For advisors · client dashboard · shared task boards
PushStartGo gives your small business clients an honest plan, a task board, and their compliance deadlines in one place. You see how each one is doing, help with the work they share with you, and spend your meetings on the decisions only you can help with.
Press start → your client dashboard
Run a business yourself? Start here instead →
Advisor Free is $0 for up to two clients.
See what you get ↓How it helps you advise
Your clients work in PushStartGo between meetings. You get one view of all of them, and the tools to help without chasing updates by email.
One dashboard for every client
Business health, overdue tasks, and upcoming compliance deadlines across all your clients, side by side.
Homework between meetings
Clients build their plan, work through the Founder Workbook, and keep a task board, so you start each meeting from where they actually are.
Tasks and compliance together
Add and update tasks and compliance items with clients who give you collaborate access. They choose the level.
A team thread per client
Message each client and their team in one place, next to the work you're talking about.
Recommend the next step
Point a client to a guide, a calculator, or a Founder Workbook step, and it shows up for them with a link.
Plain-English guides for clients
Lessons, free calculators, and official state registration and licensing links you can send instead of explaining from scratch.
How it works
Invite a client by email, or accept a request from an owner who found you in Find an advisor. Clients start free.
They choose view or collaborate, and they can change or end it anytime. You never see their CRM, and you can't delete their data.
Plan, reality check, Workbook, task board. You watch progress, recommend the next guide or tool, and answer in the team thread.
Open the dashboard, see what's overdue and what's due, and use the meeting for the judgment calls only you can help with.
8:52 AM
Your first meeting is at nine. You already know what's overdue.
You didn't spend last night digging through email to get there. Their task board, Workbook progress, and compliance deadlines were already on your dashboard. So the hour goes to advice. The pricing question they've been circling, the hire they keep putting off, the filing that's due next month.
Trust, built in
Each client chooses view or collaborate access and can change or end it at any time. View covers their plan, tasks, compliance deadlines, and Workbook progress. Collaborate adds working on tasks and compliance with them.
Advisors never get a client's CRM, and nothing an advisor does can delete a client's data. When you view or change something in a client's business, it's logged. The business stays theirs.
Grow your practice
Every advisor gets a profile. Owners on PushStartGo looking for help can find you, read about how you work, and send a request.
A public profile
Your firm, specialties, the states you serve, and whether you're taking new clients.
Listed in Find an advisor→
Owners browse the directory and send you a request. You decide whether to accept.
Share what you know
Publish articles on the questions your clients ask most, under your name.
Ratings from real clients
Clients you work with can rate and recommend you, so your profile reflects the work you've done.
Referral credit
Get a free month for each client you refer who becomes a paying customer.
A lower price as clients upgrade
10% off your plan for each paying client, up to 50% off.
Who it's for
If part of your work is helping owners make decisions and follow through on them, PushStartGo keeps your clients moving between conversations.
What it costs
Every advisor plan includes the client dashboard, your profile and directory listing, a team thread per client, and recommendations. Plans differ by how many clients you work with. Your clients start free and choose their own plans.
Advisor Free
$0
Up to 2 clients.
Advisor
$39/mo
Up to 10 clients.
Advisor Plus
$99/mo
Up to 50 clients.
Your price drops as your clients grow: 10% off your plan for each client on a paid plan, up to 50% off.
You also get a free month for each client you refer who becomes a paying customer.
Questions
Before your next meeting
Start as an advisor, invite a client by email, and see their plan and task board on your dashboard before you meet again.
Press start → your client dashboard
ADVISOR FREE · UP TO TWO CLIENTS · $0