For independent and boutique B2SMB consultants

Lead with
a real audit.
Not a sales deck.

Consultants win on expertise. ProspectUp lets you walk into every first meeting with a branded audit of the client's business — pulled in 90 seconds, personalized to their actual online presence, positioned as a conversation starter, not a pitch.

White-label ready Asset-led motion Pay as you prospect
your-consulting.co / pipeline · this week
Currently working 12 discovery calls 4 proposals out 2 retainers signed
18 audits sent this week · $6,400 pipeline added This week →
Grayson Law Group Atlanta · 9-person firm · sent Tue
OPENED 4×
Call Thu 2pm
Waypoint Physical Therapy 3-location PT · sent Wed
REPLIED
Proposal in review
Brimfield Dental Solo DDS · sent Wed
OPENED
Warm follow-up
North Star Auto family-owned shop · sent today
NEW
awaiting
The job

What independent
consultants tell us.

Three patterns we hear from solo operators and boutique 3–12 person consultancies.
Credibility gap

Every call starts with me proving I'm not another BS consultant. An audit on the table short-circuits the entire trust conversation.

Solo ops consultant · Chicago
$18k avg engagement
Time per pitch

I was spending 3 hours writing a custom proposal per prospect. Most went nowhere. Can't scale that past 4 pitches a week.

Fractional CFO · Austin
Serves 8-person retainer roster
White-label

Anything I send to a client has to look like it came from my brand. Not a stock template, not a vendor logo at the bottom.

Growth advisor · Denver
14 retainer clients
A week on ProspectUp

From 4 pitches
to 20 audits.

Real cadence for a solo consultant using ProspectUp as their front-end prospecting and opener engine.
Monday
Pick 20 prospects

Filter your niche — SMB dentists in your city, 3+ years in business, under $2M revenue. 15 minutes.

Output: 20-lead batch
Tuesday
Generate 20 audits

Click through the batch — each gets a branded audit in your template, their business, your recommendations. 45 min.

Output: 20 PDFs + landing pages
Wednesday
Send the sequence

Postcard drops Mon, email Wed, LinkedIn Fri. ProspectUp schedules all three. You approve and walk away.

Output: 60 touchpoints
Thu–Fri
Respond to opens

Owners who opened the audit 2+ times surface in your inbox. You reply with a calendar link and real context.

Output: 4–6 discovery calls
Next Monday
Close 1 retainer

Most engagements come from the second or third touch. Repeat the loop. Pipeline stays full without being your second job.

Output: 1 signed retainer / week
White-label

Your brand on
every asset.

ProspectUp never appears on an asset you send to a client. Logo, colors, URL, voice — all yours.
Looks like your consultancy. Not a SaaS product.
O Orbit Advisors Prepared for Grayson Law Group
Four quick wins we'd tackle
in the first 30 days.
B-
Operational maturity 71 / 100 Above-median practice management, below-median client acquisition. Clear upside in the second.
Intake processno online booking detected
Manual only C
Online reviewslast 12 months
3.9★ · 47 reviews B-
Response timefirst-contact
>24h median D
Referral engineno process observable
Not set up D
Talk through the 30-day planOrbit Advisors · no obligation
Book call →
orbitadvisors.com/audit/grayson Prepared Apr 23
Pay as you prospect

No minimums.
No seat tax.

Consultants have uneven weeks. ProspectUp is priced so you only pay when you're prospecting.
Typical consultant month · 60 prospects worked

Usage-based, not seat-based.

Platform access 1 seat $0
Prospect records (live-enriched) 60 × $1 $60
Branded audit reports 60 × $2 $120
Postcard drops (optional) 30 × $1.80 $54
Total monthly per solo consultant $234

Ramp up when you want. Double prospecting in a slow quarter, cut it in a busy one. You pay for the work you actually do — nothing more.

You might be thinking

Consultant pushbacks.
Straight answers.

Four objections we hear from independent consultants and boutique firms.
You say

"I get all my clients through referral. Why prospect?"

We say

Referrals are unpredictable. ProspectUp is a second engine, not a replacement. Most solo consultants keep referrals at 70% of pipeline and use outbound to fill the gaps during slow quarters.

You say

"Audits feel gimmicky. I don't want to lead with a tool."

We say

You're not. You're leading with insight. The audit is a vehicle for it — your analysis, your recommendations, in a format the prospect can share. It replaces the deck, not the expertise.

You say

"My niche is too narrow for a database."

We say

We index every US local business — 32M of them. Your "narrow niche" (3-doctor pediatric practices in Texas, 10+ unit car washes, single-location bakeries with <2yr tenure) is almost certainly a filter we already support.

You say

"I care about my brand. I don't want vendor logos on anything."

We say

Every asset — PDFs, landing pages, postcards, emails — carries your brand only. Not "Powered by." Not a footer plug. Upload logo + brand colors once; everything downstream uses them.

Frequently asked

Consultant questions.

Can I use ProspectUp for just the audit, skip outbound?
Yes. Many consultants use us purely for the audit step — generate a branded audit for an existing prospect, share it in discovery, close the engagement. Outbound sequences are optional.
Can I customize the audit categories and grading?
Yes. Rewrite category labels, drop rows you don't care about, and customize the recommendations. Also supports your own custom category with a rubric you define.
Is there a seat price for a 3-person consultancy?
No — seats are free. You only pay for usage (records, assets, sends). Share a workspace across your team at no extra cost.
Can I export the audit as a native .docx for editing?
Yes — .docx, .pdf, and a hosted landing page are all exportable. Most consultants use the landing page for prospecting and the .docx when they've already engaged.
Does this work for B2B service consulting (not just local)?
Partially — we focus on US local businesses with physical presence. If your consulting targets e-commerce only, SaaS, or pure-online businesses, we're not the right fit. For any local service / retail / healthcare / trades consulting, yes.
Niche consultants: See the vertical pages for specific industries.
2,100+ independent consultants on the platform

Walk in with insight.
Not a slide deck.

Free to start. Generate 10 audits on us. Send them under your brand.

$0 seats · $1/lead · white-label everything