For consultants

Your pipeline shouldn't go dark
every time you take on a client.

Snappy keeps your proposals followed up, your best clients feeling valued, and your referral network active - even when you're completely heads-down on a project.

No tech skills needed ยท Set up in minutes ยท Cancel anytime

The real problem

The feast-or-famine cycle isn't a capacity problem. It's a follow-up problem.

Most consultants lose business not because they don't do great work - but because the moment they're in delivery mode, business development stops entirely. Proposals go stale. Relationships cool. The pipeline that existed two months ago is gone by the time the project ends.

Snappy is the system that keeps the machine running while you do the work you're actually good at.

Where business is slipping right now:

  • Proposals that went quiet because you were heads-down on a current engagement
  • Past clients who loved your work but haven't heard from you in six months
  • Referral sources who stopped sending leads because you stopped staying in touch
  • A pipeline that only exists in your head - invisible until it's too late
  • Business development that stops entirely the moment a project starts

Three things Snappy handles for you.

01

Your pipeline doesn't go dark when you go into delivery.

The feast-or-famine cycle hits consultants hardest because business development stops the moment a project starts. Snappy keeps your pipeline visible and warm even when you're completely focused on the current client.

"You have 4 open proposals. The Johnson Group hasn't responded in 8 days - want me to follow up?"

"3 prospects you met at the conference last month haven't heard from you since. I have short follow-up drafts ready for each."

02

Your best clients keep coming back.

Retainer clients and repeat project clients are the foundation of a great consulting practice. Snappy monitors the health of every relationship and makes sure your best clients always feel like a priority.

"Meridian Partners - your largest retainer - hasn't had a strategic touchpoint in 47 days. Worth a proactive check-in before renewal."

"4 past clients you delivered for 6-12 months ago. Typical re-engagement window. I have personalized outreach drafts ready."

03

Your referral network keeps working.

The best consulting clients come from referrals. But referral relationships are easy to neglect when you're busy. Snappy tracks the silence and finds the right angle to stay present without being a nuisance.

"Marcus Chen referred you twice last year. 63 days since last contact. He'd appreciate a quick update on how those engagements went."

"Your top 3 referral sources haven't heard from you in 45+ days. I have tailored check-in messages ready for each."

Built for how consulting businesses actually run.

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Proposal follow-up

Every open proposal gets followed up on schedule - so you never lose a deal to silence.

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Past client re-engagement

Snappy surfaces clients who are in the re-engagement window and drafts the right message for each one.

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Referral partner cadence

Tracks every referral relationship and finds the right moment to reach out with a real reason.

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Pipeline visibility

Always know what's open, what's warm, and what needs your attention - without building a spreadsheet.

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Client communication drafts

Status updates, check-ins, milestone notes - drafted in your voice, ready to send.

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Retainer renewal radar

Snappy flags upcoming renewals and gives you a head start on the conversation before it becomes urgent.

A consulting practice that runs even when you're in the weeds.

The best consultants aren't the ones who work the most hours. They're the ones who never let the pipeline go cold. Snappy makes sure that's always you.

Meet Your Snappy

Zero

proposals forgotten

Warm

pipeline always

More

repeat clients

One

system to run it

Ready to end the feast-or-famine cycle?

No tech skills needed. Set up in minutes. Your proposals, your clients, your referrals - all handled.

No tech skills needed
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