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Automate the Consulting Course of in 7 Steps


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

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

So the large 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, change into extra environment friendly, and generate extra income. The consulting business should not be any completely different.

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

One of the crucial 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 enterprise.

To get began automating the consulting course of, you will need to analyze your shopper’s enterprise processes and comply with these steps:

Perceive the present processes

Audit your shopper’s current enterprise processes. Doing it will mean you can see inefficiencies within the course of which you could enhance with automation. 

Outline the maturity of your shopper’s enterprise

Utilizing a maturity evaluation, gauge the maturity of your shopper’s enterprise in numerous areas. This offers you 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

Determine ache factors and challenges

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

Recommend enhancements inside their particular framework

After you have the knowledge from the primary three steps, you may generate a report together with your findings and suggestions. 

marketing assessment report survey anyplace

Supply: Survey Anyplace

You’ll be able to automate your reporting actions, too.

Implementing your recommendation

Now, it is time to implement your recommendation. Relying on the complexity of the business, you may anticipate to be hands-on in some elements of the implementation. Outline the steps you wish to take collectively together with your shopper. This half will principally be a guide course of.

Following up

As soon as your shopper has carried out your recommendation, comply with 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 shopper (or their crew) finds the brand new course of simpler or extra sophisticated.

Repeatedly enhancing the method

As a residing entity, your shopper’s enterprise will frequently be evolving. In case you’re doing a very good job, you will want to judge and enhance the processes repeatedly. 

A lot of the steps above could be automated, serving to you eradicate guide work. 

Why automate the consulting course of?

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

Consulting is likely one of the industries that thrive on one-on-one interactions with shoppers. 

So would not that imply automation will do extra hurt than good? Received’t you lose shoppers since you’ll have much less private contact with every shopper?

By no means. Let’s take a look at a couple of the reason why automating the consulting course of is important.  

Observe digital transformation tendency

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

Be a pioneer

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

Secondly, you’ll set a very good instance to your shoppers as effectively.

Save money and time

One of the crucial vital benefits of automation is that it saves you time spent doing guide work. Because of this, it frees up your time to do extra strategic work, be extra artistic, and tackle extra shoppers. Because of this, you get to save cash and, finally, improve your income.

Restrict headcount

Staffing overheads are probably the most vital bills companies undertake. Lowering them results in a rise in income. And that is precisely what automation lets you do — scale back your headcount. 

Enhance shopper expertise

Your consultancy enterprise wants one major ingredient for it to succeed — shoppers. And one of the best ways to retain shoppers is by giving them an distinctive expertise. Buyer expertise (CX) has change into a major 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 means of making certain that you simply present top-notch shopper experiences.

Higher course of transparency

Automation makes your outcomes extra quantifiable. It allows you and your shoppers to grasp your processes and measure outcomes higher. That is due to analytics engines that assist with measuring and reporting your vital KPIs.

Standardize deliverables

Standardizing your consulting deliverables is a necessary a part of streamlining your enterprise and rising your effectivity. Automation lets you package deal your providers higher and create standardized deliverables. Each will assist reduce the guide work that often goes into tailoring packages and deliverables. It additionally helps velocity up your course of.

Scale your enterprise

Due to the time saved and the guide work decreased by automation, scaling turns into simpler. Not solely does automation mean you can scale by taking over extra shoppers, it additionally lets you improve the packages and providers you provide.

Leverage your information to ascertain 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 permits you to:

  • Set business benchmarks
  • Share aggregated information within the type of business experiences 

You’ll be able to leverage these (and extra) information assortment benefits to ascertain your self as a thought chief in your vertical.

As you may see, there are innumerable the reason why you must 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 already know the significance of automating the consulting course of, let’s begin with an instance, after which check out the seven steps that will help you accomplish that.

So let’s get you ready and try the seven steps to beginning your individual digital transformation.

1. Assess your want for automation and establish alternatives

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

  • Analyzing what you are at the moment working
  • Analyzing the period of time you spend on completely different duties
  • Analyzing which areas could be improved

To finest establish processes which you could automate, verify for these which might be rule-based. These are processes that comply with 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 establish automation processes and alternatives. 

