Consulting Software that will help you to acquire Clients and Improve Businesses
When we say ConsultX is a world leading online Business Consulting Software, we mean it.
Business Consultants, Coaches and Advisors around the world have been using our Business Consulting Software to acquire clients and help grow their clients’ business for over 17 years.
Our online Business Consulting Software provides everything you need to become a successful Business Consultant, Coach or Advisor. Whether you’re looking to acquire clients or take your current clients to the next level our advisory software has a tool to help.
“Our World Leading online Software for Business Consultants helps you leverage your time and offer clients huge value for the time spent working with them.”
Using the ConsultX software Business Consultants, Coaches and Advisors have helped over 14,000 Businesses around the world. And we’ve been working on building the best Business Consulting software since 2005. We've developed a range of proprietary tools used to acquire and consult to clients within the ConsultX Software that guides you through the entire consulting process, including the following tools:
CRM to track clients, leads and contacts
Profit leakage calculator
Fee calculator
Agreement generator
Profit booster tool
Business plan builder
Management and implementation tracking tools
Wheel analysis tool to coach the business owner
Sounds good right? Whether you're new to consulting, wanting to grow your client portfolio or looking to take your current clients to the next level.
Read on to find out more about our online software, in particular our industry-leading Business Consulting tools.
Identify Potential Profit Leakage Areas
One of the fabulous tools within the ConsultX Software is the Profit Leakage Calculator. Input your clients financial data and see exactly where their profit is disappearing. By discovering these areas, you will know where to implement strategies and the areas that need the most attention. It also helps to provide a compelling reason to work with you as Business Consultant, Coach or Advisor, as the report indicates the potential profit that is leaking out of their business today and is available if they implement the strategies.
Capture contacts at every stage in the prospecting pipeline
No need to flick through your diary looking for notes or find where you stored their business card as our CRM systems helps you to track alliances, leads and clients in one simple place, as well as categorize their status and create task reminders for when to follow potential clients up again. ask
Create Compelling Consulting Proposals
The client acquisition system walks you through exactly how to pitch to potential clients using our three meeting strategy. Throughout the first two meetings you will collect data about your prospective client, and find the areas of their business which are leaking profit (through the profit leakage calculator mentioned above), as well as discovering any issues and goals they may have.
Using information from these meetings, you can then instantly create a captivating proposal with hard evidence to why your potential client needs you. Once signed using our Agreement Generator Tool you can also quickly create the Consulting Agreement.
Calculate your Consulting Fee In Seconds
Within the client proposal creation we also take the guesswork out of calculating your ongoing fee with our Fee Calculation Tool.
Boost Profit Easily
Our Profit Booster Tool assists you and your clients team to find the "Profit Leakage" in the business. This process is based on the fact that in nearly all businesses no serious work has ever been done on all of the "nooks and crannies" of the business and as a consequence the business loses a lot of profit from many areas, hence Profit leakage.
Create Comprehensive Business Plans
Our online consulting software walks you through developing a comprehensive Business Plan with the business owner using the Business Plan Builder tool. With a SWOT analysis already completed using our Business Planning Tool, no area of the business is ignored.
When it comes to developing the Business Plan this information is able to be considered and the completed plan helps lay out the foundation for the success and vision of your clients business in the year(s) to come.
Manage plan implementation and improvement
Once the planning stages are completed, our online business consulting software leads you through the third stage: on-going performance management. Opposed to the standard business consulting, coaching or advisory process where you provide the plan and then check in to see how the implementation has gone, we recommend on-going performance management.
Our Implementation and Task tools build out key tasks, allocate these to the team member responsible, provide key dears and progress updates. At any stage a snapshot of these tasks can be viewed and reminder emails can be prompted to the applicable team members.
The third phase within our online business consulting software ensures that the plan is being executed, and continues to be in the forefront of the Business Owner’s (and their teams) mind.
The world’s best business management reporting
We’ve integrated Fathom into ConsultX to provide incredible reporting to go the next level in tracking your client’s performance, generate forecasting and automatically analyze results.
Automation and artificial intelligence saves you time and allows you to provide world-class reporting to your client.
Personal and professional coaching
Our wheel analysis is the perfect tool to coach your client in creating a better business and a better life for themselves. The business owner ranks areas of their business and life, so you can make a plan and track the ongoing improvement.
Our industry-leading software not only helps you acquire clients, but also provides a strong framework to lead them into the future.
A Software to help all Business Consultants
Like a Business Consulting Swiss Army knife, ConsultX provides a tool for every occasion. From identifying and on-boarding clients, to building business plans, to analyzing reports and the performance of your clients’ business. Our comprehensive Business Advisory Software will help keep you on track and your clients business’ on the path to success. It really is Business Consulting made easy and the best software for business consultants, business coaches or business advisors.
To see for yourself, enter your details below to see a demo of our software and pricing.