Consulting Resources: What We Use & Recommend

What consulting assets might help you develop your enterprise and prevent money and time — enabling you to run a seamless, stress-free enterprise?

Under we’ve curated our prime consulting assets primarily based on what we use ourselves and what probably the most profitable consultants in our Readability Teaching Program use.

Consulting Assets: Fast Hyperlinks

Consulting Assets: Our High Picks

Notice that in some circumstances we’ve got partnered with these corporations and those we use in our enterprise. Because of this should you select to additionally use these for your enterprise we might obtain a small referral payment from the corporate.

Buyer Relationship Administration (CRM)

HubSpot

• What It Is: HubSpot is a CRM platform integrating marketing, sales, and customer support options.
• How To Use It: We use HubSpot for monitoring gross sales alternatives and managing our pipeline. In the end, it helps us shut extra enterprise and enroll extra Clarity Coaching clients.
• Instance: As an alternative of monitoring their pipeline of their head, a leadership consultant makes use of HubSpot for his or her pipeline, leading to higher monitoring, extra follow-ups, and extra gross sales.

Capsule

   

• What It Is: Capsule is a user-friendly CRM system that helps you handle relationships, gross sales alternatives, and shopper histories. It’s additionally easier and cheaper than HubSpot.
• How To Use It: Consultants use Capsule to arrange shopper data, handle gross sales funnels, and hold an in depth file of interactions and calls.
• Instance: A manufacturing consultant who doesn’t want all the options of HubSpot makes use of Capsule as a substitute, serving to to construct and handle their consulting pipeline.

Pipedrive

• What It Is: Pipedrive is a CRM software targeted on gross sales administration and pipeline monitoring.
• How To Use It: Consultants use Pipedrive to handle their gross sales pipeline, observe leads, and optimize their gross sales course of.
• Instance: A business consultant makes use of Pipedrive to trace progress on varied leads, serving to to prioritize follow-ups, leading to a 20% enhance in closed offers.

Salesflare

• What It Is: Salesflare is an automatic CRM for small companies, emphasizing information entry automation and shopper follow-up.
• How To Use It: Like different CRMs, consultants use Salesflare to automate their lead monitoring and preserve organized shopper communications.
• Instance: A software consultant makes use of Salesflare to mechanically log shopper interactions from emails, offering a transparent historical past of communications and decreasing guide information entry.

 

Monetary Administration

QuickBooks

• What It Is: QuickBooks is an accounting software program designed for small to medium-sized companies. It presents bookkeeping, invoicing, monetary reporting, and extra — all the pieces a marketing consultant must hold observe of the monetary facet of the enterprise.
• How We Use It: We use QuickBooks for monetary monitoring, bill administration, and finances planning.
• Instance: A branding consultant makes use of QuickBooks to trace mission bills, bill shoppers, and handle taxes, saving roughly 10 hours per 30 days in monetary administration.

 

Undertaking & Process Administration

Asana

• What It Is: Asana is a mission administration software that helps companies arrange, observe, and handle their work.
• How We Use It: We use Asana to handle tasks: figuring out who does what by when. It helps us plan tasks, assign duties, and observe progress — serving to our crew talk higher and get issues executed on time.
• Instance: A nonprofit consultant makes use of Asana to handle a number of shopper tasks, assigning duties to crew members and monitoring deadlines to make sure on-time supply.

ClickUp

• What It Is: ClickUp is a collaboration and mission administration software that gives varied productiveness options, together with process assignments, doc administration, and goal tracking.
• How To Use It: Consultants use ClickUp for its mission administration capabilities, enabling them to arrange duties, collaborate with crew members, and observe mission progress.
• Instance: A fundraising consultant makes use of ClickUp to streamline mission workflows for a number of shoppers. By organising devoted areas for every shopper, they’ll assign duties, set deadlines, and observe progress in real-time, which improves mission administration effectivity and shopper satisfaction.

 

Lead Technology & Prospecting

Apollo

• What It Is: Apollo is a gross sales intelligence and engagement platform that mixes lead generation, e mail outreach, automation, information insights, and extra.
• How To Use It: Consultants use Apollo for focused lead technology, automating outreach campaigns, and gaining insights to enhance their gross sales outcomes.
• Instance: A B2B software consultant makes use of Apollo to establish SaaS founders, automates preliminary outreach, and personalizes follow-ups — leading to a 25% enhance in certified leads.

OptInMonster

• What It Is: OptinMonster is a lead technology software that creates engaging opt-in varieties and pop-ups to transform web site guests.
• How To Use It: We use OptinMonster on our website to encourage web site guests to sign up for our newsletter and get free resources. We additionally use it to A/B take a look at totally different copy and graphics to maximise our web site’s conversion charge.
• Instance: An operations consultant makes use of OptInMonster to create a pop-up providing an SOP playbook, which will increase their e mail checklist subscriptions by 75%.

