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Xtensio for Consultancies

Solve client problems easier, faster, smarter

Simplify workflow, get more impact for clients and manage everything on a single platform.

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.

Create stunning client deliverables with the simplicity of a web builder.

Think Powerpoint - but more flexible. Drag and drop interactive modules. Change the color, background or size. Adjust the layout with canvases and sections. All changes auto-save and sync across all devices in real-time.

Add Collaborator End scope-creep with seamless collaboration

With Xtensio for Business, your whole team can collaborate with anyone, from anywhere. Brainstorm on client proposals with your internal team. Bring in clients, internal stakeholders. Assign project briefs and tasks to designers and developers. Easily gain client buy-in and approve work all on the same living document. If someone makes a mistake, just check revision history and revert to an older version of the folio!

CreateCreate beautiful client collateral

Build anything from reports and strategic docs to proposals and landing pages. Add your fonts and define your color palette to keep everyone and everything 'on brand.'

ShareShare it as a live, responsive webpage

Send important deliverables - one-pagers, internal reports and strategic docs - as links. Add password protection, customize the shareable URL, or embed it.

present Present it as a digital slideshow

With one click your folio turns into a full-screen digital slideshow that easily engages your audience with a visual, interactive experience. Scroll down and click through sections.

Export Download a PDF or PNG file

No matter how much you try to move completely to digital, some clients will insist on hard copies. No problem! Export your folios as PDF or PNG files (premium feature).

A centralized hub where
client becomes colleague

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.

Add your internal colleagues as team members and organize your projects by channel — client, function, report type, etc. Customize and share a channel link to showcase a group of folios. Loop clients and stakeholders in as premium and free guests to work on projects together. Stay up-to-date with in-app notifications and track progress with folio stats.

Create collateral from scratch, or utilize built-in toolsets.

Complete toolboxes include templates, examples and resources for different stages of your work — from client proposals and strategy exercises to usability reports and other interactive deliverables. Or start from a blank slate and save your own custom templates. You can even publish it on your website to share your framework and build your brand.

Strategy Toolbox

Define and implement your strategy on one platform.

Tools, templates and resources for Business Strategy. Xtensio is your all-in-one productivity platform. Upgrade the way your team works. Build your own strategy, marketing, bizdev and operations toolbox.

Business Development Toolbox

Build valuable relationships, streamline your business development process.

Tools, templates, and resources to guide business development. Xtensio is your all-in-one productivity platform. Upgrade the way your team works. Build your own strategy, marketing, bizdev and operations toolbox.

Product Management Toolbox

Keep everyone on track. Get things done faster.

Product Management tools, templates, and resources. Xtensio is your all-in-one productivity platform. Upgrade the way your team works. Build your own strategy, marketing, bizdev and operations toolbox.

Consultants all over the world use Xtensio to streamline their workflow.

367,887 users and counting.

Xtensio's Current Users
Xtensio's Current Users

Xtensio allows us to create attractive deliverables for us to share with clients and get feedback. We're able to quickly make repeatable templates again and again.

Anna Yunker
VP Digital Marketing, Aztek Web

Simple to use, lots of templates, online and easily editable. A great marketing tool to brainstorm ideas, create personas and develop strategies.

Robin Eyre Owner, Trailblazer360

Creating buyer personas and beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.

Zac Heisey Digital Marketing, Tribe Interactive

Teams use Xtensio to create, present and share beautiful living documents.

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