Find out how to Automate the Consulting Course of in 7 Steps


As a marketing consultant, you wish to stand out by offering each consumer with customized recommendation at each step within the course of. Giving skilled recommendation at a private degree comes with many challenges like an absence of time and assets, resulting in an inefficiency downside.

Constructing and sustaining a private relationship together with your consumer all through all the undertaking takes time. The extra time you spend on one consumer, the less initiatives you may tackle.  

So the massive query is: Can personalization and automation go hand in hand? 

Let’s discover out.

What’s an automatic consulting course of?

Automation has helped many industries streamline their processes, grow to be extra environment friendly, and generate extra income. The consulting trade should not be any totally different.

Automating the consulting course of refers to leveraging know-how to take over repetitive and mundane duties. Decreasing human intervention helps scale back errors, enhance velocity, and allow you to scale your consulting enterprise. 

One of the vital benefits of automation is that it helps velocity up the info assortment course of. And as a marketing consultant, information is the spine of your online business.

To get began automating the consulting course of, it’s essential to analyze your consumer’s enterprise processes and observe these steps:

Perceive the present processes

Audit your consumer’s current enterprise processes. Doing this may help you see inefficiencies within the course of that you could enhance with automation. 

Outline the maturity of your consumer’s enterprise

Utilizing a maturity evaluation, gauge the maturity of your consumer’s enterprise in varied areas. This will provide you with a greater understanding of the place they’re and the steps wanted to take their enterprise to the subsequent degree.

online presence maturity assessment

Supply: Survey Anyplace

Establish ache factors and challenges

To finest serve your shoppers, it’s worthwhile to perceive their ache factors and challenges clearly. You need to use a wants evaluation or survey software program to assemble this data — a step that you could simply automate.

Recommend enhancements inside their particular framework

Upon getting the data from the primary three steps, you may generate a report together with your findings and proposals. 

marketing assessment report survey anyplace

Supply: Survey Anyplace

You possibly can automate your reporting actions, too.

Implementing your recommendation

Now, it is time to implement your recommendation. Relying on the complexity of the trade, you may count on to be hands-on in some points of the implementation. Outline the steps you wish to take collectively together with your consumer. This half will largely be a guide course of.

Following up

As soon as your consumer has carried out your recommendation, observe up on the consequences. Your follow-up should embody evaluating the brand new course of and the outcomes achieved. It additionally entails gauging whether or not the consumer (or their workforce) finds the brand new course of simpler or extra sophisticated.

Repeatedly bettering the method

As a dwelling entity, your consumer’s enterprise will regularly be evolving. In case you’re doing a superb job, you will want to guage and enhance the processes constantly. 

Many of the steps above could be automated, serving to you get rid of guide work. 

Why automate the consulting course of?

I believe you already get my level. Automating your consulting course of is feasible in numerous phases of your initiatives. Let’s check out it from a enterprise perspective. You wish to stand out from the opposite consultants, proper?

Consulting is without doubt one of the industries that thrive on one-on-one interactions with shoppers. 

So does not that imply automation will do extra hurt than good? Gained’t you lose shoppers since you’ll have much less private contact with each consumer?

By no means. Let us take a look at a couple of the reason why automating the consulting course of is critical.  

Observe digital transformation tendency

The fourth industrial revolution (4IR) is in full swing, and each trade and enterprise has already undergone or is present process digital transformation. As a marketing consultant, it’s worthwhile to remodel digitally to enhance your online business and perceive your shoppers higher.

Be a pioneer

Regardless of being the sphere that advises different companies to enhance, the consulting trade continues to be lagging within the space of automation. Implementing automation in your online business will put you forward of the competitors as you will be one of many first to take action.

Secondly, you’ll set a superb instance to your shoppers as nicely.

Save money and time

One of the vital benefits of automation is that it saves you time spent doing guide work. In consequence, it frees up your time to do extra strategic work, be extra artistic, and tackle extra shoppers. In consequence, you get to save cash and, in the end, enhance your income.

