Xtensio for Consultancies
Work with clients on a single platform
Increase productivity and solve client problems more efficiently.
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.
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.
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.
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 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 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 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.
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.
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.
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.
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.
Templates
Smart and professional layouts with instructional placeholder copy. Save any template as a folio and start editing to make your own.
Join teams using Xtensio to reach their goals more efficiently.
63,602 users and counting…
Jerome Katz
Professor of Entrepreneurship @
Jake Peters
CEO @
Robin Bramman
Founder and Chief Brand Mixologist @
Olakunle Oladehin
Executive Director @
Aaron Friedland
Executive Director @
Anna Yunker
Content Strategist @
Robin Eyre
Owner @
Adam Sher
CEO @
Stephen Paterson
Chief Product Officer @
