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For your move from enterprise to independent practice.

The Corporate Framework You Left Behind. Built for a Team of One.

Excelsius is a strategy-first operating system for independent consultants, fractional executives, and solo practitioners transitioning out of enterprise careers. We handle operational fragmentation so you can deliver your expertise—with an integrated client acquisition CRM launching for our next cohort on October 26, 2026.

Live now: strategy-first execution and operational workflows. CRM expansion: built and entering live testing; not yet available.

Join the next cohort to put strategy and operational workflows to work today. Subscribe now to lock in early pricing before the CRM expansion opens more widely.

Start with a free trial. No card required. Early pricing is secured when you subscribe.

Connects to
NotionGoogle CalendarGmailStripe
How it works
  1. Your business details can shape a first Strategic Review during setup.
  2. The team checks for work throughout the week.
  3. Decisions that need your judgment come to you.

14 days free · no card · from $39/month

Who it's for

Four editions for independent professionals.

Excelsius supports both the business you run and the work you do for clients.

Illustrative photograph: four people around a laptop and printed reports; one person stands while another points toward the screen.
Edition

Fractional Executive

For fractional and advisory executives coordinating work across several client engagements.

  • Separate client workspaces — Each client has a separate workspace and scoped agent context, with automated checks for cross-client access.
  • The engagement watch — On the workspace’s selected scan cadence, the watch reads your engagement records and hours log for upcoming renewals, time against scope, and quiet-account signals.
  • Pre-meeting client brief — When a connected project calendar flags an upcoming meeting, the Chief of Staff can draft a brief from available client workspace context.
See the Fractional Executive edition →
Illustrative photograph: two people talking on a sofa, with a notebook, pen, and laptop.
Edition

Coach / Consultant

For coaches, consultants, and program leaders coordinating client or cohort work.

  • Scope & hours watch — Watches recorded hours against contracted scope and can prepare a scope conversation when they stay above the review threshold.
  • Bookings land themselves — Routed Calendly bookings file program sessions with invitee details and can create a membership record when an email is present; the connection is read-only and cannot create, move, or cancel bookings.
  • Monthly client report — A closed month can produce a report from eligible engagement records you maintain; review it before anything is sent to a client.
See the Coach / Consultant edition →
Illustrative photograph: a person wearing a headset and holding a printed report with a chart.
Edition

Agency / Productized

For service businesses managing recurring client work, proposals, and reporting.

  • Proposal to signature — After you approve a proposal, you can send the approved version through the practice’s PandaDoc account; the returned status is recorded on the proposal.
  • Quiet-account watch — The watch can raise an observation when an engagement has no recorded client touch for three weeks.
  • Per-client margin — A closed month files one deterministic document of invoicing inputs per eligible engagement. Margin is shown only when its register includes Monthly Value and your entered Cost Rate.
See the Agency / Productized edition →
Illustrative photograph: a person seated at a recording desk with a microphone.
Edition

Creator

For creators whose business depends on regular content and audience relationships.

  • Content drafts for review — Excelsius prepares marketing content for review from relevant business information, audience direction, and source material.
  • Typefully scheduling — Not available yet.
See the Creator edition →
Your team, with authority
Execution

Explore the illustrated workflow.

Workflows

An example in Workflows

  • Stages and read counts shown in the recorded example.
  • A document and its filing receipt shown in the example.
  • An approval boundary shown in the example.
Illustrative Strategic Review from the fictional Mobility Practice.
Strategic Reviews

An example Strategic Review

  • Measurements and open questions shown in this sample.
  • A sample document for inspection.
  • A page shown in the example workspace.
Illustrative Results view from the fictional Mobility Practice.
Results

An example in Results

  • A target, its measurements and its band in the sample.
  • A specialist and a draft shown for this sample target.
  • An intervention shown in this recorded example.
Your team

The specialist roles

These examples introduce the Chief of Staff and specialist roles for business and client work. The recordings and screenshots use the fictional Mobility Practice.

Riley· Audience & DemandMorgan· Offers & ConversionJordan· Membership & RetentionQuinn· Programs & ProductAvery· Brand & Voice

Customer authority

Choose permissions for the work you delegate. Inspect the relevant instruction, authority setting and outcome when deciding what to approve.
The scope

Business operations and client work.

We support independent professionals in both the business they run and the work they do for clients. This describes the product's two levels of focus; it does not establish universal domain coverage or that every planning or delivery capability is released.

The decision moment
New at Excelsius

A first review. A visible scan.

See what setup can file and what Today records once a scan runs.

Setup

A first Strategic Review during setup

If your intake names your venture, setup attempts to write a Strategic Review from those answers and file it in your workspace. When no review is filed, setup points you to a sample instead.

Workspace pulse

The sentinel's last scan

A workspace check is scheduled every thirty minutes; your workspace follows its selected pulse, which defaults to thirty minutes. A completed scan leaves a heartbeat record, and Today shows “last scan” with the time once there is one.

The deal

You own the business. The work is the subscription.

One system at three capacities, sized by active client programs.

The terms

Start with a bounded free trial. One real Strategic Review and one real piece of work on your business. No payment card required.

Export your hosted workspace. Export it as Markdown and CSV while your account is active.

Keep your subscribed price. The price you subscribe at is the price you keep, for as long as your subscription is active. If pricing changes, the change applies to new customers.

Founder Copilot
$1,000once, first month

Your first month with Tim: four weekly 45-minute calls. Week one, read your first Strategic Review together and set your approvals. Week two, your week plan and key results. Week three, tune the voice and the work it drafts. Week four, review what's working and decide what to hand over next.

Your subscription runs alongside it, at whichever tier fits. 4 seats a month.

Book a call
Is this just another AI tool I have to learn and run?

Excelsius prepares work in your workspace and brings decisions that need your judgment to you. You can review the work and direct what happens next.

How is $39 a month enough? What's the catch?

One real Strategic Review and one real piece of work on your business. No payment card required. Launch handles up to three active client programs. Continued managed work requires a subscription after the trial.

What happens to my price later?

The price you subscribe at is the price you keep, for as long as your subscription is active. If pricing ever changes, it changes for new customers — not for you.

What happens if I grow past my tier?

Plans are sized by active client programs. Launch handles up to three, Operate up to ten, and Scale up to twenty-five.

How do I know the work won't be generic AI slop?

You can review a draft before you use it and ask for changes.

What if it isn't working for me?

If Excelsius isn't doing your week-to-week work in your first 30 days as a subscriber, tell Tim and he'll refund you in full. The Founder Copilot is refunded in full if its four sessions don't take place.

What happens if I cancel?

Managed runs stop. You can export a hosted workspace as Markdown and CSV while your account is active.

See the work. Decide what comes next.

Start with a Strategic Review and a piece of work about your business.

One real Strategic Review and one real piece of work on your business. No payment card required.