Consulting

EngagePro

Client engagement automation for consultants who bill, not admin

Founder, Independent Management Consultant

Robert spent 15 hours a week on proposals, invoicing, and client updates instead of billable work. He built EngagePro to automate the business side of consulting so independents and small firms can focus on delivering value.

$4.8K

MRR

64

Customers

1,900+

Proposals sent

Client list with engagement status, revenue tracking, next actions, and relationship health.

app.engagepro.io

Client Dashboard

Active relationships

Active Clients

18

Revenue This Month

$47.2K

Proposals Pending

4

Avg Engagement Length

4.2 months

Clients

Company	Status	Monthly Revenue	Health	Next Action	Last Contact
TechCorp	Active	$8,200	● Healthy	Quarterly review	Mar 1
Meridian Solutions	Active	$6,500	● Healthy	Scope extension	Feb 28
Atlas Group	Proposal	$0	● Neutral	Follow up on proposal	Feb 25
Pinnacle Ventures	Active	$5,800	● Healthy	Invoice due	Mar 2
Redwood Analytics	Active	$9,100	● At Risk	Address feedback	Feb 18
Sterling Partners	Completed	$4,200	● Healthy	Case study request	Feb 22
Horizon Digital	Proposal	$0	● Neutral	Send revised pricing	Feb 27
Northgate Industries	Active	$13,400	● At Risk	Escalation meeting	Feb 10

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