Optimizing time and resources is not only important in consulting businesses, in any project it is vital automate processes. The profitability and efficiency of your business will depend on how you manage all the actions that you must carry out.
What is the first thing you gain by automating processes? You are going to reduce the execution cycle of any project within your business, then you are going to improve the work of the entire team that makes it up and you are also going to save a lot of money and resources.
Imagine that within a consulting business you have to audit different projects and within each project there are several managers. Each person in charge has different tasks and each of them has different ways of executing them. So how do you become a profitable consulting business with so many stocks inside? The only thing that can help you is the automation and control of each activity.
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Main advantages of automating consulting processes
For example, suppose that within your business one of the tools they use to keep track is the “Google Calendar” (we will explain other tools later). If everything is reflected in a kind of calendar and all the members are aware of the tasks and projects, you will significantly reduce any errors. Going automating each action will allow you to anticipate any setback and prevent any future problem.
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Save of time and money
First you are going to reduce the production cost and that money that you used to spend on activities that were left over, you can use it in the implementation of automation tools. It will be one of the best investments, it will also help you optimize the execution time of your tasks.
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Efficiency and communication
By controlling and automating as much as you can, you will also ensure that the information reaches each interested party correctly. Both clients and the entire consulting team will handle the same data and no one will have confusion on the way to carrying out a job or acquiring your service proposal. All the people that make up the business will be able to fulfill their responsibilities efficiently.
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Productivity and operational safety
We mean that everyone’s motivation will increase by improving processes with automation and optimization of activity. And on the other hand, you will have the best quality standards, by implementing tools that speed up and correctly check your project execution processes.
automation tools
In a consulting business it is very important to optimize and automate everything, and there are many tools or applications that will help you achieve this. We will leave you here a list of the ones that we use in Convert More and that can work for you:
- To control your time and execution schedule, we recommend Google Calendar. Here you can keep a kind of electronic agenda where you can schedule events and repeat them if necessary, it is a very good tool for order, structure and the best thing is that it is free. It comes within the functions of your account gmail.
- Within Convert More we use the jira board. This is a tool to place the activities that are pending and allows you to establish them according to the order of execution or priority. It is very useful because all team members have access, that is, they all handle the same project information.
- Regarding the dissemination of messages by emails, mailchimp it is an excellent tool. To promote, for automatic responses and for marketing campaigns. You have the possibility to use the free or paid version.
- WhatsApp Business is a free application for small businesses that allows you to automate your communication with customers. You organize and respond to messages to inform about the most important within your consulting business.
- infusionsoft and Shopify, They will help you save time with automations thanks to their personalized messages, templates to attract clients, assign tasks and send emails.
At the Convert More School, we have two super powerful courses that will help you automate the processes of your consulting business, so that you can focus on other strategies that increase the growth of your projects and service proposals: