WordPress for professional services
Your research library, gated by the CRM you already run. AI can cite your firm.
Your firm sells what it knows. 40Q puts your reports and insights on one WordPress platform, where your CRM decides who reads what 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.
- “Clients log in to the portal. Prospects never see what’s inside it.”
- “Someone on our team still grants and removes report access by hand.”
- “Our clients need a different login for every system we run.”
- “Our partners can’t see which clients actually read our research.”
- “When buyers ask an AI assistant, it cites another firm’s research.”
The build, problem by problem
From scattered research to one library your CRM gates
Your CRM already knows who your clients are and what they pay for. The fix is a site that listens to it.
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“Clients log in to the portal. Prospects never see what’s inside it.”
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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“Someone on our team still grants and removes report access by hand.”
Manual access lists drift from contracts, and expired clients keep reading. We make your CRM the system of record for who sees what. We build: memberships and entitlements driven by Salesforce, at company, group and user level, with access removed when the relationship ends.
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“Our clients need a different login for every system we run.”
Each extra login is a reason not to open the report they paid for. We put clients and staff behind one sign-in. We build: single sign-on through a provider such as Auth0, with profiles kept in step with your CRM.
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“Our partners can’t see which clients actually read our research.”
Engagement that stays on the website never reaches the people who manage the account. We send it back. We build: a two-way CRM connection where profile edits, event sign-ups and form submissions write back to the account record.
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“When buyers ask an AI assistant, it cites another firm’s research.”
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 behind the login. 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. Salesforce now decides which company, group or person can open each report, and clients and staff sign in once through Auth0.
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, one login, access your CRM decides
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.