Remote advisory sessions, wherever your business is based

Cresthaven Consulting

Book a consultant, agree the plan, and leave every session with written next steps.

  • One-to-one sessions
  • Written action plans
  • Client app included

What working with us actually involves

Sessions you book yourself

Pick a time with your assigned consultant in the client app. Move it or add one when something urgent lands — no email chain to get there.

Business goals you can track

The plan becomes dated milestones you can see between sessions, so progress is a list you tick rather than a feeling.

Financial and strategic questions, together

Cash flow, pricing, hiring, whether to take the bigger contract — worked through with someone who has sat with the same decision before.

A direct line to your consultant

Message the person you actually met between sessions. No shared inbox, no ticket number, no re-explaining the business.

Notes and an action plan every time

Each session is written up: what was decided, who does what, by when. It is all kept in one place you can go back to.

Ways to work with a consultant

Start with one session or set up an engagement — both begin with the same introductory call.

Single advisory session

One focused hour on one decision you need to make this month.

  • 60 minutes one-to-one with your consultant
  • A short brief you complete beforehand
  • Written summary and next steps
  • Notes stored in your client app
Most requested

90-day planning engagement

A diagnostic, a plan with dates on it, and the reviews that keep it moving.

  • Opening review of the business as it stands
  • Written 90-day plan with dated milestones
  • Fortnightly review sessions
  • Goal tracking and messaging in the app

Ongoing advisory retainer

A standing seat at the table for owners who want a second opinion on tap.

  • A monthly session in the diary
  • Direct messaging between sessions
  • Quarterly strategy review
  • Summary documents you can share with your bank or board

Scope and fees are agreed in writing after that first conversation. Nothing starts before you approve it.

From first message to first plan

  1. Send the enquiry

    Tell us what the business does and the decision sitting in front of you. A few lines is enough.

  2. Introductory call

    We match you with a consultant who knows your situation, talk through scope, and put it in writing before anything is booked.

  3. First session

    A full review of where the business stands, the two or three priorities that matter, and a plan with dates attached.

  4. Between sessions

    Track the milestones, message your consultant when something changes, and re-read the notes from every session in your client app.

What clients say about the sessions

★★★★★
I came in with one pricing question and left with a plan for the whole quarter. The written summary meant I could brief my two staff the same week.
Nadia
★★★★★
Same consultant every session, so I never had to explain the business twice. Being able to message him between sessions is the part I use most.
Tom
★★★★☆
The 90-day milestones are what changed things — seeing the dates in the app stopped me putting the difficult tasks off.
Priya

Request a consultation

Send a short note about your business and we will arrange an introductory call.

  • Your enquiry goes to a consultant, not a call centre.
  • We reply with a couple of times for an introductory call.
  • That first conversation sets scope — nothing is charged before you have it in writing.