WordPress for professional services
Your research library, open to clients, visible to buyers. AI can cite your firm.
Your firm sells what it knows. 40Q puts your reports and insights on one WordPress platform, where each client reads what they pay for and buyers and AI can find the rest.
What advisory firms tell us
Your best thinking is split across two systems
Consulting, research and advisory firms tell us the same things about their sites, usually in this order.
- āClients log in to the portal. Prospects never see what’s inside it.ā
- āSomeone on our team still decides by hand who can read each report.ā
- āClients can’t find the report they need in our library.ā
- āOur partners can’t see which clients actually read our research.ā
- āWhen buyers ask an AI assistant, it cites another firm’s research.ā
The build, problem by problem
From scattered research to one library
Your clients pay for your research. Your buyers decide on the part they can see. One site can serve both.
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āClients log in to the portal. Prospects never see what’s inside it.ā
A portal on its own platform hides your best work from the people deciding whether to hire you. We bring research and marketing into one site with a public front and a members’ side. We build: one WordPress platform for your reports portal and your marketing site.
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āSomeone on our team still decides by hand who can read each report.ā
Hand-kept lists drift from contracts, and former clients keep reading. We build: memberships at company, group and person level, so each client reads what their contract includes, and nothing more once it ends.
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āClients can’t find the report they need in our library.ā
A report nobody can find is a report nobody reads. We build: one library organized by topic, author and date, with search, so clients reach the report they paid for in a few clicks.
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āOur partners can’t see which clients actually read our research.ā
Engagement that stays on the website never reaches the people who manage the account. We put it in front of them. We build: reading and event activity your partners can see for each account, without asking marketing.
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āWhen buyers ask an AI assistant, it cites another firm’s research.ā
AI assistants can only cite what they can read, and a fully gated library gives them nothing. We publish a structured public layer and keep full reports for members. We build: summaries, author pages and topic pages as structured content that AI tools and search engines can parse and credit to your firm.
Everest Group case study
How Everest Group runs research and marketing as one site
Everest Group’s analysts publish research that members pay for. Before 40Q, members read reports on one platform and prospects met the firm on another.
40Q brought both onto one WordPress platform. Each member company now reads the research it pays for, on the same site where prospects meet the firm.
In my career, I have never worked with a better partner than 40Q.
Patricia Blair, Sr. VP, Business Operations & Technology, Everest Group
Canosa Abogados
For Canosa Abogados, a law firm, 40Q moved the website from Drupal to WordPress. How a Drupal migration works
FAQ
What professional services leaders ask before they start
Questions marketing and operations leaders at advisory firms bring to a platform review.
Start here
One library for clients, buyers and AI
Bring your portal, your site and a view of your CRM. A WordPress engineer walks through them with you for 30 minutes and names what to merge, connect or leave as it is.