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

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

Now that you have assessed your enterprise course of and recognized automation alternatives, it’s good to resolve how you will implement automation.

It’s worthwhile to work out an automation plan primarily based in your information and experience.

Listed below are a couple of pointers that will help you with this step:

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

To raised plan to your automation, you will need to first create an summary of the components of your course of that may be automated. It will assist in case you additionally thought-about how:

  • They’re related
  • They relate to one another
  • They impression and affect the shopper’s expertise

Doing this ensures that your automated sequences are environment friendly and lead to a very good buyer journey.

Make a plan for every step you wish to automate

After getting an summary of the components of the method you wish to automate, it’s good to plan methods to automate them. A number of pointers right here embody: 

  • Calculate automation potential. Simply because you may automate a specific step of the method does not imply you must. Weigh the advantages of automating it and think about if automation can have sufficient momentum to be price it.
  • Resolve in your price range. Automation instruments come at a value. Take into account when you have the price range to automate each side that may be automated. If not, prioritize people who offers you the most effective return on funding (ROI).
  • Outline the functionalities you want (methodology). Defining the functionalities you want will show you how to map a blueprint of how you will implement automation for every step.

3. Determine the most effective 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 establish the instruments that can show you how to pull it off. To do that, analyze a set of appropriate instruments that suit your price range. As soon as you have shortlisted the absolute best candidates:

  • Take a look at number of know-how. Join free trials of the instruments you are involved in and check them totally. This can show you how to establish people who fit your state of affairs finest. In case you’re doubtful, schedule a demo name with the most effective software program candidates, to be able to ask extra in-depth questions.
  • Choose closing automation instrument(s). As soon as your checks are full, choose your closing number of instruments. Be certain they work effectively collectively and combine together with your present instruments.
  • Implement instrument(s) into your course of. Implement your new instruments into your enterprise course of and monitor their efficiency. 

Bear in mind, not all automation instruments are constructed the identical. The success of your automation program relies on discovering the suitable instruments for your enterprise.

4. Set up an automation workflow

Automation is not computerized. To work successfully, you will need to set up an automation workflow that ensures all of the items of your course of effortlessly work in sync. To do this, you will need to begin by defining the actions that will probably be automated and people that can keep guide. Subsequent: 

Combine automated and guide duties to optimize your workflow

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

Arrange an accessible process that you simply (and your crew) can fall again on

Create a doc that outlines how you will use the brand new automation course of. Be certain that everybody in your crew is aware of methods to use the automation instruments you will be utilizing. If crucial, put money into coaching to assist them get to hurry rapidly. 

As a result of instruments can generally fail, you additionally must outline the process to maintain thighs flowing when that occurs. Once more, make this simply accessible so everybody in your crew 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 onerous work has been achieved within the planning phases, and all it’s good to do now’s deploy your automation instruments. As soon as you have achieved that:

Observe up on the implementation carefully

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 components at fault and why they are not enhancing 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 distinct automation instrument.

Talk the change in workflow internally and externally

A vital side of efficiently implementing your automation course of is speaking the workflow change with all stakeholders. This implies speaking together with your workers (internally) and your shoppers (externally). Everybody ought to know what to anticipate to make sure a clean transition.

6. Measure adjustments and efficiency

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

measure automation performance

Supply: SweetProcess

It’s worthwhile to 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 will help you hold monitor of your most essential metrics. Because of this, information assortment and evaluation change into a lot simpler.

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

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

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

7. Consider and mitigate dangers

Simply since you’ve pulled off a profitable digital transformation technique does not imply you may sit in your laurels and anticipate the most effective. Nice as know-how is, it is also vulnerable to error.

That is why you will need to consider your automated course of and establish any potential dangers. Doing so will show you how to mitigate these dangers and put contingency plans in place. A number 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 will must train a little bit of endurance on this regard.
  • Take into account 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 enterprise?
  • Potential lack of personalization. One factor folks worth in session is the non-public contact. Take into account if shifting to an automatic course of has led to a loss in personalization. 