Dripify

• What It Is: Dripify is a sophisticated automation software for streamlined lead technology by way of LinkedIn.
• How To Use It: Consultants use Dripify to automate LinkedIn outreach, handle prospects, and nurture leads in a customized means.
• Instance: An eCommerce consultant makes use of Dripify to automate connection requests and follow-up messages on LinkedIn, doubling their viewers in three months.

 

Electronic mail Advertising & Conversion Optimization

Keap (formerly Infusionsoft)

• What It Is: Keap is an e mail advertising automation software program designed for small and medium-sized companies — nevertheless it additionally integrates shopper administration and gross sales automation.
• How To Use It: We primarily use Keap to ship and automate emails to our checklist. We additionally use it to ship e mail drip campaigns for our books and courses. As well as, we construct touchdown pages with Keap which encourage individuals to enroll in our varied presents.
• Instance: A sales consultant makes use of Keap to ship their weekly e-newsletter e mail, permitting them to nurture and comply with up with their viewers at scale.

MailChimp

• What It Is: MailChimp is an easy e mail advertising platform that lets you create, ship, and analyze e mail campaigns.
• How To Use It: Up to now, we’ve used MailChimp to create e mail campaigns, handle our checklist, ship e mail blasts, and observe marketing campaign effectiveness. In case you’re a consultant looking to get started with email marketing, MailChimp is a superb selection.
• Instance: A marketing consultant makes use of MailChimp to ship a weekly e-newsletter with advertising suggestions, serving as their #1 supply of latest shopper inquiries.

VWO

• What It Is: VWO is an A/B testing and conversion optimization platform used for analyzing person conduct and bettering web site experiences.
• How To Use It: We use VWO to A/B take a look at totally different pages on our web site. It permits us to check totally different languages, graphics, and layouts to find out which variation results in probably the most conversions.
• Instance: A PR consultant makes use of VWO to check totally different touchdown web page designs, resulting in a 20% enhance in free consultations from their contact web page.

 

Communication & Collaboration

Zoom

• What It Is: Zoom is a video conferencing software that facilitates on-line conferences, webinars, gross sales calls, and collaborative classes.
• How To Use It: We use Zoom for crew conferences, teaching calls, and virtual masterminds. It’s a must have should you run a distant firm like ours.
• Instance: A construction consultant conducts weekly networking meet-ups on Zoom, serving to create new heat connections and getting launched to new potential shoppers.

Loom

• What It Is: Loom is a video messaging software that permits for fast creation and sharing of video messages, reducing down the necessity for conferences.
• How To Use It: Our crew makes use of Loom to ship personalised video messages to one another and shoppers. From mission updates to explaining ideas visually, it’s a software we use on daily basis to speak with one another.
• Instance: An ERP consultant makes use of Loom to create tutorial movies for shoppers, decreasing the time spent on one-on-one coaching classes by half.

Riverside

• What It Is: Riverside is a platform for high-quality podcast and video recording, providing studio-like recording capabilities.
• How We Use It: We use Riverside to host the Consulting Success Podcast. We additionally use it to edit the podcast and create podcast clips to share on Consulting Success TV.
• Instance: A co-packing consultant makes use of Riverside to file podcast episodes with business specialists, offering helpful content material to extend the dimensions of their viewers and enhance leads.

 

Social & Content material Creation / Administration

Canva

• What It Is: Canva is a user-friendly graphic design software that helps you create better-looking graphics: from shows to social media belongings.
• How To Use It: We use Canva to design varied graphics for our web site and social media. It helps us to create easy-to-edit templates that non-graphics designers can use to create engaging {and professional} artistic belongings.
• Instance: An HR consultant makes use of Canva to create visually interesting content material for his or her agency’s social media campaigns, enhancing model presence and viewers engagement.

HypeFury

• What It Is: HypeFury is a social media administration software designed to automate submit scheduling for varied platforms like Twitter, LinkedIn, Fb, and Instagram.
• How To Use It: We use Hypefury to schedule constant content material weeks prematurely. It permits our administrative crew to schedule the content material on behalf of the authors, saving the creator time.
• Instance: A research consultant makes use of HypeFury to every day posts on LinkedIn, rising their follower base by 35% in six months.

 

Whiteboarding

Miro

• What It Is: Miro is an internet collaborative whiteboarding platform that facilitates brainstorming, planning, and mission visualization.
• How To Use It: Consultants use Miro for distant crew collaboration, ideation classes, and mission planning, making brainstorming and technique classes extra interactive.
• Instance: A medical research consultant makes use of Miro to conduct distant planning workshops with shoppers, bettering mission readability and crew alignment.

