Book Discovery Calls
Prospects book a 30-minute call through your page. You see their company, role, and what they need help with before you pick up the phone.
Learn more about Online BookingConsulting Software
Book discovery calls, invoice per engagement, and keep every client organized.
Prospects book a 30-minute call through your page. You see their company, role, and what they need help with before you pick up the phone.
Learn more about Online BookingMonthly retainer at $5,000 or project-based at $15,000 with milestones. Set the retainer or project fee, send invoices, collect payment. All in one place.
Learn more about PaymentsEvery proposal, every meeting note, every deliverable. When a client comes back 6 months later, you pick up right where you left off.
Learn more about Customer ManagementResearch phase, analysis, draft report, client review, final presentation. Your board shows where every engagement stands.
Learn more about Task ManagementEverything you need to run your consulting business in one place.
You're paid to think, not to chase invoices and dig through old proposals.
Discovery calls scheduled over a dozen back-and-forth emails
Retainers and project fees tracked in a spreadsheet
Last quarter's proposal lost in a folder somewhere
Deliverables for three engagements juggled in your head
Prospects book a discovery call straight from your calendar
Retainer and milestone billing that runs on schedule
Every proposal, note, and deliverable on the client record
Each engagement's phase on one board, nothing slips
Consulting sells your judgment, not your evenings. Servetty handles the rest.
FAQs
Quick answers to the things consulting owners ask most. If yours isn't here, info@servetty.com.
Flat monthly pricing with no per-user or transaction fees beyond standard card processing. Thirty-day free trial, no credit card needed to start. See servetty.com/pricing for current rates.
Prospects pick an open slot and it lands on your calendar with a reminder. No back-and-forth to find a time.
Run a monthly retainer that bills automatically, or invoice a project in milestones with a deposit upfront. Track every partial payment without a spreadsheet.
Proposals, meeting notes, and deliverables live on the client record, with files attached. When they come back next quarter, you pick up where you left off.
Research, draft, review, and final each move across one board per engagement. You always know where every piece of work stands.