As you already know, getting into new frontiers at all times carries some danger. That is why you will need to at all times consider your automation course of and search for danger elements. Doing so will assist mitigate them and guarantee a clean stream of your enterprise.

Instance of automation

To be able to make this extra tangible, let’s have a look at an instance. 

One of many first and most essential phases within the consulting enterprise is getting shoppers. To be able to obtain this, it’s good to persuade prospects that you simply’re the only option. 

Step 1: Assess your want for automation

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

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

You will have sufficient expertise to know what inquiries to ask, and which replies chances are you’ll anticipate. So, you may provide your shoppers an internet questionnaire (automation #1) that robotically generates a shopper 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 an instantaneous overview of what your prospect is on the lookout 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 venture. 

Step 3: Determine the most effective automation instruments

You’ll must put appreciable effort and time into creating a very good questionnaire and linking a custom-made report back to it. Discover the suitable evaluation software program to your automation plan. 

Step 4: Set up an automation workflow

Not each exercise on this section must be lined by the evaluation or the report. Be certain to outline the place you favor human contact over automation to create a balanced dialog with the prospect or shopper. 

Step 5: Implement the automation course of

In case you discovered an evaluation software program to create a shopper wants evaluation and a custom-made 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 quicker tempo, now that you simply’ve automated this a part of the method? Are shoppers supplying you with constructive suggestions about your personalised experiences? Is there an effectivity win: do you have got 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 into consideration? Ask your crew and shoppers for suggestions. Flip again to guide processes the place automation has not confirmed to be efficient.

Conditions of automating consulting

When contemplating methods to automate consulting, it is simple to suppose you may automate each course of. It is also tempting to suppose each sort of consulting enterprise can profit from any type of automation.

Each situations aren’t true.

It’s worthwhile to fastidiously think about your sort of consulting enterprise and the stipulations required for automation. In fact, the principle one is that it’s good to be prepared for automation. Listed below are a couple of questions that will help you know if you’re:

  • Are your processes clearly outlined and standardized?
  • Do you have got the assets (time, monetary and human) to implement such invasive adjustments?
  • Is your enterprise steady sufficient to hold a digital transformation?
  • Are your shoppers prepared for automation?

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

Advantages and challenges of automating the consulting course of 

We have seemed on the significance of automating your consultancy enterprise and methods to know in case you’re prepared for the shift. Earlier than we wrap up, let’s rapidly have 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 high three:

  • Scaling with out rising headcount. That is in all probability the largest profit you get from automation. With so many guide duties taken care of effectively and speedily, you will have extra bandwidth for development while not having so as to add on any new crew members.
  • Proving your digital maturity. Being within the digital age, your shoppers have in all probability already embraced 4IR. So after they search for a marketing consultant to assist with their enterprise, they’re going to belief one who has moved with the occasions. That is why proving your digital maturity is a necessary side of gaining your prospects’ belief.
  • Standardized workflows. Standardizing your workflow lets you set clear expectations to your shoppers. It makes it simpler so that you can paint an image of the outcomes your shopper will obtain. It additionally helps you leverage shopper testimonials to market your self as you may confidently pitch the identical outcomes to your prospects.

Challenges of automating consulting

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

  • Sustaining a private relationship with shoppers. Interacting with shoppers 1-on-1 is a necessary side of working a profitable consulting enterprise. To make sure you do not lose this important ingredient, be deliberate in planning for moments that can show you how to keep private relationships together with your shoppers.
  • Lack of human contact. One hazard of automating the consulting course of is the lack of the human contact. Nevertheless, that is often the results of implementing automation fallacious. You’ll be able to lose the human contact in case you fail to personalize your automated interactions with shoppers. 
  • Advanced processes might require superior automation. Whenever you’re in a posh subject, your processes are sure to be extra sophisticated. This can require superior automation, which is able to lead to the price of automation being greater.

Your automation session is full

In case you’ve been questioning methods to automate the consulting course of, we hope this text has helped. Bear in mind, automating the consulting course of has a number of advantages, with the principle 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, you will need to consider your processes and think about automating a few of your repetitive duties. Automation will lead to extra shoppers and enhance your income. So, sure. Automating the consulting course of is certainly definitely worth the funding.



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