Frequently Asked Questions about the upBOARD Consultant Network

Can I sell solutions directly to my clients?

Yes. You can turn your existing tools and methodologies into digital online apps and processes that you can sell to your clients. You continue managing all aspects of your client relationships and directly bill your clients as part of your projects for their use of your tools within upBOARD. You create a private, secure team in your own account for each client and simply pay upBOARD’s standard monthly per-user pricing for any additional users beyond your free five-user license.

Can you help me turn my consulting tools and templates into digital apps and processes?

Yes. For a limited time for qualifying partners with large clients, we will help you build your apps at no cost. We can also help you digitize your tools and templates for a nominal fee, or you can create your apps and processes yourself with our guidance.

Can you help me sell custom solutions to my clients?

For larger clients, we can work with you to build a prototype to help sell a custom solution as part of an existing project or potential future project. Our solutions can help differentiate your consulting offering and secure new client business.

What resources do you provide to your consulting network partners?

We are building out our network now which includes monthly webinars to provide updates, training, early access to our latest apps and processes, configuration support, and networking with other consultants.

How do I get started?

Complete the consulting partner application below and we will contact to discuss the best options for moving forward.


upBOARD’s Consultant Network program includes consulting firms and agencies working with a variety of external client organizations. Apply to join our network to elevate your engagements and become part of a community focused on creating the future of consulting.

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