Career Services Edition

Deliver premium service. Delight every client. Scale your firm.

Built for career coaches, resume writers, and recruiting firms who deliver career services for a living. Replace the patchwork of email, docs, and disconnected tools with one secure workspace — so your team delivers better, your clients notice, and your business scales.

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WorkStory product dashboard — the People workspace showing client profiles, resumes and collaboration status
Career site live
Shared with client
Trusted by career coaches, resume writers & recruiting firms
Sand Cherry AssociatesITQ ConsultingCustomer logo
Why it matters

Premium service requires premium operations

Your brand may feel premium, but if your backend runs on email threads and shared docs, your clients are receiving a fragmented experience. The firms that win combine higher-value delivery with operational confidence.

Quality = client trust

  • Branded, professional delivery on every engagement
  • Consistent service experience across your team
  • Modern client workspace that signals expertise

Efficiency = more clients

  • Standardized workflows reduce time per client
  • AI-assisted content accelerates drafting
  • Serve more clients without adding headcount

Visibility = confidence

  • Real-time view of every active client engagement
  • Team workloads and delivery status at a glance
  • Defined processes you can trust to scale
Before · After

From patchwork chaos to a premium delivery platform

The shift isn't a better tool. It's replacing the tool patchwork entirely — with one unified workspace that runs your firm and delivers for your clients.

Before WorkStory™

Stringing tools together. Premium brand, patchwork backend.

  • Email threads scattered between your team and every client
  • Manual tracking of where each client is in their service
  • Separate tools for scheduling, editing, and document sharing
  • Inconsistent branding and quality across consultants
  • PII and career data spread across personal inboxes and drives
With WorkStory™

One workspace. Standardized delivery. Premium experience.

  • Every client engagement in one secure, branded workspace
  • Service templates aligned to your methodology and brand
  • Real-time secure collaboration replaces email and doc shuffling
  • Visibility into every active client and team workload
  • Built-in PII protection and role-based access controls
One platform, three ways to deliver

Whatever your service model, WorkStory™ fits it

Full-service, collaborative, or self-serve — configure each client engagement to match how you actually work, and change it engagement by engagement.

Client self-service

Clients use the platform directly — building their own resumes with AI guidance, at their own pace, inside your branded workspace.

  • AI-guided resume creation the client drives themselves
  • Your brand and templates, their pace
  • Lowest-touch model — scale without adding headcount

Full-service delivery

Your writers do the work. Draft, refine, and deliver finished resumes to clients directly inside the platform — no email attachments, no version confusion.

  • Writers draft and deliver entirely in-platform
  • Client sees a polished, branded final product
  • Full visibility into where every piece stands

Coaching & commenting

Clients build a draft, your coaches review and comment directly on it — line-by-line feedback and guidance inside the same document, no back-and-forth attachments.

  • Inline commenting directly on the client's resume
  • Structured coaching sessions tied to the document
  • Client sees feedback and revises in real time
How it works

Your service delivery, standardized

Four steps to a firm-wide system that runs on its own — and an option to extend client relationships beyond.

1

Define your service model

Create standardized workflows and branded templates aligned to how your firm delivers.

2

Onboard & assign clients

Enroll clients, assign them to resume writers or coaches, and manage progress centrally.

3

Collaborate & deliver

Work with clients on resumes, feedback, and coaching plans — securely, in one place.

4

Manage the business

Gain visibility into workloads, completion status, and delivery performance across your team.

5

Extend the relationship

The engagement ends. The platform doesn't. Your client keeps their WorkStory™ account — and stays connected to your brand long after the resume is delivered.

Built for everyone in your firm

Value across your team and clients

WorkStory™ works because every stakeholder — from owner to end client — gets what they need.

Owners & Founders

Scale confidently, see everything

  • Real-time visibility into delivery progress
  • Defined processes that scale beyond you
  • Data-driven view of team performance
Resume Writers & Coaches

Focus on delivery, not admin

  • All client work in one structured workspace
  • AI-assisted drafting accelerates quality work
  • Less time on admin, more impact for clients
Your Clients

A premium, modern experience

  • Secure workspace for sensitive career documents
  • Clear structure and visibility into their service
  • Branded, professional touchpoints throughout
Operations Managers

Clear processes, fewer surprises

  • Defined client onboarding and delivery workflows
  • Balanced team workloads at a glance
  • Quality standards consistent across the firm
Finance

Higher revenue per client

  • Premium positioning supports higher pricing
  • Operational efficiency improves margins
  • Scale revenue without proportional cost growth
IT / Compliance

Secure handling of sensitive data

  • Encrypted data with granular access controls
  • PII compliance built into every workflow
  • Centralized data, no spreading across tools
Platform capabilities

More than resumes — the complete career marketing platform

Every client gets more than a document: a career website, a career journal, and ongoing career content — all delivered through your firm.

Branded service templates

Configure WorkStory™ to your methodology — resume packages, coaching programs, job search services.

AI-assisted content

Enhance your team's expertise with AI that accelerates drafting without replacing professional judgment.

Career website builder

Every client gets a personal career website — a living, shareable presence beyond the PDF, delivered as part of your service.

Career journal

Clients capture accomplishments as they happen, not just at resume time — building a record your team can draw on for every future update.

Value-added career content

Curated career guidance and content delivered through your brand — another reason clients stay engaged with your firm long after the resume is done.

Every client keeps their account — for life

When the engagement ends, the platform doesn't disappear. Your client keeps their WorkStory™ account permanently — no other career services platform on the market can say that.

Built with global capabilities

Serve clients in 17 languages. Multi-region deployment for outplacement providers and career centres operating across borders.

Getting started

Delivering better service within days

We migrate your client relationships, connect your systems, and train your team — before your next engagement starts.

01

Set up your service model

Expert-led or client-collaborative — we configure WorkStory™ to match how your firm actually delivers.

02

Migrate active clients

Bring existing client relationships onto the platform without disrupting work in progress.

03

Connect your systems

SSO and user access provisioned against your identity provider. Integration with your existing CRM or case management tools where you need it.

04

Build your templates

Beyond standard branding — custom formats for different service lines, programs, or client types, built to match how you actually deliver.

05

Train your team

Live onboarding for consultants and admin staff. Most firms are fully operational within a week.

06

Enterprise-level support

A dedicated point of contact as you scale — not a ticket queue. Ongoing support for new programs, teams, and integrations as your firm grows.

WorkStory™ has completely changed how we deliver services. Our team works in one place, our clients see a polished experience from day one, and we've grown our client base without adding overhead. It's the operational foundation we didn't know we needed.

GH
Career Services Lead
Greenlife Healthcare
Questions

Frequently asked questions

Is client data secure?

Yes. WorkStory™ uses SSO with built-in PII protection and role-based access controls on every client engagement. Client career data is never visible outside your firm's workspace. Enterprise plans include advanced security controls reviewed against your specific compliance requirements.

Can you integrate with our SSO?

Yes. SSO is available on the Enterprise plan, provisioned against your identity provider during implementation. API access and integration with your existing CRM or case management tools is included at Enterprise.

How long does implementation take?

Most firms are fully operational within a week. We migrate your active client relationships, connect your systems, configure your templates, and train your team — see the full process above.

What happens to client data when an engagement ends?

Every client keeps their WorkStory™ account permanently after the engagement ends — their career record, coaching history, and materials stay with them. Your firm retains the business record of the engagement itself.

Do clients have to use the platform directly?

No. WorkStory™ supports full-service, collaborative, and client self-service delivery models. Your team can deliver entirely on the client's behalf, or give clients direct access to build and edit their own materials — you choose per engagement.

Can we customize templates for different service lines?

Yes. Beyond standard branding, we build custom formats for different service lines, programs, or client types during implementation — matched to how you actually deliver.

Deliver premium service. Delight every client.

See WorkStory™ built for your firm — in a live 20-minute walkthrough.