The best online whiteboard for the consulting industry

Client Workshops and Facilitation

Consultants spend a significant portion of their time facilitating workshops, and the right visual tool makes the difference between a productive session and a forgettable one. Jotboard provides a clean, distraction-free whiteboard where participants can add sticky notes, sketch ideas with the pen tool and organise thoughts using shapes and text boxes. The slide-based interface gives facilitators natural structure: dedicate one slide to icebreakers, another to problem framing, another to solution brainstorming. Real-time collaboration means every participant contributes directly on the board rather than calling out ideas for someone else to transcribe. Google sign-in keeps onboarding frictionless for clients who may never have used the tool before, and no software installation is required.

Strategy Mapping and Analysis

Frameworks like SWOT analyses, value chain maps and competitive landscapes are staples of consulting work. Jotboard makes it straightforward to build these visuals collaboratively during a working session rather than creating them in isolation and presenting a finished version. Use shapes for quadrants and matrices, sticky notes for individual data points, and images to bring in screenshots or reference material. Each framework can live on its own slide within a single board, giving the project a coherent visual narrative from diagnosis to recommendation. When the analysis is complete, export the entire board to PDF to include in a client report or proposal appendix.

Sharing Deliverables with Clients

Presenting findings is only useful if the client can revisit them later. Jotboard boards can be shared directly with clients by inviting them as collaborators, giving them view or edit access to the same workspace the consulting team used. This transparency builds trust and makes follow-up conversations more productive because everyone is looking at the same material. For clients who prefer static documents, the PDF export produces a clean slide-by-slide record of every board. The free plan supports up to five collaborators, which covers most engagement teams. For larger client groups or firm-wide usage, the paid plan at four dollars a month removes the collaborator limit while keeping costs minimal compared to enterprise whiteboard tools.

Get started with Jotboard for free and see how Jotboard works for the consulting industry.