for ConsultantsJoin the waitlist

For consultants on retainers

Analytics for consultants.

See which posts and channels bring you inquiries, discovery calls and signed clients. All in one place.

Join the waitlistBook a 20-min call

Signing up takes about 2 minutes.

Your clients this quarterExample
Post or channelWhere inquiries started
  • Referrals
  • Podcast
  • Blog
  • LinkedIn
led to
Inquiries42people got in touch
50%booked a call
Discovery calls21calls held
38%of calls signed
Signed clients8became clients

Help shape Chartsy for Consultants.

I’m Serena, founder of Chartsy. I’m building this with a small group of consultants. Tell me how you find and win clients today. It takes about 2 minutes.

Most questions are one tap. You only type your name and email.

Prefer to talk? Book a 20-minute call instead

10 quick questions · about 2 minutes1 of 10

What would you most like to see?

Tap up to 2

This tells me what to build first.

Three things your spreadsheet can’t tell you.

  1. Which posts and channels bring inquiries?

    Google Analytics shows visits. It can’t show which visit became a client.

  2. How many inquiries become discovery calls?

    Inquiries come by form, email, DM and intro. Nothing links them together.

  3. How many discovery calls become signed clients?

    Signed clients sit in a spreadsheet. You can’t see what brought them in.

Common questions

What will it cost?

People on the waitlist help set the price. You’ll know it before you pay anything.

When can I use it?

People on the waitlist get it first, as soon as the first version is ready.