Run your operating cadence with your advisor
Engage — Run the Operating Cadence in One Connected Workspace
Engage owns the strategic substrate of the operating cadence — the Profit Shapers Value Plan, including its Annual Direction outcomes and targets; the long- and short-term Blockers & Decisions list; the Leadership Standard leadership rhythm; and the company's core values — and reads the operating data live during advisor sessions. Advisors assess, facilitate, challenge, teach, recommend, and support; client leadership retains judgment, decisions, ownership, and accountability.
The Problem
Most operating cadences run across spreadsheets, slide decks, and meeting notes
The Value Plan in one document, Quarterly Initiatives in another, KPIs in a third, the blockers in someone's head, and the advisor working from a separate set of files. By the next quarter, nobody can trace which strategic decision came from which conversation. Engage runs the cadence in one workspace — the Profit Shapers Value Plan and its Annual Direction outcomes, Quarterly Initiatives, KPI reviews, leadership rhythm, core values, and advisor sessions all connected — and the advisor and the client see the same data, with the same definitions, in real time.
Who It's For
Built for the people who use it every day
Advisory firms running structured engagements with client organizations
Mid-market companies committing to a structured operating cadence
CEOs, leadership teams, and 2ICs running the annual / quarterly / weekly rhythm
Advisors who want to open a session with current context, not a recap
Key Capabilities
What Engage does
Profit Shapers Value Plan, Annual Direction outcomes, and targets
The living company-level source of truth, including its current-year Annual Direction outcomes, goals, and targets that Quarterly Initiatives anchor to.
Blockers & Decisions
Long- and short-term blockers across strategic, tactical, and people categories — feeding candidate Quarterly Initiatives into the next planning cycle.
Meetings that follow up on themselves
Every attendee follows a live, mirrored agenda during the meeting — including guests who don't have accounts — and automatic recap emails go out afterward, with a per-user daily digest keeping everyone current between meetings.
Executive Brief PDF
A polished, client-branded briefing document — rendered in the organization's own terminology, carrying the advisory firm's logo and colors — ready for a board pack or a leadership pre-read.
Core values and the Leadership Standard
The company's core values and its Leadership Standard are authored here as first-class entities — read by the rest of the ecosystem, and unlocking the talent grid in ClientHub — rather than living in a slide deck nobody opens.
From the whiteboard into the Value Plan
Capture a photo of the session whiteboard and bring its content into the structured Value Plan — so what the room produced doesn't die on the wall.
Advisor session workflow
The engagement workflow advisors use to facilitate the cadence with the client — with read access to Quarterly Initiatives, KPI Sets, talent, contacts, and the financials they've been granted access to, for in-session context. Client leadership retains the decisions and ownership.
Use Cases
How leadership teams put Engage to work
- 1
An advisor and a CEO start the year with Value Plan planning in Engage; Quarterly Initiatives selected in QIM (Quarterly Initiatives Manager) next week anchor to the Annual Direction outcomes automatically
- 2
The leadership team runs their Weekly Team Meeting inside Engage — Quarterly Initiatives status, KPI review, leadership rhythm, and the Blockers & Decisions list all on one screen, no slide deck
- 3
A strategic blocker surfaces mid-quarter; it's captured in the Blockers & Decisions list and next quarter's planning session picks it up as a candidate Quarterly Initiative
- 4
An advisor opens an upcoming session; Engage surfaces the client's current Quarterly Initiatives, KPI movement since last session, leadership rhythm, and any new blockers
Part of the ProfitShapers Ecosystem
Engage works even better with the rest of the platform
Every app in the ProfitShapers ecosystem is built to work together — one login, one subscription, one source of truth for the entire engagement.
Why we built it this way
Engage isn't a standalone tool — it's one purpose-built app in a connected ecosystem, all reading from a single source of truth. Read the philosophy behind the ecosystem and how Engage strengthens your direction & strategic clarity.
BizVal
The enterprise value baseline — and the proof your work grew it
BizVal benchmarks enterprise value against same-industry peers, scores the Value Drivers underneath the multiple, and surfaces the gaps holding the number back. Gaps become candidate Quarterly Initiatives. Re-benchmarking becomes the proof.
TheFORGE
Forge your next generation of high-capacity leaders
Build the bench before you need it. TheFORGE develops emerging leaders through structured challenges — not courses — deepening decision-making, sharpening accountability, and preparing your successor. Nurture the talent already in your organization, level up how your team thinks, and build the kind of leadership depth that gets you there faster.
Scout
Run your advisory pipeline end-to-end
The advisor's pipeline tool for new advisory engagements. When a prospect converts, one action promotes them into ClientHub as a real client contact — no re-keying, no broken handoff.
Ready to put Engage to work?
Start your 30-day free trial — no credit card required, full access to Engage and the rest of the ProfitShapers ecosystem.
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