How Propeller Advisory tripled advisory fees from $500 to $1,500 per month.

Introduction

Propeller Advisory is a modern Australian firm that leads with Virtual CFO and advisory services for growing SMEs. As the firm scaled, founder Katie Bryan noticed advisory delivery was fragmented across multiple tools: agendas in Word, client goals in Excel, task lists in Karbon, which created unnecessary admin and diluted the client experience.

After adopting Brieff, Propeller brought preparation, the meeting and follow-through into one place. The change was immediate and measurable: monthly advisory fees tripled from $500 to $1,500 per client, and Katie now saves about an hour per meeting.

The challenge of disconnected delivery

Running an advisory cycle meant juggling documents and platforms. "We were using Word for agendas, Excel for financials and Karbon for checklists, everything in different places," Katie explains.

That fragmentation made it hard to send professional agendas ahead of time, and it undermined accountability between meetings. "I'd put actions in a Word doc and email it after the meeting, clients never looked at it." The team could talk about goals, but couldn't easily show progress over time.

Why Propeller chose Brieff

Propeller chose Brieff because it gave them a single workspace for the entire advisory journey: check-ins, AI prep, the notetaker, and actions and goals in one place, instead of scattered across Word, Excel and Karbon.

How they use Brieff

Client check-ins capture context before the meeting. AI prep turns those inputs into a clear agenda. During the session, the AI notetaker drafts clean notes. Afterward, actions and goals keep everyone accountable with due dates and reminders.

"It's so good because all the client data sits in Brieff," Katie says. "The note-taker refers to the agenda and the client's check-in, breaks notes up by agenda item, and turns discussion into actions and goals."

The impact

The results were immediate. Propeller increased monthly advisory fees from $500 to $1,500 per client, driven by more professional, consistent delivery. Brieff saves about an hour per meeting across agenda creation, note-taking and action collation, roughly 12 hours, or about $6,000, of senior advisory capacity per client per year.

The value showed up for clients too. In one six-month engagement, a client's gross margin rose from 10% to 24% and net margin moved from −7% to +7%, tracked against targets in Brieff and presented in-session. And after an unforeseen gap between meetings, that same client still arrived with every action completed, kept on track by Brieff's automated reminders.