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August 3, 2022 by Xtensio

Xtensio for Consultancies

Work with clients on a single platform

Increase productivity and solve client problems more efficiently.

Get Started – Free
Xtensio dashboard view with Consulting Services Proposal template, create template module among other features

Xtensio brings your consultancy’s strategic communication together with living documents and presentations. It’s a collaborative workspace where all your client work — from strategic exercises and brand assets to messaging and deliverables — is centralized under a single platform. Whether you’re researching the client, coordinating a major product launch, or creating reports and case studies,
Xtensio is where your team’s work flows.

Automatically create branded collateral – without a designer

Build anything from strategic business docs, customer personas, proposals, one-pagers and landing pages with the ease of a web builder. Then quickly and easily reuse, update and personalize content for different clients and projects.

Detail view of Xtensio dashboard with user persona template and multiple labels module

Drag and Drop Design quality collateral

Drag and drop interactive modules – image, video, graphs, charts. Change the color, background or size. Adjust the layout however you need. All changes save and sync in real-time.

Brand Style Guidelines Easily brand communications

Define your team’s style guide with your company’s fonts and color palette to lock your branding across the team. Customize shared links and add passwords to keep your company’s collateral secure.

Team Communication Reduce email chains

Work as a team across departments and management. Loop in clients and partners as guests. Everyone is always up-to-date and your inbox is clutter free.

Built for open communication and increased productivity

Deliver visually stunning living documents and presentations that engage and captivate.

Share Share a live web link

Send important collateral as a customizable web link. Add password protection. No more sending multiple attachments and versions with every update to a document.

Present Present a digital slideshow

With one click, your folio turns into a digital slideshow. Present an engaging and interactive sales pitch from anywhere. Each section of the folio becomes a slide.

Download Download a PDF or PNG file

No matter how much you try to move completely to digital, some collateral will need to be saved as a hard copy. Export your entire folio or individual elements as PDF or PNG files.

Personalize client communications at scale

Xtensio for Business gives you a private and branded workspace for managing all of your client efforts, defining project scope, organizing the review and approval process and sharing results with everyone, both internally and externally.

Custom Layout Automate client projects

Quickly and easily customize content for different projects. Save any folio as a custom template for your team to reuse again and again. You can even embed it on your website to build your brand.

Task Management Meet client expectations

Organize your projects and documents by folder — client, project, internal strategy exercises and reports, etc. Add collaborators or share the folder link so everyone has the access they need, when they need it.

Track Flow Always be up-to-date

Keep track of your team’s workflow with in-app notifications and track engagement with folio stats. You’ll be able to adjust your process for efficiency and identify new growth opportunities.

View of Xtensio dashboard with multiple devices showing team management modules

For your team’s inspiration

Utilize our templates and resources for different stages of your consultancy’s process — from uncovering your ideal customer and product-market fit to creating proposals and pitches or internal strategy exercises, sales reports and other marketing collateral. Remember, you can always start with a blank slate to build anything you need.

Recent Editable Examples

Add to your dashboard with one click and use it as a starting point for your own project. Companies, concepts, people, and names below are imaginary. Designs and layouts are for your inspiration.

  • Online Course Sales Sheet
    Preview ›
    Use Template
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    Online Course Sales Sheet
    Used 730 times
    Use Template
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  • Sales Sheet Speckless Soaps
    Preview ›
    Use Template
    Learn More
    Personal Care Product Sales Sheet
    Used 838 times
    Use Template
    Learn More
  • Root Cause Analysis Example
    Preview ›
    Use Template
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    Enterprise Revenue Root Cause Analysis
    Used 527 times
    Use Template
    Learn More
  • Root Cause Analysis Examples
    Preview ›
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    Startup Failure Root Cause Analysis
    Used 529 times
    Use Template
    Learn More
  • Root Cause Analysis Example
    Preview ›
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    Social Issue Root Cause Analysis
    Used 365 times
    Use Template
    Learn More
  • TruMusic Ecosystem Map
    Preview ›
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    Learn More
    Music App Ecosystem Map
    Used 314 times
    Use Template
    Learn More

Templates

Smart and professional layouts with instructional placeholder copy. Save any template as a folio and start editing to make your own.

  • Ridesharing Apps Competitive Analysis Sample
    Preview ›
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    Ridesharing Apps Competitive Analysis
    Used 1015 times
    Use Template
    Learn More
  • millenial persona example
    Preview ›
    Use Template
    Learn More
    Millennial Persona
    Used 10506 times
    Use Template
    Learn More
  • Kids Product Pitch Deck Example
    Preview ›
    Use Template
    Learn More
    Kids Product Pitch Deck
    Used 385 times
    Use Template
    Learn More
  • Business Model Canvas Template
    Preview ›
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    Business Model Canvas
    Used 3650 times
    Use Template
    Learn More
  • Marketing Plan AG Group Consul example 1
    Preview ›
    Use Template
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    Consulting Services Marketing Plan
    Used 826 times
    Use Template
    Learn More
  • Noise Analysis Template
    Preview ›
    Use Template
    Learn More
    NOISE Analysis
    Used 78 times
    Use Template
    Learn More
  • soar analysis
    Preview ›
    Use Template
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    SOAR Analysis
    Used 89 times
    Use Template
    Learn More
  • Sales Sheet Speckless Soaps
    Preview ›
    Use Template
    Learn More
    Personal Care Product Sales Sheet
    Used 838 times
    Use Template
    Learn More
  • Traveler Persona Sample
    Preview ›
    Use Template
    Learn More
    Traveler Persona
    Used 14887 times
    Use Template
    Learn More

Join teams using Xtensio to reach their goals more efficiently.

104,816 users and counting…
Logos of agencies that use Xtensio: BBDO, Accenture, R/GA, Ogilivy
Logos of agencies that use Xtensio: Huge, PWC, TBWA, Deloitte
I use Xtensio, because it’s the best there is – elegant, competent and adaptable.
Testimonial from Jerome Katz
Jerome Katz

Professor of Entrepreneurship @

St. Louis University

This is amazing. I just created a really basic press kit in minutes – something that I’ve been putting off for ages. So simple.
Testimonial from Jake Peters
Jake Peters

CEO @

HelpDocs

With Xtensio I can collaborate with my team on projects and build out my own branded templates.
Testimonial from Robin Bramman
Robin Bramman

Founder and Chief Brand Mixologist @

Brandtini

Xtensio's ease of customization and user-friendly platform helps us craft compelling documents with minimal effort.
Testimonial from Olakunle
Olakunle Oladehin

Executive Director @

Everybody Dance Now!

Xtensio provides a straightforward, intuitive, solution for creating a unified message for clients while keeping content on-brand, and we’re lucky to have it.
Testimonial from Aaron
Aaron Friedland

Executive Director @

The Walking School Bus

Xtensio allows us to create attractive deliverables for clients and get feedback. We’re able to quickly make repeatable templates again and again.
Testimonial from Anna
Anna Yunker

Content Strategist @

Aztek Digital Agency

Xtensio is simple to use. A great marketing tool to brainstorm ideas and develop strategies.
Testimonial from Robin Eyre
Robin Eyre

Owner @

Trailblazer360

Xtensio is high-quality and easy-to-use. The templates make it easy to create materials, and the pages are mobile responsive.
Testimonial from Adam
Adam Sher

CEO @

AccuTennis

Xtensio is flexible and easy to use, making client deliverables very versatile and reusable across different product and market types.
Testimonial from Stephen Paterson
Stephen Paterson

Chief Product Officer @

AND Digital

Xtensio is your team space for beautiful living documents. Create, manage and share business collateral, easily.

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104,816 users and counting…

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