Manage Client Relationships That Drive Referrals
Scale your practice without losing the personal touch
Consultants and advisors need to track client engagements, project details, and relationship history. Keep proposals, follow-ups, and client cadence organized so nothing falls through the cracks.
Challenges You Face
Sound familiar? You're not alone.
Juggling multiple client engagements without losing context
Forgetting important client details that build trust and credibility
Missing opportunities to upsell or cross-sell because you're disorganized
Can't easily identify past clients for similar future projects
Losing referral opportunities from satisfied clients
Relying on memory for complex, long-term client relationships
Bishop solves all of these—systematically
How Bishop Helps Consultants Excel
Bishop handles the jobs that matter most
Track Engagement History
Maintain detailed records of every client engagement—what you delivered, when, outcomes achieved, and satisfaction level. Reference easily when scoping new work.
Remember What Matters
Store personal details, business context, and relationship notes that help you deliver personalized value and build long-term client partnerships.
Manage Client Cadence
Set smart reminders for quarterly check-ins, annual reviews, and strategic follow-ups. Stay top-of-mind without feeling pushy.
Build Your Referral Network
Track satisfied clients, note who they're connected to, and systematically ask for referrals at the right moments in your relationship.
What You'll Achieve
Here's what changes when you use Bishop
Win more repeat engagements through systematic relationship nurturing
Build a steady referral pipeline from satisfied clients
Deliver more personalized consulting by remembering client context
Scale your practice while maintaining the boutique feel clients love
Identify upsell and cross-sell opportunities systematically
Project the professionalism that justifies premium rates
Ready to Transform Your Consultants Relationships?
Join 1,000+ professionals who've stopped losing opportunities to disorganization. Start building better relationships today.
Perfect for...
Tracking client engagement history and outcomes
Managing quarterly check-ins with past and current clients
Coordinating referral requests from satisfied clients