BEI Executive Advisor Partnership

Strengthen Every Client Engagement
with Enterprise Intelligence

BEI is an exclusive enterprise partnership for management consultancies, advisory firms, transformation consultancies, strategy consultancies, fractional executive businesses and independent consulting networks. It helps advisory teams identify the constraint that matters most, quantify its commercial impact, and track resolution over time.

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~£384K
Managed client ARR — mature 3-year portfolio
£8,000/mo
Year 5 recurring revenue share, per the model
160+
Data points per Executive Constraint Assessment
Illustrative figures based on the modelled portfolio examples below — not a guarantee of earnings.
BEI Executive Partner
For Advisory & Consultancy Firms

Enterprise intelligence for the advisory engagement

BEI helps advisory teams deliver stronger client conversations, faster diagnostics and clearer executive recommendations.

The consultancy remains the trusted advisor. BEI provides the intelligence layer beneath the engagement.

Advisory firms can create Executive Business Twins using existing client data, existing benchmark datasets, existing methodologies and BEI's verified benchmark intelligence.

Better client engagements
Executive Constraint Assessments, Executive Business Twins and faster diagnostics create a stronger starting point for executive conversations.
Advisors can move from broad observations to evidence-based recommendations much earlier in the engagement.
Better client outcomes
The platform helps identify the primary constraint, quantify the commercial impact and prioritise the interventions that matter most.
It also supports execution tracking so the advisory team can validate whether the constraint has genuinely been resolved.
Better competitive advantage
BEI enhances existing benchmark data rather than replacing it. Existing methodologies and proprietary datasets remain central to the engagement.
That creates a deeper and more accurate view of the client organisation than either data source could provide alone.
Better commercial growth
The partnership creates a stronger foundation for long-term client value and deeper platform participation.
It is a strategic alliance designed to strengthen advisory delivery at enterprise level.
Your Primary Engagement Tool

One assessment. A new executive conversation with every client relationship.

Commercial Opportunity

A strategic relationship with commercial upside

The partnership is structured around platform participation, advisory-led client value and long-term alliance potential. It is intended to be commercially meaningful without becoming transactional at the front door.

MONTHLY REVENUE SHARE — Y5
£8,000/mo
ACTIVE CLIENTS
40
PORTFOLIO ARR
£960,000
8£1,600Y116£3,200Y224£4,800Y332£6,400Y440£8,000Y5
Illustrative model: introducing 2 Growth-tier clients per quarter (8 new clients/year, average package Growth at £999.99/mo), with no churn. The connected line traces monthly revenue share momentum; the number above each point is active client count. Hover or tap a year to see the detail.
Commercial Model

Commercial participation tied to real advisory value

The partnership is structured around active client deployment, platform participation and long-term strategic value. It is designed to support the advisory firm as it grows its enterprise client base.

PACKAGE
CLIENT SUBSCRIPTION
MONTHLY REVENUE SHARE
ANNUAL REVENUE SHARE
Starter
£499/mo
£99.80/mo
£1,197.60/yr
Growth
£999.99/mo
£200.00/mo
£2,400.00/yr
Scale
£1,499.99/mo
£300.00/mo
£3,600.00/yr
Enterprise
£1,999.99/mo
£400.00/mo
£4,800.00/yr
A Mature Portfolio

What managing ~£384K in ARR actually looks like

Clients don't always stay on the same tier — many expand into Scale or Enterprise accounts. Here's an illustrative portfolio after three years, mixing all four packages.

PACKAGE
CLIENTS
MONTHLY SHARE
Starter
10
£998
Growth
10
£2,000
Scale
6
£1,800
Enterprise
4
£1,600
30
Total Portfolio Clients
£6,398
Recurring Monthly Income
£76,776
Annual Revenue Share
~£384K
Managed Client ARR
PLATFORM PARTICIPATION
Advisory firms can influence the evolution of the platform through real client deployment and operational feedback.
Early access, validation and strategic collaboration create a more durable partnership than a simple referral arrangement.
CLIENT VALUE
The stronger the advisory engagement, the more meaningful the longer-term commercial relationship becomes.
Strategic
not transactional
The Role

An enterprise intelligence capability for advisory teams

Advisory teams engage senior leaders, identify the constraint limiting performance, and position BEI as an intelligence layer beneath the engagement. The consultancy remains the trusted advisor throughout.

WHO YOU'LL ENGAGE
Chief Executive Officers
Chief Operating Officers
Chief Financial Officers
Chief Technology Officers
Managing Directors
Business Owners
YOUR EXECUTIVE ENGAGEMENT STACK
HubSpot CRM
Manages your complete pipeline, records every interaction, tracks opportunities and gives full visibility of account progression.
LinkedIn
Research organisations, build relationships with senior decision-makers and establish credibility before engagement.
Apollo.io
Identify verified executive contacts — CEOs, COOs, CFOs, CTOs and Managing Directors — before you ever make contact.
Professional BEI Email
Integrated with HubSpot to manage personalised outreach, email tracking and meeting scheduling.
Zoho Voice (Browser Dialler)
Outbound executive calls directly from your laptop, wherever you are working from.
Business Twin Platform
BEI's proprietary Executive Constraint Assessment — analysing 160+ business data points across 46 operational, commercial and strategic constraints.
Executive Constraint Assessment
A structured diagnostic that helps advisory teams open an executive conversation around the primary constraint and the commercial impact of resolving it.
Business Twin deployment
The advisory team can review the findings, tailor the recommendations and use the Executive Business Twin as an evolving decision-making view for the client.
Performance & Partnership

A partnership built around measurable advisory value

BEI is designed to support advisory delivery with a clear operating model, shared intelligence and a durable path to client impact.

Executive relationships established
Executive Constraint Assessments booked
Discovery & Business Execution Meetings completed
New client engagements secured
Existing account growth
Recurring revenue generated
Long-term client value
Executive Advisor Partnership

If you need this capability inside your consultancy, the conversation starts here.

BEI is not another software partner. It is an intelligence layer for advisory firms that want to deliver more value to their clients and operate with greater clarity at executive level.

Your details will be sent directly to our team at enterprise@officialbei.com.