Xtensio for Consultancies

Increase productivity and solve client problems more efficiently

Create, share and manage key collateral on a single platform.

Xtensio dashboard view with Consulting Services Proposal template, create template module among other features

Xtensio brings your consultancy’s strategic communication together with living documents and presentations. It’s a collaborative workspace where all your client work — from strategic exercises and brand assets to messaging and deliverables — is centralized under a single platform. Whether you’re researching the client, coordinating a major product launch, or creating reports and case studies,
Xtensio is where your team’s work flows.

Automatically create branded collateral – without a designer

Build anything from strategic business docs, customer personas, proposals, one-pagers and landing pages with the ease of a web builder. Then quickly and easily reuse, update and personalize content for different clients and projects.

Detail view of Xtensio dashboard with user persona template and multiple labels module

Design quality collateral

Drag and drop interactive modules – image, video, graphs, charts. Change the color, background or size. Adjust the layout however you need. All changes save and sync in real-time.

Easily brand communications

Define your team’s style guide with your company’s fonts and color palette to lock your branding across the team. Customize shared links and add passwords to keep your company’s collateral secure.

Reduce email chains

Work as a team across departments and management. Loop in clients and partners as guests. Everyone is always up-to-date and your inbox is clutter free.

Built for open communication and increased productivity

Deliver visually stunning living documents and presentations that engage and captivate.

Share Share a live web link

Send important collateral as a customizable web link. Add password protection. No more sending multiple attachments and versions with every update to a document.

Present Present a digital slideshow

With one click, your folio turns into a digital slideshow. Present an engaging and interactive sales pitch from anywhere. Each section of the folio becomes a slide.

Download a PDF or PNG file

No matter how much you try to move completely to digital, some collateral will need to be saved as a hard copy. Export your entire folio or individual elements as PDF or PNG files.

Personalize client communications at scale

Xtensio for Business gives you a private and branded workspace for managing all of your client efforts, defining project scope, organizing the review and approval process and sharing results with everyone, both internally and externally.

Automate client projects

Quickly and easily customize content for different projects. Save any folio as a custom template for your team to reuse again and again. You can even embed it on your website to build your brand.

Meet client expectations

Organize your projects and documents by folder — client, project, internal strategy exercises and reports, etc. Add collaborators or share the folder link so everyone has the access they need, when they need it.

Always be up-to-date

Keep track of your team’s workflow with in-app notifications and track engagement with folio stats. You’ll be able to adjust your process for efficiency and identify new growth opportunities.

View of Xtensio dashboard with multiple devices showing team management modules

For your team’s inspiration

Utilize our templates and resources for different stages of your consultancy’s process — from uncovering your ideal customer and product-market fit to creating proposals and pitches or internal strategy exercises, sales reports and other marketing collateral. Remember, you can always start with a blank slate to build anything you need.

Recent Editable Examples

Add to your dashboard with one click and use it as a starting point for your own project. Companies, concepts, people, and names below are imaginary. Designs and layouts are for your inspiration.