SOLUTIONS · MANAGEMENT CONSULTANTS
A Sales System for Management Consulting Engagements
Management consulting deals move through multiple stakeholders, scoping conversations, and detailed proposals before anything gets signed. Starward keeps every opportunity, proposal, and referral relationship moving without depending on memory.
Built for Multi-Stakeholder, Project-Based Selling
Multi-Stakeholder Deals Stay Organized
Every contact on the buying committee is tracked on the same opportunity, with activity history everyone on your team can see.
Every Proposal Followed Up, Every Time
Scoping documents and proposals get a defined follow-up cadence instead of going quiet after they’re sent.
Clean Handoff Into Engagement Kickoff
A signed engagement automatically starts onboarding and kickoff scheduling, with sales context carried over intact.
Referral Sources Stay Warm
The partners, PE firms, and executives who send referrals get ongoing nurture touches, not silence between introductions.
One System From First Conversation to Repeat Business
Business Development
- New Lead
- Contacted
- Qualified
- Discovery Booked
- Discovery Complete
- Proposal
- Decision
- Won
- Nurture
Client Delivery
- New Client
- Onboarding
- Kickoff
- In Delivery
- Review
- Complete
- Expansion
Relationships & Referrals
- New Relationship
- Connected
- Partner
- Referral
- Active Partner
- Nurture
Start With the System. Add Control and Scale When You Need It.
Done For You
Core — $97/mo
The operating system is installed and runs for you.
Take Control · Most Popular
Core Plus — $197/mo
Unlock hands-on automation, marketing, and payment controls.
Full Platform
Team — $297/mo
Unlock the complete Starward toolset for growing teams.
Unlimited
Firm — $497/mo
Everything in Team with no user or contact ceiling.
Frequently Asked Questions
Is Starward another CRM I have to build myself?
No. Starward ships with the pipelines, follow-up, reminders, and handoffs already built and running — you’re not starting from a blank CRM.
Who is Starward designed for?
Independent advisors and small consulting or advisory firms that generate leads through referrals, LinkedIn, and events but don’t have a system turning those leads into booked calls and signed clients.
Does Core include automation?
Yes. Every prebuilt automation runs on Core. You simply don’t have self-serve access to the workflow builder until Core Plus.
Can I build my own automations?
Yes, starting on Core Plus, which unlocks full access to the Campaigns, Triggers, and Workflows builder.
Can I import existing contacts?
Yes. We send you our import template during onboarding. You export your contacts from wherever they live now — CSV or Excel, either is fine — and map them into that template, including a column for tags. We upload it from there. Mapping into a known format is what stops an import turning into duplicated or unusable records. Imported contacts count toward your plan’s contact limit, so it is worth checking the numbers below before migrating a large list.
Will my contacts be organised, or just dumped in?
Organised, because you decide the segments. Our import template has a tag column — you fill in the groupings that actually matter to your firm, and we load them so those tags are live from the first day. That is what makes it possible to mail a defined segment straight away instead of sorting a flat list for months.
Can multiple consultants use the system?
Yes. Every plan includes both user seats and a contact limit: 2 users and 2,000 contacts on Core, 5 users and 5,000 contacts on Core Plus, 10 users and 10,000 contacts on Team, and unlimited users and contacts on Firm.
Does Starward connect to my current website?
Yes, forms and lead capture can connect to your existing site, or you can build directly on Starward’s included Sites tools.
Can I keep my calendar?
Yes, Starward’s calendar and scheduling tools are included on every plan.
What happens after a proposal is sent?
Starward automatically starts a defined follow-up sequence so no proposal goes quiet without a next step.
What happens after a prospect becomes a client?
The opportunity is marked Won, the client record updates, the delivery pipeline starts, the owner is notified, and onboarding/kickoff scheduling begins automatically.
Can Starward manage referral partners?
Yes, the Relationships & Referrals pipeline tracks partners from first relationship through active referral and ongoing nurture.
How long does setup take?
Setup is done-for-you and typically takes about two weeks from the point we have the inputs, access and approvals we need from you.
What does setup include?
Mapping how leads, meetings, proposals, clients, and referral partners currently move through your firm, then configuring the prebuilt pipelines, follow-up, reminders, routing, and handoffs to match.
How does billing work?
Monthly subscription billing through the live Starward checkout, with tiers based on user seats and contact volume.
Can I connect Claude or another AI assistant to my account?
Yes, on every plan. Starward Edge speaks the Model Context Protocol, so Claude can work against your real account — contacts, conversations, opportunities, calendars, invoices and more — with the scopes you approve. See the Claude connection for setup and the full list of what it can reach.
Where do clients log in?
Stop Managing Follow-Up in Your Head
Put every lead, discovery call, proposal, client handoff, and referral relationship into a system that knows what happens next.