Run your strategy practice with tools built for the way you advise
Use YeshBe to turn your consulting workflows into practical apps. Build an engagement pipeline, a proposal and scoping calculator, client portals, OKR and initiative dashboards, resource and utilization trackers, and a public case study site—by describing what you need.
Start with the basics
Build the tools your strategy practice actually needs
Strategy work is unique to each client, with shifting scopes, multiple stakeholders and tight timelines. Teams juggle discovery notes, analyses, proposals, deliverables and meeting cadences—often spread across emails and spreadsheets.
Use YeshBe to build custom apps that mirror your engagements. Create a pipeline and scoping estimator, generate proposal summaries, open a client portal for deliverables, decisions and approvals, and track milestones, risks and actions in one place.
When strategy turns to execution, build OKR and initiative dashboards that link objectives to key results and projects, plus resource and utilization tools to plan staffing and forecast margin. You can also create a public site for case studies and thought leadership with lead capture that flows into your pipeline.
- Custom engagement pipelineTrack leads, discovery, scoping, proposals, fees and next actions in a pipeline that matches your process.
- Client portals and decision logsShare deliverables, capture decisions and approvals, record meeting notes and keep stakeholders aligned.
- Strategy execution dashboardsLink objectives, key results and initiatives with owners, timelines and RAG status in one view.
- Knowledge and case libraryOrganize frameworks, templates and case studies so your team can reuse work quickly.
Learn and apply
Guides for Strategy Consultants
Practical guides that help strategy consultants and advisory firms run the business better.
Build it yourself
What strategy consultants and advisory firms build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Engagement pipeline & proposal builder
Qualify leads, scope work, estimate fees and generate clear proposals tied to your pipeline.
PromptBuild an engagement pipeline app for a strategy consulting firm. Stages: Lead, Discovery, Scoping, Proposal sent, Verbal win, Signed, Lost. For each opportunity capture company, contacts, problem statement, scope notes, estimated fees, start date, win probability, next action, proposal link. Add a scoping calculator where I can select work modules (market sizing, interviews, competitor analysis, PMO support) with effort multipliers, team mix and fee totals. Provide a kanban pipeline view, a forecast report by month and a proposal summary page I can share.
Client portal for strategy initiatives
Give clients a secure space for deliverables, decisions, actions and milestones.
PromptBuild a client portal for a strategy engagement. Features: deliverables repository with file uploads and version notes; decision log (decision, context, owner, due date, status); action items with owners and due dates; meeting notes linked to decisions and actions; initiative tracker with milestones, risks and RAG status; comments on each item. Let me invite client users by email and control access per engagement.
OKR and initiative tracker
Tie strategy to execution with objectives, key results and initiatives in one place.
PromptBuild an OKR and initiative tracker for a consulting client. Create entities: Objectives (title, owner, timeframe), Key Results (metric, target, current, unit, confidence), Initiatives (summary, owner, start, end, budget, status, risk level) and Links to map which initiatives drive each KR. Provide dashboards for company view, team view and a RAG heatmap. Include update forms and a weekly check-in workflow that asks owners to update progress and blockers.
Resource and utilization planner
Plan staffing, balance workloads and forecast margin across engagements.
PromptBuild a resource planning tool for a small strategy firm. Create a consultant roster (name, role, skills, cost rate, billable rate, capacity per week), an availability calendar, and an allocation planner by engagement (start, end, percent allocation). Show utilization reports by week and quarter, alerts for over-allocation, and a margin estimate per project based on planned fees vs cost. Add simple timesheet capture to compare planned vs actual.
Questions and answers
Common questions about Strategy Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code?
No. Describe the workflow, fields and screens you want, and refine the app step by step with AI guidance.
Can I build a client portal to share deliverables and track decisions?
Yes. You can create a portal with deliverables, decision logs, approvals, action items and comments, and invite specific client stakeholders.
How can I handle complex scoping and pricing for engagements?
Build a scoping calculator that totals effort and fees based on modules, team mix and timeline, then attach the output to proposals and your pipeline forecast.
Can I showcase case studies and thought leadership on my website?
Yes. Create public pages for case studies, add filters by industry or capability, and include lead capture forms that feed your pipeline.
Build the app your strategy consultants and advisory firms business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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