AvariHQ for Consultants & Advisors

Turn expertise into a structured client engagement from first conversation to next action.

Organize referrals, discovery, proposals, client information, meetings, recommendations and next engagements around a repeatable advisory process.

Start Free Trial (opens in a new tab)See the client journey

30 days free. No credit card required.

Illustration: A consultant sketching a framework for a client during a working session.

Does this look familiar?

Illustration: an advisor on the phone at his desk, juggling a notepad, printed notes and sticky notes.
  • Referrals and consultations are tracked in inboxes and calendars rather than a defined pipeline.
  • Every engagement starts with the same questions asked in a different way.
  • Current-state information and supporting documents arrive piecemeal.
  • Recommendations and action plans live in documents clients struggle to find.
  • The next engagement depends on remembering to follow up.

What this could look like in AvariHQ

  • A defined path from referral to agreement

    See where every conversation stands and what should happen next.

  • Structured discovery and onboarding

    Collect goals, context and documents before the first working session.

  • One place for the engagement

    Give clients a single destination for resources, actions and next steps.

Illustrated diagram: a central engagement record linked to intake, booking, proposal, onboarding checklist, recommendations and invoicing.

The client journey

From first conversation to agreed actions, and the next engagement.

Each stage shows the AvariHQ tools that support it. Explore Platform

  1. Acquire

    Track referrals and inquiries through to a booked consultation.

    How AvariHQ supports this stage

    Illustration: A consultant in an introductory conversation with a referred prospect.

  2. Convert

    Move from discovery to a clear proposal and signed agreement.

    How AvariHQ supports this stage

    Illustration: A consultant and a business owner discussing a proposal across a desk.

  3. Onboard

    Gather the business profile, goals and supporting documents before kickoff.

    How AvariHQ supports this stage

    Illustration: A consultant and a client mapping goals together on a wall.

  4. Deliver

    Share recommendations, action plans and client actions in one engagement.

    How AvariHQ supports this stage

    Illustration: A consultant facilitating a small team workshop.

  5. Bill

    Bill by project, milestone or advisory arrangement.

    How AvariHQ supports this stage

    Illustration: A consultant reviewing engagement paperwork at a desk.

  6. Support

    Give clients resources and guidance between meetings.

    How AvariHQ supports this stage

    Illustration: A consultant on a phone call offering guidance to a client.

  7. Grow

    Propose the next engagement or quarterly advisory when the work lands.

    How AvariHQ supports this stage

    Illustration: A consultant and a client talking through next steps after a review.

Relevant System

Design the onboarding process first.

The Client Onboarding System System Guide shown at a three-quarter angle.

03 / SYSTEMONBOARD

The Client Onboarding System

Orient first. Collect once. Hand off with evidence.

$149 USD, one-time purchase

Explore the System

Want help setting it up?

Explore Services

Give every advisory engagement a structure clients can follow.

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30 days free. No credit card required.