What BM-360 is
A consultant's price book, job list, and invoicing, covering strategy and planning, coaching and workshops, and project engagements.
Professional
Business consulting quoting software for strategy and retainer work
A single hourly strategy session and a monthly retainer engagement should not both need a proposal built from scratch. Price the session, scope the retainer, from the same book.
Discovery session
Monthly coaching
Strategy workshop
Business review
The session and the retainer
From first call to signed-off engagement
An hourly strategy session and a monthly retainer both sit in the same price book, so a new client sees a clear starting figure before the first call ends.
Client site or home office
Scope a new engagement straight after a client meeting. Build out retainer and workshop pricing from the home office.
Retainers stay clear
A monthly retainer engagement is its own line, so it never gets confused with a one-off strategy session on the same invoice.
Your week
From enquiry to scoped engagement
Consulting enquiries often start broad and need scoping before a real number appears.
What goes wrong
A new enquiry describes "help with the business", gets a vague estimate, and the real engagement only firms up after several calls.
How a job runs with BM-360
The enquiry lands on your job list, priced from the book, whether it is a single session or a monthly retainer.
What the week looks like
One-off sessions and ongoing retainers sit on the same list, and the invoice matches the engagement you scoped.
Price book
Jobs already named for business consultants
Strategy sessions, coaching, and retainer engagements are already listed, priced by the hour or by the month. Prices stay hidden from the client until you confirm.
Strategy & planning
- Strategy session (hourly)
- Business plan development
- Market analysis report
- Pricing review
Operations improvement
- Process mapping workshop
- Operations review (hourly)
- KPI framework & dashboard
Coaching & workshops
- Executive coaching session
- Team workshop (half day)
Project engagements
- Project engagement (monthly retainer)
- Change management programme
Research & deliverables
- Industry research subscriptions
- Survey / feedback platform
- Presentation design pack
- Workshop materials & handouts
- Industry benchmark data access
- Facilitation toolkit hire
Digital & sales
- Sales process review
- CRM setup workshop
Add-ons
- Interstate travel day
- Rush deliverable surcharge
- Stakeholder interviews (each)
- Session recording & transcription
Other business types
More in Professional
Each type has its own jobs and prices. If Business coach / consultant is close but not quite right, try another in this group, or see all business types.
Accountant
Tax, BAS, and advisory packages for sole traders and small companies. Fixed fees with optional retainers.
Bookkeeper
Monthly bookkeeping and catch-up work with clear package or hourly pricing.
Lawyer / solicitor
Fixed-fee legal packages for common SME and personal matters, with inspect-first for complex work.
Financial adviser
Advice packages for retirement, investments, and personal wealth planning.
Virtual assistant
A 10-hour monthly retainer and a one-off inbox and calendar cleanup should not need two different proposals. Price the retainer tiers, quote the one-off, from the same book.