Restrict headcount

Staffing overheads are one of the vital bills companies undertake. Decreasing them results in a rise in income. And that is precisely what automation allows you to do — scale back your headcount. 

Enhance consumer expertise

Your consultancy enterprise wants one major ingredient for it to succeed — shoppers. And one of the simplest ways to retain shoppers is by giving them an distinctive expertise. Buyer expertise (CX) has grow to be a big a part of the success equation for each enterprise.

top priority for business customer experience

Supply: SuperOffice 

A constructive expertise can be important to getting new shoppers because it encourages referrals out of your present prospects. Automating your consulting course of is a superb manner of making certain that you just present top-notch consumer experiences.

Higher course of transparency

Automation makes your outcomes extra quantifiable. It allows you and your shoppers to know your processes and measure outcomes higher. That is because of analytics engines that assist with measuring and reporting your essential KPIs.

Standardize deliverables

Standardizing your consulting deliverables is a necessary a part of streamlining your online business and rising your effectivity. Automation allows you to package deal your companies higher and create standardized deliverables. Each will assist reduce the guide work that normally goes into tailoring packages and deliverables. It additionally helps velocity up your course of.

Scale your online business

Due to the time saved and the guide work diminished by automation, scaling turns into simpler. Not solely does automation help you scale by taking up extra shoppers, it additionally allows you to enhance the packages and companies you supply.

Leverage your information to determine your self as a thought chief

The information assortment and evaluation that comes with automation is a game-changer for consultants. That is as a result of it lets you:

  • Set trade benchmarks
  • Share aggregated information within the type of trade reviews 

You possibly can leverage these (and extra) information assortment benefits to determine your self as a thought chief in your vertical.

As you may see, there are innumerable the reason why it’s best to embrace automation in your consultancy enterprise. Failure to automate will put you at a aggressive drawback.

7 steps to successfully automate consulting

Now that you recognize the significance of automating the consulting course of, let’s begin with an instance, after which check out the seven steps that can assist you achieve this.

So let’s get you ready and check out the seven steps to beginning your personal digital transformation.

1. Assess your want for automation and determine alternatives

Step one in digitally reworking your consulting enterprise is to evaluate your want for automation. This begins with analyzing each step of your consulting course of, together with:

To finest determine processes that you could automate, test for these which can be rule-based. These are processes that observe a strict logical order and do not require human judgment. Additionally, guarantee these processes are well-defined and do not change. 

By analyzing your entire processes on this gentle, it turns into simpler to determine automation processes and alternatives. 

Now, let’s check out how one can arrange an automation plan for your online business.

2. Work out an automation plan based mostly in your experience

Now that you have assessed your online business course of and recognized automation alternatives, it’s worthwhile to determine how you will implement automation.

You could work out an automation plan based mostly in your information and experience.

Listed below are a couple of pointers that can assist you with this step:

Create an summary of which elements of your course of could be automated

To raised plan to your automation, it’s essential to first create an summary of the elements of your course of that may be automated. It could assist for those who additionally thought-about how:

  • They’re related
  • They relate to one another
  • They influence and affect the consumer’s expertise

Doing this ensures that your automated sequences are environment friendly and end in a superb buyer journey.

Make a plan for every step you wish to automate

After getting an summary of the elements of the method you wish to automate, it’s worthwhile to plan learn how to automate them. A couple of pointers right here embody: 

  • Calculate automation potential. Simply because you may automate a selected step of the method doesn’t suggest it’s best to. Weigh the advantages of automating it and think about if automation could have sufficient momentum to be price it.
  • Resolve in your funds. Automation instruments come at a value. Think about when you’ve got the funds to automate each facet that may be automated. If not, prioritize people who will provide you with one of the best return on funding (ROI).
  • Outline the functionalities you want (methodology). Defining the functionalities you want will aid you map a blueprint of how you will implement automation for every step.

