPI refreshes, AI nudges to owners, and flat per-organization pricing so transparency doesn't get taxed by the seat.
Data-source syncs, tokenized owner links, reminders, and an ingest API mean KPIs refresh without anyone logging in.
Executive summaries, Chief-of-Staff coaching, and update prompts grounded in live plan data.
One bill per workspace. Contributors submit updates without a seat; public pages don't need logins.
Channel digests, at-risk alerts, and owner nudges posted automatically — no middleware required.
Push initiatives out as tasks; status and completion flow back into the plan on an hourly sync and inbound webhooks.
Live JSON/CSV feeds, REST-hook subscriptions for any automation tool, and .ics review feeds for Google Calendar and Outlook.
Share progress with residents, boards, or clients on any site — no login wall.
Enterprise plan supports per-client logo, colors, custom domain, and email sender identity so you can resell StrategyHub™ under your client's brand.
See the full ClearPoint comparison →
Comparison based on publicly documented ClearPoint Strategy capabilities. SAML SSO is available today on the Enterprise plan.
What consulting teams actually get from StrategyHub™
Measured inside live workspaces. We're early — so every number below is one you can ask us to show you on a call, and no named-customer claim appears until the customer has signed off on it.
Counted in the live database, not marketing copy
- strategic plans live
- 6strategic plans live
- initiatives being tracked
- 285initiatives being tracked
- KPIs under measurement
- 62KPIs under measurement
Read 2026-08-13. We're early: these are real workspace counts, including our own client engagements. Ask on a call and we'll show you one.
Vendors and standards you can verify independently. These are integrations, not endorsements.
Quotes below come from live StrategyHub™ workspaces. Names are withheld at the client's request, so treat them as illustrative rather than verified references.
"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."
"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."
"My clients used to disappear the moment we handed over the plan. Now they're inside StrategyHub™ every week, and renewals almost close themselves."
Permit review time (days)
What one KPI looks like after two quarters of upkeep — target, actuals, trend, owner, RAG status.
Illustrative KPI rendered in the same layout the product uses — not a client's data.
See StrategyHub™ in 2 minutes
A guided tour of a live client workspace — plan, KPIs, budget alignment, and the AI executive summary.
Prefer a walkthrough with a human? Book a 20-minute demo →
Frequently asked questions
Can I brand the platform for my clients?
Custom branding is available on the Enterprise plan: per-client logo, colors, tagline, custom domain, and email sender identity. Solo and Practice plans use StrategyHub™ branding.
How does multi-tenant isolation work?
Every client is a separate workspace enforced at the database row level. Switching workspaces from your account is one click; data never crosses between tenants.
Are you SOC 2 certified?
No — and we won't pretend otherwise. We are not SOC 2 or ISO 27001 certified today. What we can put in writing: row-level tenant isolation, least-privilege roles, SAML SSO on the Enterprise plan, a full audit log, a US-hosted database in us-west-2, and a signed DPA on request. If your client's procurement needs a completed security questionnaire, email us and we'll fill it in.
What happens after the 14-day trial?
You pick a plan and enter billing. If you don't, your workspaces go read-only — nothing is deleted for 60 days so you can come back.
Do my clients need their own seats?
Only if they log in. Occasional KPI contributors can submit values through tokenized email links with no seat required.
Can I import an existing strategic plan?
Yes. Upload a PDF or Word document and the AI importer extracts goals, KPIs and initiatives for you to review.
Is there an annual discount?
Yes — paying annually saves roughly 17% on Solo and Practice plans. Enterprise is annual-only and invoiced.
Stop rebuilding the plan before every board meeting.
14 days free. Import your existing plan and have a live, self-updating dashboard this afternoon.
Your client's data stays in a US-hosted database (us-west-2), isolated per workspace at the row level. We are not SOC 2 certified; we will sign a DPA and complete your client's security questionnaire. See the controls.