Sell strategy,
not just advice
Create professional client plans and turn them into proposals instantly. One tool for the entire sales cycle.
Sound familiar?
Hours of work on documents the client barely glances at
Proposals buried in email attachments, lost in the inbox
No feedback — you have no idea whether they even opened it
The entire sales cycle in one place
From consultation through plan to accepted proposal
Consultation
Discover client needs
Client Plan
AI helps you build the structure
Proposal
Auto-filled from the plan
Share
Client sees plan & price online
Convert
Acceptance or feedback
What you get
Professional plan in minutes
AI helps you create a structured client plan quickly and efficiently. No more hours in spreadsheets.
Straight to a proposal
One click turns a plan into a business proposal. Client sees the plan and the price in one place.
Proposal tracking
You know when the client viewed your proposal. No more 'I sent it, now I wait'.
Scalable business
Sell strategy as a product. Less time creating = more time for clients.
Your output, your brand
Every consultant delivers a PDF. Only yours will carry your logo, colors and structure — the hallmarks they'll recognize.
PDF with your branding
Set up your logo, colors and header once. Every export automatically carries your visual identity — not a generic Strateg-AI document.
ProCustom plan templates
Create your own plan structure for your methodology. Next time just open the template, fill in the content — the outline is already done.
Starter+Proposal templates
Save your proposal structure once — line items, texts, terms. The next proposal is done in 2 minutes, not 20.
Starter+Who is this ideal for?
Strateg‑AI is the perfect tool for anyone who creates strategic documents for their clients.
- Marketing agencies
- Business consultants
- Strategic advisors
- Project managers
- Financial advisors
- HR consultants
Client Plan
A special type of plan designed for your clients. Marked as a "Client Plan" and linkable to proposals.
How many proposals can you create?
Available on all plans, including Free
Free
2 proposals / month
Try the workflow
Lite
10 proposals / month
For new consultants
Starter
50 proposals / month
For active freelancers
Pro
Unlimited
For agencies & teams