10 Customer Tools For Business Consultants

July 26, 2022

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

The best customer tools for business consultants can elevate your consulting business and make it more efficient. If you are constantly looking for new ways to drive operational efficiency and streamline your workflows, you need to take some of the tools on our list for a test drive. With an abundance of tools on the market, there is no shortage of options to choose from.

The tools on our list have been designed to make your life as a consultant easier by automating tasks, improving communication, and providing insights that can help you better serve your customers. If you are serious about taking your consulting business to the next level and achieving operational excellence, you need to use some of these tools for business consultants.

How can tools for business consultants impact the bottom line?

Understanding how to harness automation is often the difference between a successful consulting business and one struggling to scale. The tools on our list can automate repetitive tasks, freeing up your time to focus on strategic work that will grow your business. If you are not using these tools, you are missing out on major opportunities to optimize for efficiency.

Tools For Business Consultants (10 Options)

1 - StartingPoint

StartingPoint is an all-encompassing workflow management platform. With everything under one roof, you can centralize team communication and bring a sense of focus to your operations. Using StartingPoint, you can embrace workflow automation to eliminate repetitive and tedious tasks. We make it easy for you to develop and deploy automated workflows in just a few clicks.

This platform is perfect for ambitious business consultants that are trying to juggle an ever-growing list of customer demands. With StartingPoint, you can take full control of your workflows and get a clear picture of what needs to be done at any given time. With a range of project management features included, you are well-equipped for operational excellence.

2 - Calendly

Calendly automates the appointment booking process for business consultants. It integrates with your email and calendar to provide a seamless experience for customers looking to book appointments. If you are struggling to stay organized, Calendly is a must-have tool. You can centralize all appointment bookings in one location and sync it with your existing calendar.

3 - Loom

Loom is on the rise! Business consultants cannot get enough of this video messaging tool. Loom allows you to record video messages and send them to customers via email. This is an excellent way to provide quick updates, give feedback, or provide training materials. Videos are easy to consume and can be an engaging alternative to traditional text-based communication.

4 - Google Drive

No modern tech stack is complete without Google Drive. Business consultants use Google Drive to store and share files in the cloud. This is an effective way to keep your team organized and reduce the need for paper documents. Google Drive also provides real-time collaboration features - which are useful for consultants looking to streamline customer communication.

5 - Lemlist

Lemlist is an email automation platform that is well-suited to the needs of business consultants. The platform enables you to build personalized email outreach campaigns from the ground up. From automated follow-ups to cross-channel outreach, Lemlist pushes the potential of your campaigns further and gives you the features needed to stand out from other consultants.

6 - Slack

Slack is a communication tool that has taken the business world by storm. It allows you to create channels for different projects, groups, or topics. This is an excellent way to organize customer communication and keep track of conversations. Slack also integrates with a variety of applications - making it a valuable tool for business consultants.

7 - Canva

Canva is a free design tool with a broad range of templates for business consultants to choose from. Whether you are trying to create social media graphics, presentations, or documents, Canva offers hundreds of eye-catching templates to fuel your creativity and kickstart the design process. With this platform, you can quickly pull together a business presentation or proposal.

8 - Hootsuite

Hootsuite is a social media management tool that allows business consultants to monitor multiple social media accounts in one place. With Hootsuite, you can track your brand mentions, analyze social media analytics, and schedule posts in advance. This is a useful tool for business consultants who want to post large volumes of content across multiple platforms.

9 - Later

Much like Hootsuite, Later is a social media management tool that allows you to schedule posts in advance. Later is well-equipped to handle LinkedIn - which is an important platform for many business consultants. With Later, you can visually plan your feed, track your analytics, and find new hashtags to reach a wider audience.

10 - Zoom

Zoom is a quintessential tool for business consultants. It allows you to host video conferencing, webinars, and screen-sharing sessions. Zoom is an excellent way to stay connected with customers - even if they are located in different parts of the world. You can also use Zoom to record sessions - which can be invaluable for reviewing customer feedback.

Unlock Operational Excellence with StartingPoint

If you are a business consultant, you should leverage StartingPoint to unlock operational excellence. For many, this is the missing piece of the puzzle. StartingPoint brings clarity to your workflows and creates a centralized location for productivity. With everything in one place, you can focus on what matters and have confidence in the system powering your operations.

‍Simply sign up for free and start using our platform right away!