Client workspace model
Create a separate analysis for each client roster, keep data isolated by analysis, and switch from one active workspace to another from the account center.
Consultant accelerator
Talvio for Consultants
Run AI readiness analyses across client engagements, keep each client workspace isolated, and turn role-level scoring into advisory deliverables your firm can stand behind.
Multi-client workspacesOne login, isolated analyses, clean switching between client engagements.
Deliverable-ready exportsWhite-label PDF and editable PPT include firm name, footer, and logo.
Retained libraryConsultant work stays organized in a durable client library while the plan is active.
Packaged for engagement-shaped work, not per-seat SaaS.
Consultants do not need another seat-based analytics tool. They need a fast, defensible way to size AI training opportunity, explain the method, and convert a client roster into a roadmap, workshop, or business case.
Methodology support
Use the consultant methodology pack to explain O*NET alignment, score meaning, rich scoring examples, review steps, limitations, and appropriate use before putting Talvio in front of a client.
Advisory positioning
Talvio accelerates the evidence layer behind a consulting deliverable. It does not replace the consultant's facilitation, operating model, change plan, or client judgment.
Consultant subscription
$299/mo
Monthly consultant subscription. Direct end-company purchases remain the existing $249 early-access one-time analysis.
What the consultant tier includes
- This tier includes two client analyses, up to 10,000 employees per analysis.
- Additional client analyses are $99 each.
- Your full analysis library remains available while your consultant plan is active.
- White-label PDF and editable PPT export with firm logo, client viewer links, methodology pack, and retained client workspace history.
- Cancel anytime; export the client deliverables you need before ending the plan.
From roster to client conversation.
1. UploadUse a client roster with titles and departments only. Names and employee IDs are not needed.
2. ReviewCheck low-confidence matches and apply local client context where titles need correction.
3. PackageExport a client-ready brief, attach the methodology pack, and prepare the recommendation narrative.
4. AdviseUse Talvio's roadmap, role, department, tier, and use-case views to shape the client recommendation.
Consultant FAQ
Practical answers for client-facing advisory work.
The consultant plan is separate from the general Talvio FAQ because firms need clearer guidance on credits, client workspaces, white-labeling, viewer access, and how to explain Talvio inside a broader engagement.
How is this different from the direct Talvio product?
The direct product is a one-time analysis for an end-company buyer. The consultant plan adds multi-client workspaces, white-label exports, client viewer links, methodology support, retained workspace history while the plan is active, and credit-based client analyses.
How do consultant credits work?
The $299 tier includes two client analyses. Each client analysis uses one credit and supports up to 10,000 employees. Additional client analyses are available for $99 each.
When do I enter client details?
Client details belong inside the client analysis workflow. Start a new client analysis first, then enter the client name and upload the roster on the upload screen. Firm defaults like logo, firm name, and footer live in Consultant Settings.
What should I upload?
Use role titles, departments, and headcount needed for the engagement. Do not upload employee names, employee IDs, or other directly identifiable employee information.
What does the client see?
Consultants can preview the read-only client view before sharing it. Client viewer links should show the visible analysis and client-facing context, not billing, credits, other client workspaces, upload controls, or consultant-only settings.
What is white-labeled?
Consultant exports can include your firm name, logo, default footer, and the client name. The PDF is built for client delivery, and the PPT export is editable so your team can adapt slides to the final advisory narrative.
Do Talvio scores change over time?
The AI Opportunity score is designed to move as Talvio updates its job models and AI tool capabilities improve. AI use-case categories are intended to be more stable role descriptors, so note that opportunity scores may shift with future model updates.
What should Talvio not be used for?
Talvio is for workforce planning, advisory analysis, training prioritization, and roadmap development. It should not be used as the basis for individual employment, compensation, promotion, termination, or disciplinary decisions.
Building client AI readiness work?
The consultant plan is built around multi-client workspaces, retained libraries, white-label export, and engagement-friendly credits.