Strategic plan software for consultants that turns client plans into recurring revenue.
Give every client a shared place to track goals, own commitments, and see progress. StrategyHub™ helps your firm manage strategy execution across clients — and build an ongoing advisory service around the work.
14-day free trial. No credit card required.
One login. Separate client workspaces. A repeatable way to deliver ongoing value.
Run StrategyHub™ with your clients
Your firm brings the method and the relationship. StrategyHub™ gives each client a workspace to keep the plan moving between reviews.
- Each client in its own isolated workspace, switched from one login.
- Your firm sets the scope, cadence and fees of the service.
- Client staff can submit KPI values through a tokenized email link without a login.
- Practice adds your firm's logo and colors inside client workspaces.
- Enterprise adds a custom dashboard domain and email sender.
- Reselling and client-service packaging are covered by our partner terms.
See how your next client engagement works
Four steps, from the plan you deliver to the review you chair three months later.
- Step 01
Bring in the plan
Import an existing strategic plan or enter it directly, then review how the goals, initiatives and measures came through before your client sees it.
In the product: Import from a document, then review and adjust the structure in the plan view.
- Step 02
Assign responsibility
Connect each priority to initiatives, actions, named owners, deadlines and the measures that show whether it is working.
In the product: Owners, due dates, baseline / current / target values on goals, initiatives, actions and KPIs.
- Step 03
Keep progress current
Collect updates from the people who own the work, and see which commitments are overdue or have gone quiet between meetings.
In the product: Owner work queues, update request links, reminders, and data-source syncs for measures that come from a system.
- Step 04
Lead the review
Walk into the review with current information: what moved, what is overdue, what needs a leadership decision — then record the decisions and follow-ups.
In the product: Report books, executive summaries, snapshots, meeting notes and decision records.
What you see as the consultant
- Every client in a separate workspace, switched from one login.
- Where progress has stalled, and which owners have not updated.
- Reporting you can assemble for a leadership conversation instead of rebuilding slides.
- A record of decisions and follow-ups across the engagement.
What your client's team sees
- Only their own workspace — client data is isolated per workspace.
- The priorities they own, with their deadlines and measures in one queue.
- A simple way to submit an update or a measure value.
- Progress they can show their own board or leadership team.
Descriptions of how the live product is used. Any sample plan shown in a demo uses fictional data, not a real client's information.
Built from the work of helping organizations execute strategy.
StrategyHub™ was built by a strategy practitioner who ran these engagements for years — not a software company guessing at the workflow. It's shaped by the work between planning sessions: tracking progress, supporting accountability, and preparing the next strategic conversation.
Sergio Tigera
Founder, StrategyHub™ · strategy practitioner
Sergio Tigera is the Founder & CEO of Gamechangers Consulting, a firm that helps organizations transform strategy into action through leadership development, culture change, and organizational alignment. With more than 20 years of experience spanning corporate leadership, higher education, and consulting, he has built a reputation for helping leaders and teams achieve meaningful and lasting results. Prior to founding Gamechangers, Sergio spent 14 years with Caterpillar in leadership roles across North America, Europe, and Latin America, and later served in executive leadership positions at Florida International University and The Pacific Institute. He hosts the Gamechangers LIVE podcast, is a South Florida Business Journal “40 Under 40” honoree, and holds an Executive MBA from Florida International University.
Counted in the live database, not marketing copy
- strategic plans live
- 12strategic plans live
- initiatives being tracked
- 528initiatives being tracked
- KPIs under measurement
- 147KPIs under measurement
Read 2026-10-10. We're early: these are real workspace counts, including our own client engagements. Ask on a call and we'll show you one.
Give clients a reason to keep working with you after the plan is delivered.
Package ongoing visibility, accountability, and strategic guidance into a service your clients can use month after month. StrategyHub™ provides the platform. Your firm defines and delivers the advisory relationship.
Already offer ongoing support? Give it a consistent home across your clients.
Your expertise becomes an ongoing experience your clients can see and use.
Your ongoing strategy service
- Ongoing
- A shared plan with priorities, responsibilities, and progress
- Monthly
- KPI updates, accountability follow-up, and a concise progress review
- Quarterly
- A leadership conversation about priorities, obstacles, and next decisions
Illustrative service structure. Your firm sets the scope, cadence, and fees.
See the work. Show the value. Keep the relationship moving.
From the priorities across your clients to the next conversation with one leadership team, bring the work into a consistent rhythm.
Move between client workspaces and see where your attention is needed.
- Every client is a separate workspace, isolated at the database row level.
- One login switches between them — no separate accounts, no shared logins.
- Update freshness and status make a stalled engagement obvious.
Bring goals, initiatives, KPIs, and accountability into one shared view.
- Goals, initiatives, actions and milestones in one hierarchy your client can maintain.
- KPI targets, current values and trend so drift shows up the week it starts.
- Named owners on each item, with a personal work queue for every owner.
Use current progress and reporting to prepare a focused client conversation.
- AI executive summaries drafted from the live plan, not rebuilt in slides.
- Report books assemble a recurring pack you can walk a leadership team through.
- Snapshots freeze the plan so you can show what changed since last time.
Descriptions of the live product. Book a demo to see your clients in a real account.
What could ongoing strategy services add to your practice?
Explore a scenario using your own client count and monthly service fee.
Illustrative range: $800–$1,200 per client per month.
10 clients × $1,000 per month × 12 months
Annualized client-service revenue
$120,000
$10,000 per month
Illustrative annualized scenario assuming all selected clients pay for 12 months. Before platform, delivery, sales, and other costs. Actual results vary.
