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DETUPAZO for Consultants

Turn expertise into a clear client engagement.

Present your scope, pricing and terms clearly, give clients one place to approve, then move the engagement through signature, invoicing and payment.

SUMMIT ADVISORYILLUSTRATIVE EXAMPLE
PROPOSAL / ACME STUDIOViewed

Growth Strategy Advisory

An engagement with defined scope and clear next steps.

Discovery WorkshopGoals and current state
$1,200
Strategy RoadmapPriorities and next steps
$2,000
Advisory SessionsThree working sessions
$1,800
Engagement total$5,000
Review proposal Accept Sign
Consulting engagements

Make the recommendation easy to act on.

Connect the strategy conversation to a defined scope, agreement and payment step.

Illustrative consultant discussing a project plan with two clients
Illustrative scene · Not DETUPAZO staff or customers
The consulting challenge

The advice may be complex.
The buying process should not be.

A client conversation can turn into a trail of documents, emails and separate billing steps. The engagement should be easier to follow.

TYPICAL FRAGMENTED FLOW

Client conversation → scope document → email → proposal → signature tool → invoice app → payment app

WITH DETUPAZO

Client → Proposal → Approval → Sign → Invoice → Payment

01 / Engagement proposal

Package your expertise into a proposal clients can understand.

Present the engagement title, services, scope summary, pricing and terms together. The client can see the total before deciding.

Explore proposals
GROWTH STRATEGY / SAMPLE SCOPE
Discovery WorkshopUnderstand goals and constraints
Strategy RoadmapPriorities and recommended direction
Advisory SessionsThree working sessions
Engagement title · Scope · Services · Pricing · Terms · Total
02 / Clarity before kickoff

Make the engagement clear before the work begins.

Give the client a concise view of what is included, how payment begins and the proposed timing.

ILLUSTRATIVE ENGAGEMENT TERMS
ScopeThree advisory sessions and one strategy roadmap
PaymentDeposit before kickoff
TimelineSchedule to be agreed with the client
Example terms for illustration only.
03 / Client decision

Give the client a clear decision.

Clients can review, accept or request a change. The decision stays tied to the engagement proposal.

Explore client approval
CLIENT REVIEW / ILLUSTRATIVE

Growth Strategy Advisory

ReviewAcceptRequest changes
“Can we add one executive review session?”
A clear request before acceptance.
04 / Signature

Move from agreement to commitment.

Once the client accepts the proposal, carry the agreed engagement into an electronic signature step.

Explore e-signatures
ENGAGEMENT PROGRESSION
  1. 01ViewedOffer opened
  2. 02AcceptedScope approved
  3. 03SignedAgreement signed
05 / Invoice and deposit

Move the engagement into billing.

Take the signed engagement into an invoice or deposit request with a clear amount due.

Explore invoicing
SAMPLE ENGAGEMENT / ILLUSTRATIVE
Engagement total$5,000
Deposit requested$1,250
Remaining$3,750
Signed → Deposit requested → Invoice
06 / Payment

Keep the payment connected to the engagement.

See the payment state and the balance still due after the deposit is paid.

Explore payments
PAYMENT STATUS / ILLUSTRATIVE
Deposit paid$1,250
Remaining$3,750
Status: Partially paid
The connected journey

One connected path from expertise to payment.

Keep the commercial steps clear from the first proposal through the final payment.

  1. 01Client
  2. 02Proposal
  3. 03Review
  4. 04Accept
  5. 05Sign
  6. 06Invoice
  7. 07Payment
Built for a focused job

Focused on winning and billing the engagement.

DETUPAZO focuses on the commercial client journey from proposal through payment.

Keep your practice tools.

DETUPAZO does not replace knowledge management, project management, time tracking, utilization tracking, resource planning, accounting, tax software, meeting scheduling, document storage or enterprise CRM.

Questions

Answers for consulting work.

Where the proposal-to-payment workflow fits your practice.

Is DETUPAZO suitable for independent consultants?

Yes. Independent consultants can use it to present an engagement, get client approval and move from signature to payment.

Can I include multiple services in one engagement proposal?

Yes. List the services, scope, pricing and terms together so the client can understand the offer and total.

Can a client request changes?

A client can request changes during proposal review. You can revise the offer before it is accepted.

Can I request a deposit?

You can request a deposit through the invoicing step after the engagement is agreed and signed.

Can I track the remaining balance?

The payment view can show the deposit paid, payment status and the amount that remains.

Does DETUPAZO replace consulting project-management software?

No. DETUPAZO focuses on the commercial journey from proposal through payment, not the delivery of the consulting work.

Your next engagement

Turn your next conversation into a clear engagement.

Give clients one connected path from scope and pricing to approval, signature, invoice and payment.