Every client engagement, one workspace.
Trade advisors and consultancies run their client work on Promote:Global: scoped assignments, projects clients share with you, and Meridian, your AI trade co-pilot, on your side of the table. And when a company goes looking for advisory help, your firm is there to be found.
Advisories guide; providers execute. You are a separate population, found a different way.
The challenge
Advisory work scatters, and then it stalls.
Every client lives in a different stack
One engagement runs on email, another in a spreadsheet, a third in a portal someone built years ago. Nothing carries over.
Advice dies in the PDF
You hand over the report, and the client is left to turn it into work. Mostly, it stays a report.
Between referrals, you’re invisible
The companies who need exactly your help have no way to find you at the moment they need it.
What you get
Run the client work in one place.
Built for how a practice actually operates: many clients, one team, and advice that has to land as action.
One workspace for client work
Assignments, client questions, shared projects, and messages in one console. No more one stack per client.
Assignments with a clean lifecycle
Scope, deliverables, dates, and fees, from Requested to Completed. Your client accepts and confirms the outcome; you can’t do it for them.
Work inside the client’s project
A client shares their project and you add steps straight into their workspace, under your name. They keep ownership, and closing the engagement ends your access.
Read-only when that’s the deal
A share can be view-only: you watch the live project instead of an emailed snapshot, and the client can end it at any time.
Meridian on your side of the table
Meridian, your AI trade co-pilot, reads a client’s live data and suggests next actions. The advice is for you; nothing reaches the client unless you send it.
A firm profile companies can find
Services, team, and case studies, discoverable when you switch it on. Companies ask first, and every request arrives with the client’s contact card.
Inside a client’s project
Advice that lands as work in their plan.
A client shares the project; you add steps into their workspace under your name. They keep ownership, and closing the engagement ends your access.
Clients
Every engagement in one console
One workspace instead of one stack per client
Assignment
Scope, deliverables, dates, fees
Your client accepts it and confirms the outcome
Their project
You work in it, under your name
View-only when that is the deal, and they can end it
How practices work on Promote:Global
Set up your firm
Profile, services, team, and case studies. Flip on discoverable when you’re ready to be found.
Bring clients on
Invite existing clients, or take requests from companies who found you. A request becomes a scoped assignment your client accepts.
Run the engagements
Deliverables, questions, and shared projects in one place, with a record of what you delivered when renewal comes around.
Your plan
Advisory practice
Custom, for your practice
Seats for your whole team, Meridian at your side, and the firm profile included. Tell us how your practice works and we’ll shape the plan around it.
Start the conversationThe freight, legal, and finance your clients will need are on the platform too, an introduction away.
Bring your practice over.
Tell us about your practice and the clients you serve. We’ll walk you through the advisory console and set up your firm profile with you.
Start the conversationOr email us at hello@promoteglobal.org