A White-Labeled Practice Management + Operational Management Platform.
The all-in-one practice management platform for coaches, consultants, and fractional experts managing multiple clients.
Give prospects a reason to choose you. Propel helps you showcase structure, accountability, and measurable progress—proving your value from the first conversation.
Keep clients aligned, engaged, and seeing results. Propel brings visibility to goals, progress, and performance so your impact stays clear—and your clients stay longer.
Standardize delivery across every client. Propel gives you the systems, templates, and visibility needed to scale your team and capacity - without sacrificing quality or results.
Most advisory firms rely on separate tools to assess value, manage goals, run meetings, train teams, and track vendors. Propel brings these capabilities together into one integrated system.
| Capability | Tool Category Consolidated | Typical Stack | Typical Cost |
|---|---|---|---|
| Health & Value Assessment | Diagnostic tools | Surveys & spreadsheets | $300 / mo |
| Enterprise Value Tracking | ROI dashboards | BI tools & reports | $250 / mo |
| Goals & Scorecards | OKR tools | KPI platforms | $300 / mo |
| Strategic Initiative Planning | Strategy execution tools | Planning software | $200 / mo |
| Meeting Management | Meeting workflows | Notes & agenda tools | $250 / mo |
| Task Management | Project management | PM platforms | $200 / mo |
| Resource Management | Docs & SOP systems | Knowledge bases | $150 / mo |
| Learning Hub | LMS platforms | Course systems | $250 / mo |
| Vendor Management | Vendor tracking | Databases & sheets | $150 / mo |
| Total | $2,050 / mo |
At PYB, pricing starts at $750/month and scales with the number of active clients you support. Most firms pass this cost through to clients, making Propel a zero net cost (or profit center) to your practice.
Below is how advisors actually use Propel day-to-day to manage clients, drive execution, and prove ROI.
See the full picture of your client portfolio at a glance — goals, initiatives, and enterprise value for every business you support. Spot attrition risks, measure your impact, and showcase best-in-class ROI.
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Bring an appraisal + strategic roadmap to every prospect with a short, world-class assessment - generate new prospects and increase close rates.
Learn MoreGain visibility into every meeting your practice runs — and the internal meetings your clients run — so execution stays consistent across the organization.
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Templatize your delivery with proven roadmaps — show clients what work is ahead and help your team execute step-by-step.
Learn MoreCentralize your recommended vendors — and track every referral to unlock an affiliate revenue stream.
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Propel isn’t just software - it’s the operating system for service providers who want to scale faster, retain clients longer, and deliver measurable results.
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