Someone books a discovery call
Straight from the booking page on your site.
Software for consultants & consulting firms
Turn discovery calls 
into signed contracts.
Bookings, briefs, contracts and retainers in one place, so every conversation moves toward a signature.
Free plan, no card needed. Or book a demo.
Discovery call bookedNorthwind, Thursday 11:00A booking tool, a signing tool, repeat. Notes in five notebooks. Forgotten follow-ups. Retainers billed by hand.
startbuddi puts all of it in one place.
A day with startbuddi
From booked call to signed retainer, in one afternoon.
Chip preps your brief
Their business, your history and a suggested opener.
You send the contract
For e-signature, from the same record.
Signed online
The contract is saved on the client's record.
The retainer is set up
A monthly subscription with a payment link.
That's the whole day.
One workspace, one login, nothing lost between apps.
Start free
What you run on
From discovery call to monthly retainer.
The tools a consultant juggles, joined up around each client.
01
Online bookings
Share a booking page for discovery calls. Clients pick a time, and a confirmation and reminder email go out for you.
Explore Online bookings
02
Every client on one record
Notes, calls, emails and documents sit on one record per client and company, so you walk into every call prepared.
Explore Every client on one record
03
Proposals and contracts
Send the engagement letter or contract for e-signature from the client's record.
Explore Proposals and contracts
04
Retainers and memberships
Bill retainers as a monthly subscription with a payment link, so clients pay the same day every month.
Explore Retainers and memberships
05
Time tracking
Track time against each engagement, so you know which clients are worth the hours.
Explore Time tracking
06
Video meetings with clients
Run the client call from a link, with no account or download. From Starter, record it and let Chip draft the summary, decisions and action items, and give every booking its own video link.
More about meetings
07
Client reports
Client reports with the numbers and the story, which Chip drafts from the numbers only. Share them as a PDF or a link with a password, or in the client's portal from Growth.
More about Analytics
08
A portal for each client
Share reports, files and approvals in a private client portal instead of long email threads, and start each engagement with an onboarding checklist the client fills in. On Growth, clients can also call you from the portal chat.
Explore A portal for each clientNot a consultant? startbuddi fits the way you work too.
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RecruitmentFAQ
Common questions
Can clients book time with me?
Yes. Share a booking page, take payment when they book if you like, and a confirmation and reminder email go out for you.
Can I send contracts for signature?
Yes. Send contracts and proposals for e-signature from the client's record.
Can I bill retainers every month?
Yes. Set the retainer up as a subscription in Get Paid, with a payment link your client uses each month.
Can I run client calls in startbuddi?
Yes. Schedule a meeting and clients join from a link in their browser, with no account. From Starter you can record it and let Chip draft the notes and a follow-up email for you to check before it goes.
Does it work for a team of one?
Yes. Plenty of consultants run solo. Add people when you hire.
Spend your time advising, not admin-ing.
Bookings, contracts and retainers in one place. Start free.
Or book a demo and we'll set it up with you.