Professional Services & Consultants
From proposal to delivery, in one view.
Consulting and professional services firms sell expertise, then deliver it through engagements with clear scopes and deadlines. Wonward keeps proposals, engagements and client relationships together so nothing is lost between selling and doing.
Common problems we solve
Proposals sit without follow-up
Partners send proposals and then lose track of which ones need a nudge, so revenue stays stuck in the pipeline.
Engagement details get re-entered
Once a client signs, scope, contacts and documents are copied by hand into a separate project tool, wasting time and creating errors.
Hard to see capacity across engagements
With several clients running at once, it's difficult to know who's overloaded, what's due this week and which engagement is at risk.
How Wonward helps
Pipeline built for engagements
Track opportunities from first conversation to proposal to signed, with values, win dates and the full contact timeline.
Signed engagement becomes a project
Closing a deal creates the engagement project with starter tasks and a kickoff meeting, and links the proposal files from the deal.
Tasks, milestones and calendar
Plan each phase with owners and due dates, and see meetings, deadlines and follow-ups on one calendar.
Ask Kii for summaries
Ask Kii which engagements need attention or to summarize progress before a client check-in.
CSV import
Bring your existing clients and contacts in from Excel, Google Sheets, HubSpot or Salesforce exports in a few clicks.
An example workflow
- 1A lead comes in from a referral or your website
- 2You hold a discovery call and send a proposal
- 3The client signs and the deal moves to Closed Won
- 4Wonward creates the engagement project with tasks and a kickoff
- 5Your team delivers each milestone and shares files in the project
- 6The engagement closes and the client relationship stays in the CRM
Most firms start by importing their client list and running one active engagement through Wonward. It's free during the beta, so you can see the whole proposal-to-delivery loop with real work.