3. Establish one of the best automation instruments or programs to make use of

With an automation plan in place, you now know what you will be automating and the way. Now it is time to determine the instruments that may aid you pull it off. To do that, analyze a set of appropriate instruments that suit your funds. As soon as you’ve got shortlisted the absolute best candidates:

  • Take a look at collection of know-how. Join free trials of the instruments you are excited by and take a look at them totally. This can aid you determine people who fit your scenario finest. In case you’re unsure, schedule a demo name with one of the best software program candidates, so to ask extra in-depth questions.
  • Choose remaining automation instrument(s). As soon as your assessments are full, decide your remaining collection of instruments. Be certain that they work nicely collectively and combine together with your present instruments.
  • Implement instrument(s) into your course of. Implement your new instruments into your online business course of and monitor their efficiency. 

Keep in mind, not all automation instruments are constructed the identical. The success of your automation program will depend on discovering the fitting instruments for your online business.

4. Set up an automation workflow

Automation is not computerized. To work successfully, it’s essential to set up an automation workflow that ensures all of the items of your course of effortlessly work in sync. To try this, it’s essential to begin by defining the actions that can be automated and people that may keep guide. Subsequent: 

Combine automated and guide duties to optimize your workflow

Be certain that there is a easy continuation the place your automated and guide duties meet. When these are in sync, it ends in an optimized workflow. 

Arrange an accessible process that you just (and your workforce) can fall again on

Create a doc that outlines how you will use the brand new automation course of. Be sure that everybody in your workforce is aware of learn how to use the automation instruments you will be utilizing. If needed, spend money on coaching to assist them get to hurry rapidly. 

As a result of instruments can generally fail, you additionally have to outline the process to maintain thighs flowing when that occurs. Once more, make this simply accessible so everybody in your workforce is aware of what to do.

5. Implement the automation course of

With the right basis now laid, it is time to implement the automation course of. All of the arduous work has been finished within the planning phases, and all it’s worthwhile to do now could be deploy your automation instruments. As soon as you’ve got finished that:

Observe up on the implementation intently

Monitor the adjustments automation has introduced into your course of.

Does it meet your expectations?

If it does, nice job. If not, you will want to find out the automated elements at fault and why they are not bettering your course of. Then, consider whether or not that half actually requires automation or altering it again to guide. You can even think about using a unique automation instrument.

Talk the change in workflow internally and externally

An important facet of efficiently implementing your automation course of is speaking the workflow change with all stakeholders. This implies speaking together with your staff (internally) and your shoppers (externally). Everybody ought to know what to anticipate to make sure a easy transition.

6. Measure adjustments and efficiency

As soon as your automated system has been working for a while, it’s worthwhile to measure and see if it has improved your efficiency or not. 

measure automation performance

Supply: SweetProcess

You could have information out of your absolutely guide course of to make use of as a benchmark to do that. That is the place you will uncover one of many beauties of automation — automated monitoring and reporting. Most automating instruments include a built-in analytics dashboard that can assist you hold monitor of your most vital metrics. In consequence, information assortment and evaluation grow to be a lot simpler.

To successfully measure the influence of automation in your consulting enterprise, as the next questions:

  • Analyze pre-automation and post-automation efficiency. Has automation helped enhance efficiency and the variety of deliverables you may produce? 
  • Survey your shoppers. Are they pleased together with your new manner of doing issues?
  • Test your ROI. Is there a rise resulting from automation?

In case you reply sure to the questions above, your automation has achieved its objective.

7. Consider and mitigate dangers

Simply since you’ve pulled off a profitable digital transformation technique doesn’t suggest you may sit in your laurels and count on one of the best. Nice as know-how is, it is also vulnerable to error.

That is why it’s essential to consider your automated course of and determine any potential dangers. Doing so will aid you mitigate these dangers and put contingency plans in place. A couple of tips about doing this embody:

  • Take sufficient time earlier than you consider. The outcomes of automation might not present instantly. Give it sufficient time earlier than you begin evaluating outcomes. You may have to train a little bit of persistence on this regard.
  • Think about the outcomes. When you consider the outcomes, think about whether or not they’re what you anticipated. Did automation enhance effectivity? Has it given you alternatives to scale your online business?
  • Attainable lack of personalization. One factor folks worth in session is the non-public contact. Think about if shifting to an automatic course of has led to a loss in personalization. 

