Business Consultants And Advisors
Win clients & become a proficient business consultant
Live up to your client's expectations!
Consult your clients easily & in an efficient manner.
Help grow your client’s business by 10X & improve your consultancy value by streamlining your process & putting a proper business system in place using Upmetrics.
Help your clients create an investment-ready business plan & pitch deck catered to their unique requirements.
Standardize & streamline your consulting & advising process
Enhance your planning by visualizing accurate financials
Give your clients accurate financial forecasts with visual finance reports and graphs. We have automatic finance calculators that save you time, effort, and resources.
Help your clients get funded
Our pitch deck template helps your client create presentations that get them funded. With a solid pitch deck, your clients gain the confidence to voice their ideas without any hesitance.
Manage the diverse needs of clients from every industry
With 400+ business plan templates, be assured that Upmetrics has got your back. If you have got a client, we have got a business template for it. Use our template & don’t start from scratch.
Designed for collaborative consultation
Add members to business planning and collaborate in one place. Use notes & comments to guide clients in their business planning at each step. Manage everything from one platform without any fuss and confusion.
Lammert Stavast was able to improve business productivity and increase profits using Upmetrics
Stats supporting our claim being best in the industry
110K+
40K+
28K+
195
Business consulting software for higher productivity
Guide clients on each step of business planning
Our business plan software comes with a step-by-step guide which your clients can use to gain clarity while writing their plan.
Add clients as members, and collaborate with them on each step of business planning. Use chat, notes to capture feedback or pose questions to clients.
Collaboration on Upmetrics is seamless & has never been so easy anywhere else.
Making financial planning simple, easy & automated.
Say bye to complex financial calculations and spreadsheet formulas.
With Upmetrics, create financials by entering a few key figures and letting the system do all the calculations. Save your precious time and improve your efficiency.
You can also guide clients on inputting numbers & work through financial statements to help them understand what it all means for their business.
Manage multiple clients effortlessly under one platform
Provide investment friendly consultation to clients
Empower your clients to raise funds for their business.
You can guide your clients on how to create a convincing pitch deck for their business using our pitch deck template which comes with a set of instructions that anyone can follow easily.
Give confidence to your client’s business idea with a stunning pitch deck
our customers love us
“It allowed me to develop and expand my consultancy business. I like the ability to collaboratively work on plans with clients. It allows me to complete my work & for clients to retain access to the plan.”
Business Consultant
“With upmetrics we are able to put together a plan as quickly as possible, working collaboratively with our clients and being able to track progress against goals. Upmetrics helps us focus on the strategic aspects of the engagement because the setup is already done.”
“I like not needing to start from scratch each time and yet have the options to fully customize the reports. Being able to generate an unlimited set of reports, that is professional and easy to edit will save you time, which means more time to attend to new clients and expanding your business"
Here's how our business plan sample looks like
- 360° business plan comprises of all key factors
- Realistic financial forecasts
- Converted ideas into actionable strategies
Frequently asked questions
How does Upmetrics add value to my business consultancy?
Upmetrics comes with 400+ business plan templates which helps a consultant gain a head start & don’t start from scratch. With automated financials , making financials are easy. Consultants don’t need to get tangled in complex financial calculations. This increases the consultants productivity 10X and help them scale their business to new heights.
How can I share the business plan template with my clients?
You can invitee members to your workspace by sending them an invitee link to their email. You can also assign permission whether you want them to write the business plan or just add them as a viewer.
How many Canvas does Upmetrics Provide?
Upmetrics provide 12 unique Canvas so that you can strategize better for your business. Some of them are:
- Business Model Canvas
- Value Proposition Canvas
- Product Market Fit Canvas
Where can I find the business plan template for my specific industry?
You can search for the specific business template by searching here: https://upmetrics.co/sample-business-plans
How many members can I add in the workspace?
You can invite up to 5 members with your current subscription. Additional members, you can purchase at $3 per month if you have opted for yearly billing, and $5 per month if you have opted for monthly billing.
Is there an option to transfer workspace to client after my consultation has ended?
Yes, Upmetrics provide the flexibility of workspace ownership transfer if the need arises. You can easily transfer the workspace to your participant for future use.
How does financial forecasting tool help get better value for me & for my client?
Our Financial planning eliminates all the complex calculations for you & your clients. You can easily just input few figures and based on that the system would come with beautiful financial charts and visuals.
From profit & loss sheet to Working capital, all can be easily calculated via our financial planning tool. This will help you and your clients save time and focus on things that actually matters.
Is there a proper system in place for organizing multiple business plans?
Yes, you can classify business plans into groups and filter them using your workspace dashboard. This help you maintain and keep track of every business plan and improve your consultancy efficiency.
Do you have a user guide on how to use Upmetrics?
Yes, we have a user guide. You can access it here: https://help.upmetrics.co/
Take your business consultancy to the next level
Make your consultancy best by integrating Upmetrics and making it a key resource to grow 10X