For advisory networks, chairs & coaches

Give every member an AI Chief of Staff.

Your expertise and methodology, working in every member’s business between meetings. Your brand. Your relationship. Our technology.

Northwind Advisory · a member's workspace
A member's Chiefly workspace carrying the partner's own brand, Northwind Advisory: strategy, finance, sales and operations advisors, a briefing, a revenue chart and health widgets.
  • Peer advisory groups
  • Franchises
  • Coaching practices
  • Membership bodies
  • Professional networks

Between meetings

The room, and the other twenty-nine days.

A peer advisory board in session: a chair standing at a round table, five owner-managers listening and taking part.
The problem

Your best thinking reaches members on the day. Between sessions, it fades.

The answer

Chiefly carries it into every member’s business, in your methodology and under your name, on the days you are not in the room.

Your methodology, assembled

The reasoning behind every answer a member gets.

Tools, procedures, artefacts, principles. Some from EOS, E-Myth, Scaling Up or Levers; some entirely your own. Tell us what yours is made of and we build it into the advisor your members use.

Tools

  • SWOTStandard
  • Priority matrixLevers
  • Assumption trackingYour own
  • Root cause analysisYour own

Procedures

  • Level 10 meetingEOS
  • Quarterly planningScaling Up
  • IDSEOS
  • The annual offsiteYour own

Artefacts

  • One-page planScaling Up
  • Accountability chartEOS
  • Operating manualE-Myth
  • ScorecardEOS

Principles

  • Working ON, not INE-Myth
  • Move one dialLevers
  • Trace it upstreamSystems theory
  • Franchise prototypeE-Myth

Assembling · your advisor

  • SWOTStandard
  • Priority matrixLevers
  • Level 10 meetingEOS
  • One-page planScaling Up
  • ScorecardEOS
  • Working ON, not INE-Myth

Every answer a member gets is reasoned through these, in your language. Not a generic answer for every business, every stage, every operating philosophy.

Five layers around each member.

A knowledge base of each member’s business, built up layer by layer. It never starts from zero.

  1. 01

    Member

    One business in your forum, on its own numbers.

  2. 02

    Connections

    Accounting, CRM, documents and calendar. Read-only, set up once.

    • Xero
    • QuickBooks
    • HubSpot
    • Google Drive
    • Microsoft Calendar
  3. 03

    Knowledge

    What the advisor has learnt about this business, kept between conversations.

  4. 04

    Methodology

    Your tools, procedures and principles, framing every answer in your language.

  5. 05

    Forum

    The peers they learn from and measure against. Chiefly connects each member to it.

Your tools

Run the network between the meetings, not just at them.

Message the group, ask for the numbers, set the next date, read the brief. Each one reaches every member inside their own workspace, under your name. None of it needs a mailing list.

01 · Message

Reach every member, or just the ones who need it.

Write it once. It lands in every member’s workspace under your name, and their advisor knows what you said when they ask about it.

02 · Request

Ask for the numbers before the meeting, not during it.

Say what you need and by when. Members answer inside their own workspace, and what comes back is collected for you, not chased.

03 · Schedule

Put the next session in every calendar.

Sessions, deadlines and check-ins, set once for the whole group. The reminders go out from you, without you.

04 · Brief

Walk in knowing what the room is dealing with.

What members have asked, flagged and finished since you last met, gathered into one brief the morning of the session.

Brand and boundaries

Your name on the door. Your walls between members.

The platform wears your brand throughout; members never see a Chiefly badge. Underneath, it is built so that what one member shares stays theirs.

  1. 01

    Your name on the door

    Your domain, your logo, your welcome. Members log in to you.

  2. 02

    Your colours throughout

    Every screen, every button, every email in your palette, not ours.

  3. 03

    Their outputs in their brand

    What a member exports carries their own business’s name, ready to use.

  4. 04

    Walls between members

    One member’s numbers are never visible to another. What your team can see is up to you.

Northwind Advisory · a member's workspace
The whole workspace in a partner's brand: the partner's name, Northwind Advisory, top left, its colours on the tabs and buttons, and the member's company, Northwind Group Ltd, in the header.

Northwind Advisory is an illustrative partner brand.

How it starts

From your playbook to launched, in two weeks.

No integration project and no procurement cycle. Your members already have their data; we already have the platform. What we need from you is one conversation about how your network works.

  1. Day 1

    Share your methodology

    One working session. Walk us through your tools, procedures and principles; we take it from there.

  2. Week 1

    We assemble your advisor

    Your framework becomes the reasoning behind every answer, in your language, not ours. You review it, we adjust.

  3. Week 2

    Launch under your brand

    Your name, your colours, your domain, live. Members never see a Chiefly badge.

  4. From day one

    Members onboard

    Each member connects their own data and their advisor is working from the first conversation.

Tim Vincent, CEO and co-founder of Chiefly.

“Your best thinking reaches members on the day. Chiefly makes it work the other twenty-nine.”

Tim Vincent · CEO & co-founder, ChieflyAI

Partner with Chiefly

Bring your methodology. Leave with a plan.

Thirty minutes with the founders: how your framework maps onto Chiefly, what launch looks like, and what it does for your network.

No prep needed. Just bring how your network works today.