As you recognize, getting into new frontiers all the time carries some threat. That is why it’s essential to all the time consider your automation course of and search for threat components. Doing so will assist mitigate them and guarantee a easy circulate of your online business.

Instance of automation

With a view to make this extra tangible, let’s take a look at an instance. 

One of many first and most vital phases within the consulting enterprise is getting shoppers. With a view to obtain this, it’s worthwhile to persuade prospects that you just’re the only option. 

Step 1: Assess your want for automation

In your first name with a brand new prospect, you all the time ask roughly the identical sequence of questions, proper? These conversations could be fairly time-consuming. 

Step 2: Understanding an automation plan based mostly in your experience

You have got sufficient expertise to know what inquiries to ask, and which replies you could count on. So, you may supply your shoppers a web based questionnaire (automation #1) that routinely generates a consumer evaluation report for you (automation #2), and a report for the prospect (automation #3). 

example client report advisor report

Supply: Survey Anyplace

You’ll have a right away overview of what your prospect is searching for, and the prospect will get a abstract and first suggestions tailor-made to their downside, which is able to show your experience and persuade them to pick out you for his or her undertaking. 

Step 3: Establish one of the best automation instruments

You’ll must put appreciable effort and time into creating a superb questionnaire and linking a personalized report back to it. Discover the fitting evaluation software program to your automation plan. 

Step 4: Set up an automation workflow

Not each exercise on this part needs to be coated by the evaluation or the report. Be certain that to outline the place you like human contact over automation to create a balanced dialog with the prospect or consumer. 

Step 5: Implement the automation course of

In case you discovered an evaluation software program to create a consumer wants evaluation and a personalized report in a single app, you can begin with the implementation. Talk your strategies clearly to your prospects, in order that they know what to anticipate.

Step 6: Measure adjustments and efficiency

Are you getting extra shoppers at a sooner tempo, now that you just’ve automated this a part of the method? Are shoppers providing you with constructive suggestions about your customized reviews? Is there an effectivity win: do you’ve extra time for strategic work?

Step 7: Consider and mitigate dangers

Don’t be afraid to re-evaluate in case your outcomes aren’t as anticipated. Are there any dangers you haven’t taken under consideration? Ask your workforce and shoppers for suggestions. Flip again to guide processes the place automation has not confirmed to be efficient.

Stipulations of automating consulting

When contemplating learn how to automate consulting, it is easy to assume you may automate each course of. It is also tempting to assume each kind of consulting enterprise can profit from any form of automation.

Each situations aren’t true.

You could fastidiously think about your kind of consulting enterprise and the conditions required for automation. In fact, the primary one is that it’s worthwhile to be prepared for automation. Listed below are a couple of questions that can assist you know in case you are:

In case you reply sure to the above, you are positively able to shift to automated processes.

Advantages and challenges of automating the consulting course of 

We have appeared on the significance of automating your consultancy enterprise and learn how to know for those who’re prepared for the shift. Earlier than we wrap up, let’s rapidly take a look at the advantages and challenges of automating the consulting course of. 

Advantages of automating consulting

Let’s begin with the advantages of automation. Listed below are our prime three:

Challenges of automating consulting

Whereas automation has its many advantages, it additionally has some challenges. Listed below are essentially the most vital ones:

Your automation session is full

In case you’ve been questioning learn how to automate the consulting course of, we hope this text has helped. Keep in mind, automating the consulting course of has a number of advantages, with the primary ones being: streamlining your processes and rising effectivity, enabling you to scale simply with out rising your headcount, standardizing your workflows and deliverables.

That is why, if you have not but, it’s essential to consider your processes and think about automating a few of your repetitive duties. Automation will end in extra shoppers and increase your income. So, sure. Automating the consulting course of is certainly definitely worth the funding.


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