Agency & Services
Consultants
Productized engagements and outcome tracking.
Package consulting offers, automate intake and discovery, and track engagement outcomes per client.
Operational pain points we solve
Productizing engagements
Scheduling and intake friction
Outcome tracking
The operating ecosystem
Everything consultants need, preconfigured.
ROSSNEXUS.io ships with the modules below already wired together — buy and run.
Pipelines
Stage-by-stage routing tailored to this industry.
- Lead
- Discovery
- Engagement
- Delivery
- Renewal
Client Onboarding
Branded intake and activation workflows.
- Intake questionnaire
- Scheduling
- Engagement letter
- Kickoff
Staffing
Roles configured for the way this industry operates.
- Lead Consultant
- Analyst
- PM
Automations
Pre-wired triggers and journeys.
- Booking flows
- Engagement renewals
- Milestone reporting
Billing
Revenue models supported out of the box.
- Fixed-fee packages
- Hourly
- Monthly retainers
Support
Ticket categories and SLA-ready queues.
- Question intake
- Scheduling
- Deliverable feedback
Compliance
Frameworks, retention, and audit-friendly logs.
- Confidentiality
- Data retention
- Engagement scope
Role-Based Permissions
Personas the platform ships with.
- Admin
- Consultant
- Analyst
- Client
Workforce
W2 employees and 1099 contractors — handled separately, properly.
W-2 Employees
Full employee onboarding
- · I-9 / W-4 collection and policy acknowledgments
- · Role-based portal access and reporting hierarchy
- · Department, manager, and training assignment
- · Payroll-profile readiness (future payroll integrations)
1099 Contractors
Contractor lifecycle, agreements, payouts
- · W-9 collection, agreement e-sign, insurance tracking
- · Engagement-based permissions and time windows
- · Per-project or commission payout readiness
- · Compliance credentials with expiration alerts
This industry typically uses both W-2 and 1099 workers.
ROSSNEXUS.io — The Future Is Almost Here
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