Built to grow with you
From working for yourself to running an organization.
Manage work, develop your team, and get more done with Whitby AI and support from Certified Private Attachés—all in one platform.
- Strategic Priorities3 In Progress
- Team Training12 Active Learners
- Private Attaché ServicesActive Coordination
- Plan a new client engagement
- What needs my attention this week?
- Build a training course
- Have someone follow up with providers
01Independent Professionals
Run like you have a team — even when you don't.
Manage clients, projects, and everyday work in one place. Let Whitby help you plan, use the Learning Center to build skills and training, and bring in a Certified Private Attaché when you need an extra set of hands.
Less admin. More of the work only you can do.
02Startups & Growing Companies
Move fast with less chaos.
Bring projects, people, and priorities together in the Work Center, turn ideas into action with Whitby, and build your team's capabilities with the Learning Center.
- Marketing CampaignIn Progress
- Sales Preparation4 of 6 Tasks Complete
- Launch ReadinessNeeds Attention
BUILD
Launches · Projects · Decisions
SELL
Clients · Proposals · Follow-Up
HIRE
Recruiting · Onboarding · Training
SCALE
Processes · Teams · Knowledge
More hands. Without more headcount.
Need vendors researched, providers contacted, or follow-ups handled ? Bring in a Certified Private Attaché to handle the extra work while your team stays focused on growing the business.
03Small Businesses & Teams
Keep your business moving. Without doing it all yourself.
Bring client work, team priorities, documents, and follow-ups together in one Work Center. Give everyone clarity on what's next, without having to manage every detail yourself.
- Cedar & Co. RetainerProposal Sent
- Northwind GroupIntake Form Pending
- Apex AdvisoryWeekly Review Complete
- Beacon LabsOnboarding in Progress
“Client intake form received from Northwind Group.”
More capacity. Less overhead.
Get help with research, sourcing, outreach, and follow-up without adding another full-time hire.
04Mid-Market
More teams. One direction.
Connect teams, priorities, and everyday work in one place. Give people the freedom to get things done while keeping responsibilities clear and important work moving.
- Priorities
- Progress
- Decisions
- Marketing
- Operations
- Sales
- Client Services
- Workplans
- Tasks
- Requests
- Documents
- Training
Helping teams plan, organize, and keep work moving.
Standardize Work
Create consistent onboarding, reusable Workplans, and repeatable processes.
Coordinate Across Teams
Connect projects, responsibilities, deadlines, and client delivery.
Keep Priorities Moving
Surface outstanding requests, pending decisions, and important follow-ups.
When internal capacity gets tight, Private Attaché Services can extend the team for projects, recurring coordination, research, outreach, and ongoing support.
05Enterprise
Work together. Operate smarter.
Create a more connected way to manage work, knowledge, training, and coordination across teams — while maintaining the visibility and structure larger organizations need.
STANDARDIZE WITHOUT SLOWING TEAMS DOWN
Turn proven processes into reusable Playbooks that help teams create consistent Workplans without starting from scratch.
SEE ACROSS THE ORGANIZATION
Keep priorities, responsibilities, progress, and outstanding work visible across teams.
BUILD CAPABILITY AT SCALE
Create training, assign courses, and develop employees through the Learning Center.
ADD CAPACITY WHEN YOU NEED IT
Bring in Private Attaché Services for research, outreach, coordination, and additional operational support.
Need a solution built around your organization?
Let's explore how Private Attaché can support your teams, workflows, training, and operational needs.