Consultant dashboard
Manage your firm profile, provider relationships, and client workspaces you support on Slotted.
How consulting on Slotted works
Brand creates their profile on Slotted
The brand signs up and completes onboarding. Invite brands you work with so they join with your referral.
Brand invites your consultancy to the team
Their admin adds your firm under Team in Slotted. After that, their workspace appears in Brand & provider workspaces below.
You help build the profile and identify providers
Open the brand workspace to refine their volume profile and shape the long list of prospective 3PLs.
They choose an RFP path: Transparent or Confidential
Transparent: providers see the brand and normal RFP context. Confidential: brand identity stays restricted for providers until finalist stage—you supply the extra context providers need to respond.
Providers submit proposals
Responses follow Slotted’s proposal structure. Consultant economics are shown as the platform presents them—no manual totals on your side.
Brand selects finalists and awards business
The brand compares proposals, shortlists finalists, and completes award using the same Slotted workflow as a standard RFP.
Brand & provider workspaces
Open a client you support. You will switch into their Slotted account (same as Switch account in the menu). Ask their admin to add you under Team if a workspace is missing.
No linked workspaces yet. When a brand or 3PL adds you as a consultant, they will appear here.
Provider relationships
| Provider | Rev Share % | Basis | Preferred | Notes |
|---|---|---|---|---|
| No provider relationships yet. | ||||
Manage provider relationships
Add or edit rev share relationships below. Changes sync to the table above after you save.
Loading consultant relationships...