May 27 2023 7 min to read

Consultants

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As a business consultant, GoalEnvision is invaluable in ensuring that your work produces desirable results for your clients. With GoalEnvision, you can help companies set clear and measurable goals that contribute to growth and profitability, and monitor their performance and progress to ensure that resources are used effectively.

We all know how it is. You step in as a business consultant, ready to change the world, or at least your client's business. But amidst all the brilliance - strategies, change plans, streamlining - you get stuck in that perpetual chaos: documentation. Customers demand insights, results and a clear roadmap, and you want to deliver. But how do you ensure that every brilliant idea is documented, followed up and valued? The answer: GoalEnvision - your new best friend in the consulting world.

The documentation that impresses

Let's be honest, documenting your work as a business consultant is not the most fun part of the job. But what if it could be easy, efficient and super professional at the same time? GoalEnvision helps you create order out of chaos. Instead of juggling endless Excel sheets, email threads and half-finished notes in Google Docs, you can now have everything in one place - neat, tidy and easy to understand.

By using GoalEnvision you can:

Document every step of the process from first client meeting to final evaluation, so nothing falls through the cracks.
Automatically generate reports that your customers will love. Imagine a dashboard where every goal, action and progress is presented visually, so simple that even the board can understand it.

And when the client sees this structure and order, you can bet they'll appreciate you in a whole new way. You don't just become the consultant who delivers - you become their star.

How GoalEnvision creates loyalty

But it's not just about documentation. Customers want more than results - they want to feel part of the process. This is where GoalEnvision becomes your secret superpower to create a loyal relationship with your customer.

With GoalEnvision's interactive platform, you as a consultant can become an active partner in every step of the work:

Participate in discussions, answer questions and engage in customer decisions through GoalEnvision's discussion and activity features. When you show that you're not only delivering solutions but also there to discuss and support, you build a bond of trust and loyalty that lasts long after the project is complete.
Be there in real time when the customer is carrying out activities. GoalEnvision allows you to directly follow up and comment on workflows and actions, so you can always provide feedback when needed - and prove you're the right consultant for future collaborations.

Customer appreciation: more than just a thank you

Loyal customers mean more than just satisfaction. They talk. They recommend. And if you deliver an experience using GoalEnvision as a tool, you can be sure your name will spread faster than the latest trend on LinkedIn. Because when the customer sees how easy and smooth the whole process becomes - from planning to follow-up - with everything documented and every question answered, they won't just say thank you. They'll see you as indispensable.

They'll know that with GoalEnvision, you give them something more consultants can't: structure, insights and constant presence. And that's something they'll remember - and talk about - long after the project is done.

🌟 Explore GoalEnvision - Your path to strategic success 🌟

Want to take your business strategy to new heights? GoalEnvision offers an intuitive solution for setting and tracking goals, leading to measurable progress and success. Whether you're a seasoned leader or new to strategic planning, GoalEnvision is designed to meet your unique needs. Start your journey towards strategic triumphs - try GoalEnvision for free today!

Start your success journey with GoalEnvision now!

Target management and follow-up - your guide throughout the project

One of the most powerful features of GoalEnvision is its goal management system. Here, you as a consultant can easily set specific goals for your work with the client and link these to concrete strategies and activities. The system makes it possible to:

Define clear goals and define conditions, with each goals presented in an easy-to-understand way.
Link activities to the goals, so that both you and the customer always know what needs to be done to achieve success.
Automatic progress tracking, where the system visualises how close you are to achieving the goals. This gives both you and the client a clear picture of the status of the project at any given time.

This feature makes it easy to stay up to date and show the customer that you are moving forward in the right direction.

Interactive discussion forums - for better collaboration

Tasks and discussions

GoalEnvision's discussion feature allows you to be more engaged in your collaboration with the customer. By using the integrated discussion forums, you can:

Participate in real-time discussions where both you and the customer can ask questions, share insights and solve problems together. This ensures that everyone is on the same page, even as the project evolves.
Organise feedback and comments, avoiding long email threads and lost information. All discussions are gathered in one place and linked directly to specific objectives or activities.
Clear accountability, as each comment can be directed to a specific person or group, facilitating decision-making and further action.

This feature helps you to keep a close dialogue with the client and allows each part of the project to be easily adjusted and discussed as it progresses.

Resource allocation - the right resources in the right place

organisation chart

As a consultant, you often need to manage resources to ensure the client reaches their goals. GoalEnvision's resource allocation tool makes this easier than ever by:

Visualising which resources are used where, allowing you to optimise both time and costs. This may involve allocating labour, budgetary or technical resources in a way that maximises efficiency.
Monitor resource utilisation in real time and adjust as needed. This helps you ensure that no resources are over- or under-utilised, resulting in a more cost-effective project.
Simplify resource prioritisation, so that everyone knows what's most important and where resources are doing the most good.

This tool gives you better control over the project's execution and allows you to show the client that each resource is being used in a smart way.

Automated reports and analyses - real-time insights

expert review

Being able to deliver clear and easy-to-understand reports is an important part of a consultant's work. GoalEnvision makes it possible to create automatic reports and analyses that show how work is progressing. Here you get:

Quick overviews of goals and activities, where the system automatically summarises progress, budget usage and resource allocation in neat and easy-to-understand reports.
Deeper analyses that help you identify any problem areas, risks or bottlenecks in the project. These insights allow you to be proactive and solve problems before they get bigger.
Flexible reporting options, where you can choose to present data visually or in text form depending on the client's preference.

This feature makes it easy to keep the customer updated and gives you the tools to deliver concrete results and insights.

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