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๐Ÿงญ Built for consultants & coaches

Look credible
before you say a word.

A polished proposal, a clean engagement, and an invoice that gets paid on time โ€” the operational side of your practice, handled, so you can focus on the work clients actually pay you for.

Proposal
Q3 Growth Strategy
Discovery & auditโ‚น35,000
Strategy sessions (4)โ‚น80,000
Prepared for Meera IyerApproved
Engagement
Q3 Growth Strategy
Progress75%
Invoice
INV-0088
StatusPaid
๐Ÿ“Š Business strategy ๐ŸŽฏ Life & career coaching ๐Ÿ’ผ HR consulting ๐Ÿง˜ Wellness coaching ๐Ÿ“ˆ Sales coaching ๐Ÿง‘โ€๐Ÿซ Executive coaching
Win the engagement

A proposal that reads like you've done this before

Itemize your discovery call, your session packages, your deliverables โ€” with automatic GST โ€” and send it as a clean link. Your prospective client reviews and approves with one click, no account needed on their end.

ProposalPrepared for Meera Iyer
๐Ÿ“Š
Discovery & audit
Week 1
โ‚น35,000
๐ŸŽฏ
Strategy sessions (4)
Weeks 2-5
โ‚น80,000
โœ…
Status
Approved by client
Approved
Run the engagement

Track the work, not just the invoice

Once an engagement starts, break it into sessions or milestones as tasks. Progress updates itself as you complete them โ€” so when a client asks "where are we," you have a real answer, not a guess.

EngagementQ3 Growth Strategy
Overall progress75%
โœ“
Discovery & stakeholder interviews
โœ“
Strategy session 1-3
โ—‹
Final presentation
Get paid

Invoice by session, retainer, or milestone

Bill however your practice actually works โ€” one invoice per session, a monthly retainer, or a milestone-based schedule. GST calculates automatically, and you'll always know exactly what's been paid and what's outstanding.

InvoiceINV-0088
Strategy session โ€” June
โ‚น50,000
GST 18%
โ‚น9,000
Status
Paid in full
"Clients used to email me back and forth for days before signing off on a proposal. Now I send one link, they approve, and we're moving โ€” it makes the whole engagement feel more professional from day one."
Arjun Mehta ยท Business strategy consultant, Bangalore

Spend less time
on admin, more on advice.

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