1. Establish Your Practice
Choose your consulting specialty, add your business information, configure your brand, and personalize your workspace.
ADVISOR LAUNCH EXPERIENCE
Get Your Consulting Practice Ready—with a Clear Path From Setup to Delivery.
Whether you're launching an independent consulting business or already serving clients, Advisor Launch helps you learn ExpandPro by doing.
Set up your practice, select your services, plan your engagements, and prepare to serve real organizations.
All within one guided experience.
Build your services. Plan your engagements. Move at your own pace.
EExpandProWORKSPACE PREVIEW
YOUR NEXT CHAPTER
Build your services.
A little progress. A confident next step.
Establish your practice
2Build your servicesIN PROGRESS
3Plan your first engagement
4Prepare to go live
Advisor workspace Client organization Employee experience
Four stages. One connected consulting workflow.
2. Build Your Services
Explore recommended offerings, select your initial services, and adapt the scope and pricing to your consulting practice.
3. Plan Your First Engagement
Define your client priorities, prepare an appropriate scope, and organize the delivery workflow.
4. Prepare to Go Live
Review your setup checklist, understand client permissions, configure relevant business connections, and prepare for your first deployment.
Guided setup without a complicated implementation project.
Guided Onboarding
A clear series of steps introducing the features you need at each stage.
Recommended Services
A specialty-based starting catalog to help you build a focused practice.
Engagement Planning
Organize your client priorities and prepare the next steps for delivery.
Workflow Resources
Organize your client priorities and prepare the next steps for delivery.
Proposal Preparation
Learn how to customize an offer, prepare a scope, and explore the proposal process.
Go-Live Checklist
Review your business setup and client-delivery readiness before inviting real users.
Designed for new consultants and growing practices.
Launching Your Own Practice?
You have experience and expertise. Now bring the business infrastructure together.
Use guided setup to organize your services, explore marketing and business tools, prepare proposals, and plan client engagements before going to market.
Already Running a Consulting Business?
You don't have to migrate everything at once.
Start with one service, one client workflow, or one engagement. Explore how ExpandPro can consolidate operations and give your clients ongoing visibility into the work you deliver.
What could your first two weeks look like?
Day 1:
Review your trial request with our team and plan your workspace.
Days 2–4:
Choose your consulting services and personalize an offer.
Days 5–8:
Prepare your intake, assessment workflow, and proposal.
Days 9–11:
Explore the learning tools, organizational dashboard, and employee experience.
Days 12–14:
Review your progress, select a subscription, and prepare your first real client workflow.
This is a suggested learning path, not a required schedule or guaranteed business outcome.
Start independently. Get help when you want it.
ExpandPro is designed to help you begin without a lengthy implementation project.
Use the guided tutorials and platform resources on your own, or select optional assistance when you want help with configuration, adoption, and ongoing operations.
Your next chapter in consulting can begin with one workspace.
Build your services. Plan your workflow. Prepare to deliver results.