- Annual client-service revenue
- $120,000
- Annual platform cost
- $9,540
- Annual delivery cost
- Not entered
- Annual other costs
- Not entered
- Estimated contribution after entered costs
- Incomplete
Not calculated yet — still missing delivery cost, other monthly costs. Unknown costs are not treated as zero.
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
Build a stronger strategy advisory practice
Practical guides for packaging your services, keeping clients accountable, and demonstrating progress.
- Guide
How to Package Ongoing Strategy Support as a Monthly Retainer
Define your scope, meeting cadence, deliverables and pricing assumptions for an ongoing advisory service.
12 min read
Read the guide - Guide
How to Keep Clients Accountable Between Quarterly Strategy Reviews
Build a practical rhythm for owner updates, KPI reviews, blocker resolution and leadership decisions.
10 min read
Read the guide - Toolkit
The Quarterly Strategy Review Toolkit for Consultants
Prepare a focused leadership review with an agenda, KPI worksheet, decision log and follow-up tracker.
11 min read
Read the toolkit
Your expertise. A client experience built around it.
Bring your approach to planning, accountability, and review into a professional workspace that supports the way you work.
Bring in the plan
Import an existing strategic plan, review the extracted structure, and refine it before inviting the client.
Keep updates moving
Use supported data connections and update requests to reduce manual collection. Availability depends on your plan and configuration.
Make reviews count
Turn current progress into a focused discussion of what needs attention and what happens next.
Give clients a branded experience with the options available on your plan.
- Practice: your firm's logo and colors inside client workspaces.
- Enterprise: a custom dashboard domain and a custom email sender.
- Solo Consultant: StrategyHub™ branding.
Every workspace keeps the platform disclosures we are required to show. Compare plans.
Pricing for consultants and advisory firms
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
Illustrative: ten clients at $800–$1,200/mo is $96k–$144k a year of recurring revenue 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.
Built for consulting firms, not for one internal strategy office
StrategyHub™ is designed for consulting firms delivering ongoing strategy execution across separate client workspaces, with practice-level pricing and plan-specific branding. ClearPoint, Cascade, monday.com and Asana are capable platforms with their own reporting, reminders and automation — the question is whether a product is shaped around a single organization or around a firm serving many.
Each client organization is its own workspace, isolated at the database row level, switched from one login. Built for a firm holding several clients' plans and risks at once.
Priorities carry named owners, dates, and baseline / current / target values, so a measure and the work behind it sit together rather than in separate tools.
Plans are priced per practice with a set number of client workspaces, not per participant. Contributors submit updates without needing a paid seat, and public pages need no login.
Workspace branding on the Practice plan; a custom dashboard domain and custom email sender identity on Enterprise, so client-facing surfaces can carry your firm's or your client's identity.
Report books, executive summaries, snapshots, decision records and a review preparation workflow — the artefacts a retained advisory engagement runs on.
vs ClearPointvs Cascadevs monday.comvs AsanaAll platforms compared
Comparison pages cite each vendor's own published pricing and documentation, with the date they were checked.
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
- 12strategic plans live
- initiatives being tracked
- 528initiatives being tracked
- KPIs under measurement
- 147KPIs under measurement
Read 2026-10-10. 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.
Transcript
This is a silent UI product tour of a StrategyHub™ client workspace. It shows the plan, KPIs, budget alignment, and the AI executive summary on screen. There is no reliable spoken script for timed captions yet.
For a live walkthrough, visit the demo. To request captions or an accessible alternative, email Help (sales@strategyhub.io).
Prefer a walkthrough with a human? Book a 20-minute demo →
Questions firms ask before getting started
Can I manage multiple clients from one account?
Yes. Each client gets its own workspace, isolated at the database row level, and one login switches between them. Your own work queue spans the clients you belong to; a single combined portfolio dashboard across all clients is not available yet.
Can I package this into a paid client service?
Yes. StrategyHub™ provides the platform; your firm defines the scope, cadence, and fees of the advisory service and delivers it. Reselling and client-service packaging are covered by our partner terms.
What branding is included?
By plan. Workspace branding — your firm's logo and colors inside client workspaces — is available on Practice. A custom dashboard domain and a custom email sender are Enterprise features. Solo Consultant uses StrategyHub™ branding.
Can I use an existing plan and methodology?
Yes, for plans that map to goals, initiatives, actions, and KPIs. Upload a PDF, Word, PowerPoint, Excel, or CSV file and review the extracted structure before anything is saved. Frameworks that don't fit that structure may need adapting.
What do clients need to do?
You invite the people who need access and assign roles and per-goal permissions. Occasional KPI contributors can submit values through a tokenized email link without a login.
What happens if our engagement ends?
The plan data stays in the workspace and can be exported at any time. If you cancel, access continues through the paid term, then workspaces go read-only rather than being deleted, with a 60-day window to return or transfer.
How is client information protected?
Row-level isolation per workspace, least-privilege roles, an audit log, a US-hosted database, SAML SSO on Enterprise, and a signed DPA on request. We are not SOC 2 or ISO 27001 certified today — see our trust page for the current controls.
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.
Managing your own organization's strategy? Bring your goals, initiatives, and progress into one shared system.
Explore organization solutionsYour 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.
Make your next client plan the start of an ongoing relationship.
Give your clients a place to keep strategy moving — and your firm a foundation for recurring services.
14-day trial · No credit card required