Client request
CL
Clearpath HealthToday · 10:42
“Could you add a second leadership workshop and investor readout?”
Additional facilitation and analysis beyond the signed outcome
Censiq for product consultants
Make every visible and billable.
Make the work around every meeting visible and billable.
Clients are buying the research, preparation, workshop, analysis, and decision it enables—not just time on a calendar. Censiq helps you scope that value, price extra sessions or analysis, and keep every deliverable and advisory retainer connected to payment.
Free setup · No credit card required
Clearpath Health / Agreement
Engagements Clearpath Health
Consulting agreement · AGR-024
SignedProduct strategy engagement
Prepared for Clearpath Health
- Agreement value
- $9,000 USD
- Decision point
- Audit accepted
- Advisory boundary
- Written and signed
Engagement scope
Product audit, leadership workshop, opportunity map, prioritized roadmap, and final executive readout.
Payment milestoneAmount · USD
- 01
Product auditDue on signature
$2,500 - 02
Workshop and roadmapDue before workshop delivery
$4,000 - 03
Strategy readoutDue at final presentation
$2,500
Client signature recordedPrivate review link
Change order · CO-001Approved
Workshop and investor readout
+$1,500+1 session
Client approval recorded
The full value of the work
$9,000 + $1,500$10,500 USD
- 01Preparation written into the paid scope
- 02Extra sessions separated into priced changes
- 03Advisory limits written into the agreement
- Censiq handles
- Signed scope, invoice drafts, changes, and follow-up
- Your client gets
- Private review links—no Censiq account required
- Your money goes
- Directly to your bank account
Where signed work loses value
The meeting is visible. The work and value around it often are not.
Consulting margin erodes when preparation, access, follow-up, and additional analysis are treated as informal extensions of the original engagement.
01
What usually happens
A workshop is priced like a calendar slot.
Research, stakeholder preparation, facilitation, and the written output disappear behind the meeting itself.
With Censiq
Define the complete engagement and attach payment stages to reservation, facilitation, and final delivery.
02
What usually happens
Advice expands without a new decision.
Another analysis, stakeholder session, or deliverable enters the work without a visible fee or delivery impact.
With Censiq
Document additional scope in a signed change order before the extra consulting work begins.
03
What usually happens
A retainer becomes unlimited availability.
Meetings, asynchronous review, response expectations, and unused capacity remain undefined while billing repeats manually.
With Censiq
Set the advisory cadence, access boundaries, response window, recurring fee, and invoice schedule in one retainer record.
The commercial record in motion
From agreed outcome to confirmed consulting payment
The client sees what they are buying, which decision unlocks each invoice, and what requires separate approval.
Define the outcome
Record inputs, preparation, sessions, deliverables, decision-makers, and exclusions.
Same client, scope, amount, and approval context.Sign and reserve
The client signs through a private link and the opening invoice is ready for review.
Same client, scope, amount, and approval context.Bill each decision
Send the connected draft when the audit, workshop, roadmap, or readout becomes billable.
Same client, scope, amount, and approval context.Approve additions
Price extra analysis, sessions, or delivery time in a change order before proceeding.
Same client, scope, amount, and approval context.Follow up and renew
Automate payment follow-up, confirm transfers, and keep recurring advisory billing visible.
Same client, scope, amount, and approval context.One engagement. Every commercial decision.01 / 05
Clearpath Health / Agreement
Illustrative client recordReady to send
Consulting agreement · AGR-024
Product strategy engagement
Audit, workshop preparation, roadmap, and executive readout
Engagement scope
Product audit, leadership workshop, opportunity map, prioritized roadmap, and final executive readout.
Advisory boundary
Additional workshops require a signed change order.
01
Product audit
$2,50002
Workshop and roadmap
$4,00003
Strategy readout
$2,500Agreement total$9,000 USD
Illustrative workflow · No account required to explore
Built for product consultants
Make expertise easier to buy—and easier to bill.
Package audits, workshops, strategy delivery, and ongoing advice around recognizable outcomes instead of leaving the commercial terms inside meeting notes.
01
Audits with defined outputs
Turn an open-ended review into a scoped engagement with clear access requirements, analysis, and a final deliverable.
Example: product audit, evidence summary, and prioritized opportunity map.Payment schedule$9,000 USD
01
Product auditDue on signature
$2,50002
Workshop and roadmapDue before workshop delivery
$4,00003
Strategy readoutDue at final presentation
$2,50002
Workshops and strategy delivery
Separate preparation, facilitation, and final documentation so the value is visible beyond the meeting itself.
Example: stakeholder workshop followed by a decision log and 90-day roadmap.New client request
Change order · Approved
Workshop and investor readout
+$1,500+1 session
Work can proceed
03
Advisory retainers
Define the monthly access, meeting cadence, and boundaries of ongoing advice before the relationship becomes unlimited support.
Example: $2,000 monthly for two leadership sessions and asynchronous review. Invoice sentDay 0
Reminder in contextDue date
Payment verifiedReceipt issued
Go deeper on one commercial problem
Practical controls for product consultants.
Use a focused workflow or start with a copy-ready commercial structure for the work in front of you.
Fits the way you already work
Your delivery tools stay. Censiq connects the commercial decisions.
01
Your delivery tools
Do the specialist work where it belongs.
Keep Notion, Slides, Miro, or your preferred research tools for analysis and delivery. Censiq does not ask you to rebuild your consulting method inside a general-purpose CRM.02
Censiq
Keep one connected commercial record.
Use Censiq for the signed scope, payment schedule, milestone invoices, direct bank-transfer instructions, reminders, confirmation, and the revenue record behind each client engagement.03
Your client
Review, sign, and respond without onboarding.
Clients use secure private links to review agreements, sign, view invoices, report a bank transfer, and receive a receipt. They do not need a Censiq account.Before you start
Clear answers before you move client work.
Client access, existing tools, direct payments, and what happens after signature.
Does Censiq replace Notion, Miro, Slides, or my consulting method?
No. Keep research, workshop materials, analysis, and delivery in your preferred tools. Censiq manages the commercial record around the work: signed scope, payment milestones, approved additions, retainers, invoice follow-up, and receipts.
Can Censiq handle both projects and advisory retainers?
Yes. Use milestone-backed agreements for audits, workshops, and strategy deliverables. Use recurring retainers for ongoing advisory access, with a defined cadence, service boundary, billing interval, and review-before-send invoice drafts.
Does my client need a Censiq account?
No. Your client receives secure private links to review and sign the agreement, view an invoice, report a transfer, and receive a receipt. They do not need to create a workspace or remember a password.
How are client payments handled?
Your invoice displays the appropriate bank-transfer instructions and the client pays your account directly. Censiq records the invoice and confirmation workflow but does not hold the money. Bank or intermediary fees may still apply.
Censiq for product consultants
Make the next consulting engagement easier to value and easier to bill.
Scope the work around each meeting, price additions before they begin, and keep every decision and invoice connected.
Start freeNo credit card required