12 phases. From prospecting to renewal.
12 phases. From prospecting to renewal.
Every engagement follows a predictable cycle. Prospecting, proposal, delivery, invoicing, renewal. Xpert6 structures all 12 phases so nothing falls through the cracks.
Three symptoms of an unstructured practice.
You are an excellent consultant. But without structure, every engagement becomes a race against time with manual follow-ups, missed deadlines and lost revenue.
Follow-ups that vanish into thin air
Email reminders, sticky-note tasks, statuses in your head. When an engagement moves from proposal to delivery, nobody knows exactly where it stands.
No bird's-eye view of your engagements
How many active engagements do you have? Which ones expire this month? Which ones are waiting for approval? Without a dashboard, you are flying blind.
The forgotten renewal
The engagement ends, you move on to the next one. Three months later, you realize the client was never contacted again. The renewal opportunity is gone.
The difference between managing and surviving your engagements.
Without structure
With Xpert6
Six capabilities that transform your mandate management.
Each feature eliminates a source of friction in your engagement cycle. The result: more engagements delivered, less time wasted.
Visual 12-phase pipeline
From prospecting to renewal, every engagement follows a clear path. Drag and drop to advance your mandates. Filter by client, status or deadline.
Automated notifications and reminders
No need to manually check each engagement. The platform alerts you when action is required: pending approval, overdue deliverable, renewal to plan.
Deliverable tracking by phase
Each phase has defined deliverables. Check off what is completed, identify blockers and keep a record of everything delivered to the client.
Complete engagement history
Every email, every deliverable, every decision is archived in the engagement file. No more searching through 5 different tools to find information.
Real-time dashboard
Active engagements, current revenue, upcoming deadlines, utilization rate. One screen to run your practice with reliable data.
Automatically planned renewal
60 days before the deadline, the platform sets the stage. You get a reminder, the client receives a communication and the renewal proposal is ready.
Three steps to structure your engagements today.
Import your active engagements
Add your current engagements to the platform. Assign a phase, a client and a deadline. In 15 minutes, you have a complete view of your practice.
Let the platform orchestrate
Notifications guide you through each transition. Deliverables are tracked, deadlines are monitored and reminders go out automatically.
Renew effortlessly
When an engagement nears its end, everything is already in place. The renewal proposal, the client communication and the follow-up are orchestrated for you.
Your engagements deserve big-firm structure.
12 phases, zero follow-up emails, automatic renewal. Structure your practice in 30 minutes and never lose an engagement to poor follow-up again.
No commitment. 90-day Triple Impact guarantee.
