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  • Xtensio is your team space for beautiful living documents.

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August 13, 2024 by Xtensio

Xtensio for Consultancies

An easier and more efficient way for consultancies to work together with clients.

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*No credit card required.

Xtensio Dashboard View With Consulting Services Proposal Template, Create Template Module Among Other Features

Beautiful, living collateral – without a designer

Build any branded document or presentation with the ease of a web builder.

Detail View Of Xtensio Dashboard With User Persona Template And Multiple Labels Module

Design beautiful, living collateral

Drag and drop interactive modules – image, video, graphs, charts. Change the color, background, or size. Adjust the layout. 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 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 is your private and branded workspace for managing all of your client efforts, defining project scopes, organizing the review and approval process, and sharing results with everyone, both internally and externally.

Speed up client deliverables

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 your folios on your website.

Keep projects organized

Organize your projects and documents with workspaces per client, project, internal strategy exercises, reports, etc. Add collaborators or share the workspace 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

Templates for your team’s inspiration

Utilize our instructional 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. You can always start with a blank slate to build anything you need.

  • Software Delevoper Persona
    Explore›
    Software Developer Persona
    Used 23897 times
    Use Template
  • Usability Testing Template
    Explore›
    Usability Testing Report
    Used 14476 times
    Use Template
  • Lean Canvas Template
    Explore›
    Lean Canvas
    Used 10988 times
    Use Template

Join teams using Xtensio to reach their goals more efficiently.

352,602 users and counting…

Logos Of Agencies That Use Xtensio: Bbdo, Accenture, R/Ga, Ogilivy
Logos Of Agencies That Use Xtensio: Huge, Pwc, Tbwa, Deloitte
I use Xtensio, because it’s the best there is – elegant, competent and adaptable.
Testimonial From Jerome Katz

Jerome Katz

Professor of Entrepreneurship @

St. Louis University

This is amazing. I just created a really basic press kit in minutes – something that I’ve been putting off for ages. So simple.
Testimonial From Jake Peters

Jake Peters

CEO @

HelpDocs

With Xtensio I can collaborate with my team on projects and build out my own branded templates.
Testimonial From Robin Bramman

Robin Bramman

Founder and Chief Brand Mixologist @

Brandtini

Xtensio's ease of customization and user-friendly platform helps us craft compelling documents with minimal effort.
Testimonial From Olakunle

Olakunle Oladehin

Executive Director @

Everybody Dance Now!

Xtensio provides a straightforward, intuitive, solution for creating a unified message for clients while keeping content on-brand, and we’re lucky to have it.
Testimonial From Aaron

Aaron Friedland

Executive Director @

The Walking School Bus

Xtensio is simple to use. A great marketing tool to brainstorm ideas and develop strategies.
Testimonial From Robin Eyre

Robin Eyre

Owner @

Trailblazer360

Xtensio is high-quality and easy-to-use. The templates make it easy to create materials, and the pages are mobile responsive.
Testimonial From Adam

Adam Sher

CEO @

AccuTennis

Xtensio is flexible and easy to use, making client deliverables very versatile and reusable across different product and market types.
Testimonial From Stephen Paterson

Stephen Paterson

Chief Product Officer @

AND Digital

Drag-Corner

Teamspace for smart, beautiful deliverables.

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Picture Module
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352,602 users and counting…

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