Every agency, its own environment.

One login for your team. A portfolio underneath it for every client you serve. Set it up once. Bring clients in one by one. Everything carries your brand, not ours.

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The Kiltr dashboard: what needs doing across five engagements, ranked most urgent first, with Kai's morning whisper at the top

The client engagement.

Refined since 2009. Pick a stage to see what your strategist sees

Priced before the first meeting.

The proposal comes straight from the Strategic Marketing Assessment's fixed scope and fee. Your client sees the stages, what each delivers and the price. Send it from the Platform and track the reply.

  • Fixed scope, fixed fee
  • Preview as the client sees it
  • One click to accept and open the Briefing
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The Proposal stage in Kiltr: status moving from Not started to Accepted, client information and the Build the proposal button

The first conversation, captured.

One-to-one with the senior leader. Guided questions in five phases, written by practitioners who have run hundreds of them. Gaps in the answers are fine. They often tell you the most.

  • Objectives, first milestone and commercial context
  • The respondent list carries straight into the Kiltr Index
  • Saves as you listen
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The Business Briefing stage in Kiltr: what the session is for, who conducted it and the client library where notes and transcripts are pasted in

Same questions. multiple views. See the strategy gap.

Client leadership team each get a personal link to 45 questions across the nine strategic pillars. The platform sends the reminders. When the answers are in, one radar shows where the multiple views split, scored by pillar and ranked. Open a pillar to see the exact questions behind the gap.

  • Four question streams, micro to corporate
  • Every gap rated aligned, moderate or wide
  • Export the strategy gap analysis under your brand
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Benchmark Alignment in Kiltr: the C-Suite and Marketing polygons on one radar, with the gap by pillar ranked beside it and Position at plus 40 points

In the room, a deck and the strategy gap available to see.

Leadership and marketing see the same picture, often for the first time. The deck builds itself from the answers and follows the room slide by slide.

  • Agenda and slides from the practitioner method
  • Present full screen with arrow keys
  • Every answer captured for the report
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A slide from the Facilitated Session deck in present mode: where marketing sits in the business planning process, on the agency's brand

A strategic plan the boardroom can act on.

Your strategist picks the must-dos, tags each pillar now, next or later and writes the reason. The report builds itself: pillar by pillar, on your brand.

  • The reasoning sits on the page
  • Present mode for the room
  • PDF export for follow up
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The Recommendations Builder in Kiltr: the six-month roadmap with each promoted recommendation tagged NOW or NEXT, its pillar and the strategist's own reasoning

Do the work. Then prove it moved.

Execution of priorities. Six months on, the re-index asks the same questions and shows the movement by pillar. A score that moves the needle forwards is a retainer conversation nobody has to invent.

  • The next action always at the top
  • Baseline to current, pillar by pillar
  • The proof that opens and wins the next engagement
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Every screen teaches the method.

Hover over any term and the platform explains it. Screens tell you what to do next. Charts explain themselves.

Your whole practice on one screen.

The dashboard is your client portfolio. Every engagement, its stage, its gap and what's due next. Kai, our AI agent, sits at the top and tells you who needs attention first. It does the reading and drafting. The thinking stays with your strategist.

Meet Kai
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The Kiltr dashboard: nine things worth doing today across five engagements, each with the client, the reason and the action that opens it

Knowledge that stays inside your walls.

Every question and answer lives in the client's file and builds your agency's library. Identifying client data never leaves your agency.

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The Knowledge page in Kiltr: saved questions and answers filed against the client, with the notice that client knowledge stays within the agency

Your brand on the report. Kiltr behind it.

You choose how visible Kiltr is in client work: discreet, standard or co-branded. Your agency is the author. Kiltr is the instrument.

See the recommendations report
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The Reports page in Kiltr: the Kiltr attribution dial set to Standard, and the Recommendations Report cover under the agency's own logo

Six elements carry the process.

They mean the same thing on every screen, in every report and in every learning.

Kiltr Index

45 questions across the nine pillars. Answered by a client's leadership and marketing team.

Strategic Marketing Assessment

The Strategic Marketing Assessment. Three stages, fixed scope, fixed fee. The same shape every time.

Nine pillars

The nine strategy areas the process measures, from position to client service. Always in the same order.

Strategy gap

The distance in points between how leadership and marketing see and score each pillar.

Facilitated session

Where leadership and marketing see the same picture and decide what matters first.

Recommendations report

Pillar by pillar. Every recommendation marked now, next or later. On your brand.

See a whole engagement in 30 minutes.

Book an insight session. We run the Kiltr Index with you, then show you what a Strategic Marketing Assessment could look like for your clients.