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 annual plan and targets, the long- and short-term issues list, The Bar leadership pulse, and the company's core values — and reads the operating data live during advisor sessions. Most "advisor tools" are calendar plus notes apps. Engage is the cockpit.
The Problem
Most operating cadences run across spreadsheets, slide decks, and meeting notes
Annual plan in one document, Rocks in another, KPIs in a third, the issues list 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 — annual plan, quarterly Rocks, weekly KPIs, leadership pulse, 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
Annual Growth Plan, goals, and targets
The year's strategic plan — the Annual Growth Plan — with annual goals and targets that quarterly Rocks anchor to.
Issues list
Long- and short-term issues across strategic, tactical, and people categories — feeding candidate Rocks 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 Bar
The company's core values and its leadership-set Bar 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 plan
Capture a photo of the session whiteboard and bring its content into the structured plan — so what the room produced doesn't die on the wall.
Advisor session workflow
The engagement workflow advisors use to run their cadence with the client — with read access to Rocks, KPIs, talent, contacts, and the financials they've been granted access to, for in-session context.
Use Cases
How leadership teams put Engage to work
- 1
An advisor and a CEO start the year with annual planning in Engage; quarterly Rocks set in Rock Manager next week anchor to those targets automatically
- 2
The leadership team runs their weekly huddle inside Engage — Rocks status, KPI check-ins, leadership pulse, and the issues list all on one screen, no slide deck
- 3
A strategic issue surfaces mid-quarter; it's captured in the issues list and next quarter's planning session picks it up as a candidate Rock
- 4
An advisor opens an upcoming session; Engage surfaces the client's current Rocks, KPI movement since last session, leadership pulse, and any new issues
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 builds your Purpose capital.
ClientHub
One platform for your entire growth ecosystem
One identity, one bill, one source of truth for the org. Every app in the ecosystem signs in here, reads from here, and stays in sync — no reconciliation work.
Rock Manager
Quarterly Rocks that move enterprise value
Quarterly Rocks anchored to the annual plan and to the company's value drivers — so quarterly work always traces back to what makes the business worth more.
Scoreboards
KPI scoreboards for every team, every leader
Score weekly against KPI definitions designed in Seat Optimizer — so the numbers each team tracks are the numbers their seat actually exists to move, never invented in a vacuum.
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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