Your progress reports. Under your brand. Zero effort.
Your progress reports. Under your brand. Zero effort.
Every week, your clients receive a professional report that carries your identity. You write nothing, format nothing, send nothing. Xpert6 handles it all.
Manual reports cost you more than time
Most consultants spend hours compiling updates that nobody reads in detail. Meanwhile, real engagements are waiting.
Hours lost every week
Copy-pasting between files, reformatting tables, adjusting layouts. Time spent on presentation generates zero revenue.
Inconsistent quality across reports
A senior consultant delivers a polished report while a junior sends a three-line email. Client experience fluctuates without control.
No visibility into client engagement
You send the report by email and hope it gets read. No data on who opens it, when, or what interests your clients.
What changes when your reports generate themselves
Without automated reports
With Xpert6
Everything you need for reports that work on your behalf
Six built-in capabilities to turn your client updates into a competitive advantage.
Automatic generation
Reports are created from your engagement data. No additional input required. You validate, the system delivers.
Custom branding
Your logo, your colours, your typography. Every report looks like a deliverable produced by your firm, not a generic tool.
Delivery through the client portal
No more email attachments. Your clients access their reports directly in their secure portal.
Viewing analytics
Know exactly when a client opens their report, which sections they view and how long they spend on each.
Multi-engagement templates
Create templates tailored to different engagement types. Strategy, operations, transformation: each context gets its own format.
Complete history
Every report is archived and accessible in one click. Your clients can review the full evolution of their engagement without digging through email.
Three steps. Professional reports every week.
Set up your template
Upload your logo and choose your colours. The system creates a branded template for your firm in minutes.
Work on your engagements
Update progress, hours and deliverables in Xpert6. Report content builds itself in the background.
Review and publish
Check the preview, adjust if needed, then publish. The report appears instantly in the client portal.
Stop writing. Start impressing.
Your progress reports should reflect the excellence of your work, not the time you spent formatting them. Try Xpert6 for free.
No credit card required. Set up in under 10 minutes.
