Advisory work is often custom, high-touch, and deeply relationship-driven. But it can also be time-consuming and hard to scale. If you’re looking for more leverage, more clarity, and more consistent revenue, it might be time to productize.

Productizing your advisory services doesn’t mean turning into a course creator or abandoning your client work. It means packaging your knowledge in a way that’s easier to deliver, easier to sell, and easier for clients to understand.

Here are some of the best ways to productize your advisory services—so you can grow with structure and serve more founders without burning out.

1. Create a Signature Framework

Start by turning your expertise into a repeatable method. Instead of selling “advising,” you’re selling a defined process with clear outcomes. That’s what makes it scalable.

Ask yourself:

  • What do I help clients achieve?

  • What are the steps I guide them through?

  • How can I visualize this process?

For example, a growth advisor might offer a “3-Phase Growth Sprint” covering audit, strategy, and execution support. A consultant working with agency founders might have a 6-week “Exit Readiness” roadmap.

This framework becomes the foundation for everything else—offers, pricing, and marketing.

2. Turn Services into Packages

Once you have a clear framework, it’s easier to create fixed-scope packages. This helps you:

  • Avoid custom proposals every time

  • Set clear expectations

  • Standardize delivery

  • Increase perceived value

Examples:

  • Startup Strategy Sprint – $5,000 for a 2-week sprint with audit, roadmap, and call.

  • Exit Prep Package – $7,500 flat fee for valuation, positioning, and prospectus support.

  • Growth Accelerator Retainer – $3,000/month for ongoing advisory within a defined scope.

When services feel like products, buyers gain confidence—and you gain leverage.

3. Add Tools, Templates, or IP

You don’t need to reinvent your process every time. Think about the tools or resources you already use and turn them into assets.

Some examples:

  • Strategic planning templates

  • Prospectus or pitch deck frameworks

  • Valuation calculators

  • SOPs or checklists

  • Diagnostic assessments

These become part of your package—and signal polish and professionalism. They also make your offer more scalable, since you’re not starting from scratch every time.

Merge licensees, for example, get access to plug-and-play templates, valuation tools, and prospectus designs that make it easy to deliver polished, high-value work without spending hours building from scratch.

4. Offer Fixed-Time Sprints

Instead of open-ended retainers, offer sprints. This is a short, time-bound engagement with a specific goal.

Why it works:

  • It gives clients a low-risk way to work with you.

  • It gives you a clear container for your time.

  • It’s easier to schedule and sell.

Examples:

  • One-Week Intensive for onboarding or strategic planning

  • 90-Day Exit Prep Sprint

  • 30-Day Sales Optimization Lab

Sprints are a great way to turn advisory into momentum—and open the door for longer engagements if it’s a fit.

5. Create a Licensing or Partnership Model

If you’ve built strong IP or a powerful methodology, you don’t have to deliver it all yourself. You can license your frameworks or partner with others to deliver it under your guidance.

This could look like:

  • Training other consultants to use your model

  • Creating a licensing program (like Merge!)

  • Offering co-branded advisory services with vertical experts

At Merge, we’ve built a licensing model that gives advisors access to tools, templates, training, and buyer access so they can run their own M&A advisory business—without starting from scratch. It’s one of the most powerful ways to scale your impact while staying focused on what you do best.

6. Productize Around Outcomes, Not Hours

Traditional consulting often sells time. But productized services sell results.

Instead of “advising at $300/hour,” shift your offer to focus on what the client gets. For example:

  • “In 30 days, we’ll get you exit-ready and in front of qualified buyers.”

  • “You’ll walk away with a growth strategy and a 90-day execution plan.”

  • “We’ll identify 3 hidden revenue opportunities inside your business.”

Clients don’t really want your time—they want a result. When you focus your offer around that, you can charge more, scale better, and market more clearly.

7. Bundle with Add-On Services

To further boost scalability and client value, consider bundling services or offering add-ons.

Examples:

  • Design and formatting for strategy decks or prospectuses

  • Buyer or investor introductions

  • Custom research or competitor analysis

  • Deal coaching or call support

At Merge, licensees can offer à la carte services like prospectus design or valuation review—keeping revenue flexible while maintaining a productized structure.

Final Thoughts

Productizing your advisory services gives you structure, clarity, and momentum. You spend less time selling, more time serving—and you create a business that’s built to scale.

Whether you’re a seasoned consultant or just getting started, these productization strategies can help you turn your expertise into clear, repeatable offerings.

And if you’re looking to productize M&A advisory specifically, the Merge license gives you everything you need—from training and templates to buyer access and back-end support.