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Process Optimization: 5 Tips To Becoming Your Clients’ Superhero

Optimizing your client’s processes and workflows is what drives you. Through strategy, planning and carefully selected solutions, you delight those you help – making their safety, production and administration more effective and easier to manage.

If you can relate, this blog post is for you. 

We’ve just launched our Consulting Partner Program to celebrate those who give businesses that special something. To complement the announcement, we’ve assembled some tips on how to build a stronger consulting business and become even more of a hero in your clients’ eyes.

What Is Process Optimization?

Simply put, process optimization is the refinement of outdated or wasteful processes. The goal: to save time and money while boosting efficiency.

In practice, it can get complicated. Especially when a business owner is trying to streamline their own business. Sometimes they’re too close to the problem –  which is why good optimization consultants will always have a special place in our hearts here at Appenate.

We’ve seen consultants optimize cumbersome paper-based processes for their clients through solutions created on our platform. Here’s an example of how one of our Partners helped a business increase its incident reporting rate, ultimately leading to a safer workplace and reduced costs.

5 Tips To Provide A More Successful Consultancy Service

Here are five tips that’ll help you deliver even more value to your customers as you help them. It’s our hope that at least a few of these will be new to you 😉

1. Assemble A List Of Tools

A banner showcasing various process optimization tools on a mobile phone
One of the core services you can offer is connecting clients to the right tools. That’s why great care should be taken to build a list that’ll help your clients with their core problems. 

If you don’t have a list yet, a good way to get started is to do a web search for the problems you solve. Interspersed among search results you should find a few viable solutions – but make sure to test these solutions. Just because their web page ranks doesn’t mean the platform itself is any good.

This is unpaid work and it can feel pointless sometimes, but there’s value in collecting and getting to know great tools. One benefit is that in your initial consulting session with a new client, you’ll be able to recommend solutions right away. That sort of up-front value can get clients over the line and clinch the sale. 

Tools that integrate well with others are a bonus. We have a list of tools we integrate with already – but we’re always open to new suggestions too. 

For better reporting, we integrate with PowerBi. For file storage & sharing, there’s Google Drive, Dropbox & Egnyte

We even have a ready-to-go integration with Salesforce

For more, check out our integrations page here.

2. Build An Extra Revenue Stream With Referral Commission

While building your tool list, remember to keep a lookout for referral kick-back schemes for the tools you use. An extra, recurring revenue stream can be a tremendous help in leaner months. 

Think about how many clients you serve every year? What if you could gain a small amount of recurring revenue for each client? 

Appenate, for example, pays their Consulting Partners a  recurring commission on each referred client – without charging the client extra. So, depending on the size of the company, you could get a nice boost to your monthly earnings for as long as the customer uses Appenate. 

We appreciate that your first priority is finding an ideal solution for the job. We’d hate to affect your transparent relationship with your client. That said, we also like to reward loyalty and don’t believe there are many customers out there who would begrudge you a kickback where it’s duly deserved 😊

So always be upfront with the client – let them know that you get commissions from some of the tools you recommend, but that it doesn’t influence your recommendations in the least.

3. Sell Results, Not Services

A common mistake many people make is to sell their services. Clients rarely respond to that – they care about results. About what’s in it for them. 

So if you have a good track record, flaunt it. Gather hard stats and testimonials to show to potential customers. For example, by how much in % have you raised their efficiency? What’s the $ value of the increased production? How has their data visibility or reliability improved and brought their loss or waste % down? 

Gather results like these and use them in both your marketing efforts and sales calls –  you’ll be sure to close more deals in the end. 

4. Cut Ties When You Need To

Bad clients don’t just drive up your stress levels – they can actually damage your business. If you find yourself with a client who always pays late, demands more time than their fee justifies and is all around just a pain in the butt, ditch them. 

There are always more customers to find down the road. And the time you currently spend on bad clients could be better utilized to find and serve the good ones. 

Not only will you reduce your stress levels, but you’ll most likely end up with a stronger, steadier cash flow. 

The reality is, however, that you can be dependant on bad clients at times. If this is the case, here’s a helpful article on the subject. Use it to make sure you’re handling them as best you can. Good luck – sincerely. While we appreciate every single Appenate customer, we’ve had our fair share of difficult ones (who hasn’t 😉).

5. Nothing Wrong With A Valuable Upsell

Ever felt sad when a job with a great client comes to an end? 

That’s about the perfect time to hit them with an upsell…

If, during your contract, you noticed another way you could help them. Don’t be afraid to pitch the idea – if it helps you and it helps them, why not? 

Upsells can happen pretty much at any time within your relationship with the customer. If you notice additional inefficiency right off the bat, drop a hint that it may be worth looking at later. 

A customer will often be more receptive to an upsell if they’ve already seen positive results from your services – so stick to giving a hint for starters – the hard upsell can come later.

If you’re interested in learning more about the art of the upsell, Autogrow has a great post on how it transformed their business.

How Appenate Helps To Streamline Processes

Appenate is a mobile form builder and task management solution that can be applied to a wide variety of scenarios. We’ve seen our platform used for everything from agriculture to airport security. 

Here are a few examples of how Appenate has helped.

Better Safety Incident Reporting

Safety is a serious topic at the best of times. A lack of proper reporting can land your client in major trouble – or even cost a life. 

One of our Consulting Partners, mentioned earlier, recently helped a client raise their incident reporting rate by switching from paper to mobile forms. It seemed like the only thing slowing down incident reporting was the laborious process. 

This ultimately helped the client to better identify safety hazards and create a safer workplace – and made our partner look like a star 🤩

Quicker Turnover

One Appenate customer delivered a highly specialized and strictly monitored service to industrial clients. This meant lots of paperwork – and plenty of chances for this paperwork to get held up or lost altogether. 

By introducing Appenate, delays involving paper were minimized. Jobs were completed faster and, in turn, cash flow improved. 

These are just two examples amongst many. For more, take a look at our case studies here (be sure to check the menu drop-down too for more in-depth case studies).

Examples Of Apps Created On Appenate

We’ve seen our platform adapted to a wide variety of scenarios. To list each one individually would be impossible.  

That said, here are some of the more common uses we’ve seen – we hope they spark ideas. 

  • Timesheets.
  • Service invoices.
  • Inspection checklists.
  • Order forms.
  • Log sheets.
  • Accident reports.
  • Audit forms.
  • Maintenance tasks.
  • Work orders.
  • And so much more… 

Check out our App Examples page for more.

When you’re busy streamlining your clients’ various, in-depth processes, it’s hard to find the time to build apps for them. That’s why these examples are so helpful. 

Within the Appenate platform, as of writing, there are 192 example apps ready to be adapted to your client’s specifications and copied to their account for immediate use.

Is Appenate A Good Partner For Your Business? 

When it comes to your ‘consultant toolkit,’ only the best will do. Making your clients smile is what it’s all about, after all. 

As a tried and tested no-code platform for building data-driven business apps, Appenate is certainly worth considering. 

Simply sign up for a free trial (bottom of the page), with free support and training, and see if we’re a fit for your business and, more importantly, your clients. 

The terms of our Consulting Partner Program are as follows: 

  • You’ll get a free guide and one-on-one training to kick off your journey with us.
  • You’ll get a free master account – after passing an assessment – for managing and distributing your clients’ apps. 
  • You’ll get 15% commissions every month your clients stick with us. 
  • We handle all the billing and technical support so you can focus on creating solutions for your clients.

Not ready to start your trial? Contact us on hello@www.appenate.com with any questions you may have. We’d love to hear from you.