Lucid Chart

• What It Is: Lucid Chart is a visible workspace that gives diagramming and information visualization to simplify advanced concepts and processes.
• How To Use It: Consultants use Lucid Chart to create flowcharts, process diagrams, and organizational charts, aiding in clear communication of concepts.
• Instance: A restaurant consultant makes use of Lucid Chart to map out a shopper’s community infrastructure, aiding in figuring out inefficiencies and planning upgrades.

 

Information Evaluation & web optimization

Ahrefs

• What It Is: Ahrefs is an SEO software that gives key phrase analysis, content material evaluation, and competitor monitoring capabilities.
• How To Use It: As a enterprise that focuses on content material and inbound advertising, we use Ahrefs to plan our editorial calendar, observe our key phrase rankings, and analyze what opponents are doing. We additionally use it to assist our shoppers with their web optimization in our Clarity Coaching Program.
• Instance: An operations consultant makes use of Ahrefs to establish high-potential key phrases for his or her consulting web site, leading to a 50% enhance in natural site visitors inside three months.

Google Analytics

• What It Is: Google Analytics is an online analytics service that tracks and experiences web site site visitors, offering insights into person conduct and web site efficiency.
• How To Use It: We use Google Analytics to know who’s visiting our web site, the place they’re coming from, and what they’re doing on it. It helps us make data-driven selections on what to check or how we will enhance the web site and weblog.
• Instance: A digital transformation consultant makes use of Google Analytics to research buyer buy conduct, serving to shoppers optimize their gross sales funnel and enhance conversion charges by 30%.

 

Web site Domains & Internet hosting

WordPress.org

• What It Is: WordPress.org is an open-source content material administration system that permits customers to construct and handle web sites with flexibility and a variety of plugins.
• How To Use It: We use WordPress to energy our weblog and varied membership web sites for our packages. We additionally suggest that our shoppers use WordPress for his or her consulting websites as a result of it’s the most effective platform for managing content material.
• Instance: A WordPress consultant designs a customized WordPress website for an area retailer, creating e-commerce capabilities that result in a 40% progress in on-line gross sales.

LiquidWeb

• What It Is: LiquidWeb is a internet hosting firm recognized for its high-performance managed internet hosting options, together with devoted servers, VPS internet hosting, and cloud providers.
• How To Use It: We’ve been utilizing LiquidWeb for a few years to host our weblog and membership web sites for our packages.
• Instance: A financial software systems consultant migrates a shopper’s resource-heavy software to LiquidWeb’s devoted server internet hosting, leading to improved website pace and a 20% discount in downtime.

NameCheap

• What It Is: NameCheap is a site registrar and webhosting firm providing inexpensive area registration, internet hosting providers, and privateness safety.
• How To Use It: Use Namecheap if you might want to purchase a site identify to your consulting website.
• Instance: A life sciences consultant makes use of NameCheap to safe their area identify, guaranteeing an expert net presence at a minimal price — and permitting them to get began on constructing their consulting web site.

 

Freelancers

Fiverr

• What It Is: Fiverr is an internet market that connects companies with freelancers providing a variety of providers like graphic design, digital advertising, writing, and programming.
• How We Use It: We’ve used Fiverr to outsource many various graphic design duties like book covers and PDF designs. As an alternative of hiring a full-time graphic designer, we merely rent them once we want them.
• Instance: A data consultant collaborates with freelance graphic designers on Fiverr to create visually interesting advertising supplies and information for a marketing campaign, leading to a extra skilled model and better impressions.

Study To Use These Consulting Assets To Develop Your Enterprise

Marketing consultant, keep in mind this: the worth of those consulting assets and instruments lies within the talent of who makes use of them.

Proudly owning the precise instruments is simply half the battle.

The actual problem is utilizing these instruments to create the expansion you want in your consulting enterprise.

So should you’re seeking to learn to use these assets to construct a extra strategic, worthwhile, and scalable consulting enterprise, we might help.

In our Clarity Coaching program, we’ve helped over 1000 consultants to construct a extra strategic, worthwhile, and scalable, consulting enterprise.

LEARN MORE ABOUT CLARITY COACHING

We’ll work hands-on with you to develop a strategic plan after which dive deep and work by way of your splendid shopper readability, strategic messaging, consulting presents, charges and pricing, enterprise mannequin optimization, and enable you to arrange your advertising engine and lead technology system to constantly entice splendid shoppers.

You’ll learn to generate extra revenue with each mission you tackle — and learn how to land extra shoppers than ever earlier than. Learn more about Clarity Coaching and get in touch to talk about your situation and goals.