For Consultants & Independent Advisors
The client deliverables workspace for consultancies
Create proposals, strategy decks, monthly reports, and client portals in one workspace. Share as live links that stay current, and reuse your best structures across every engagement.
Trusted by 393,326+ consultants, agencies, and teams. No credit card required.
01
Create fast
Start from 200+ consultant-ready templates or describe your deliverable. AI drafts a structured first version you refine and brand.
02
Deliver professionally
Share a branded live link. No PDF attachment, no login required for your client. Looks like your work, not a third-party tool.
03
Keep it current
Edit once. Every link your client has reflects the update instantly. No re-sending, no version confusion, no stale PDFs.
04
Reuse across clients
Clone any deliverable for a new client. Adapt in minutes, not hours. Your best work keeps compounding.
Build your deliverables once. Reuse them across every client.
Start from a consultant-ready template or build your own. Xtensio stores your brand kit (logo, fonts, colors) so every deliverable starts polished. Clone any document for a new client and adapt in minutes, not hours.
- 200+ professional templates built for consulting deliverables
- Brand kit locks your identity across every document
- Clone and adapt. Never rebuild from scratch again.
- AI drafts your first version; you refine and deliver
Share a link. Your client always sees the current version.
Every deliverable lives at a permanent URL. Make a change and it’s live instantly. Your client opens the same link on day one or month six and always sees the latest version. No re-sending. No “which version is current?” emails.
- Branded live pages: your work, not a generic tool
- Password-protect sensitive deliverables
- See when clients open each page and how long they spend
- Present any deliverable as a full-screen slideshow
One workspace per client. Every deliverable organized and ready.
One Xtensio workspace per client holds every deliverable from kick-off to close: proposals, analyses, reports, updates. When the engagement ends, hand over a clean, organized client portal. When a new one starts, duplicate and adapt.
- Organize every engagement in one place. No scattered Drive folders.
- Clone the whole workspace for a new client in seconds
- Team-wide brand consistency without extra design time
- Track engagement: see who viewed what and when
Why consultants outgrow static files
Your strategy shifts. New data comes in. The client needs revisions. With static files, every update means a new document, a re-send, and a client inbox full of attachments nobody can track. Xtensio deliverables live at a permanent URL and update in place. Your clients always see the latest version without you resending anything.
No re-send emails
One link. Always current. No “please disregard the last version.”
No stale PDFs
Clients open the same link on day one or month six and see the latest work.
No version chaos
One deliverable, one URL. No more tracking which file is the real one.
What consultants build with Xtensio
From first engagement to ongoing retainer: every deliverable your clients expect, professionally presented.
Templates for every consulting deliverable
Professionally designed and editable in minutes. Start with a template or build from scratch.
Join teams using Xtensio to deliver better client work.
393,326 users and counting…
Frequently asked questions
Is Xtensio a good fit for solo consultants, or only larger agencies?
Both. Solo consultants use Xtensio to create professional proposals, reports, and strategy documents they can reuse across clients, without paying for a design team. Larger agencies use team workspaces and shared brand kits to maintain consistency across consultants and projects.
Can I white-label deliverables with my own branding?
Yes. Xtensio’s brand kit lets you set your consultancy’s logo, color palette, and fonts as defaults. Every deliverable you create uses your branding automatically. You can also set up separate brand kits for clients who want their own branded documents.
How does Xtensio compare to sending PDFs or using PowerPoint?
PDFs and PowerPoint files are static. Once sent, they go stale the moment you make a change. Xtensio deliverables live at a permanent URL that always shows the latest version. You update once, and every client who has the link sees the change immediately. No re-sending, no version confusion.
Can clients comment or interact with deliverables?
Clients can be added as guests to review and comment on deliverables within Xtensio. You control what they can view or edit. You can also share a read-only live link for clients who just need to view. No login required on their end.
What types of consulting deliverables work best in Xtensio?
Any deliverable that benefits from being current, branded, and reusable: proposals, strategy decks, competitive analyses, persona documents, monthly reports, onboarding guides, and client portals. If you currently make it in PowerPoint, Google Docs, or Canva and then send it as a PDF, it will work better in Xtensio.
Explore how Xtensio works: Workspaces | Live Links | Engagement Analytics
Explore the full product overview to see how Xtensio works for your team. Learn how it works in 6 simple steps. Keep every deliverable on-brand with brand controls, and publish under your own URL with custom domains.
From first draft to polished delivery.
Professional consulting work that’s ready to send and stays alive as your client relationships evolve.
*No credit card required.
Jerome Katz
Professor of Entrepreneurship @
Jake Peters
CEO @
Robin Bramman
Founder and Chief Brand Mixologist @
Olakunle Oladehin
Executive Director @
Aaron Friedland
Executive Director @
The Walking School Bus
Robin Eyre
Owner @
Adam Sher
CEO @
Stephen Paterson
Chief Product Officer @
Related guides: Learn how to build a client portal for consultancies and how to share documents with clients without email attachments. See how a deliverables workspace replaces scattered email attachments and Drive folders, and learn how to eliminate document version chaos across client projects.
Create and deliver beautiful work, professionally.
Build, brand, and deliver living documents your clients actually engage with.
Join 393,326 professionals delivering work with Xtensio.
