Capture customer feedback instantly with simple but effective feedback widgets. Improve your product by listening to your users. Tailored for consulting & professional services companies to address industry-specific challenges.
Professional services firms rely on project management, time tracking, knowledge management, and client collaboration platforms. Consultants who bill by the hour have zero tolerance for software that slows them down, and firm-wide tool adoption directly impacts profitability.
Consultants resist new tools that add overhead to their billable work
Knowledge management systems go unused, causing teams to repeatedly reinvent solutions
Time and expense tracking compliance is low, impacting revenue recognition and client billing
Client collaboration portals have low adoption, increasing email volume and misalignment
Customer feedback is the key to a successful business. Listening to and acting on feedback makes customers happier.
Instant Feedback
Contextual Information
Integration Hub
Guide consultants through project setup, milestone tracking, resource allocation, and status reporting in the PM platform. Show consultants that the tool saves more time than it costs by automating the reporting they currently do in spreadsheets.
Walk consultants through searching the knowledge base, contributing deliverables, and leveraging templates from past engagements. Demonstrate that the knowledge system surfaces relevant past work faster than asking colleagues or searching shared drives.
Help both consultants and clients use the collaboration portal for document sharing, approval workflows, and project communication. Reduce email dependence by making the portal the most efficient communication channel for project-related interactions.
Time entry compliance rate
Knowledge base contribution rate
Client portal engagement
Project management tool utilization
Consultants adopt tools that make them more effective, period. Tours must demonstrate immediate time savings. Show a consultant how the PM tool auto-generates the status report they spend 30 minutes writing every Friday. Show how the knowledge base surfaces a relevant past proposal in seconds. ROI must be obvious and immediate.
Yes. Contextual reminders that prompt time entry at natural workflow breakpoints (end of meeting, project milestone completion) are more effective than weekly nagging emails. Smart tips that suggest time entries based on calendar events and project activity reduce the perceived effort of tracking time.
The client onboarding tour should be brief and focused on the client's perspective: where to find deliverables, how to provide feedback, and how to track project progress. Clients who see the portal as more convenient than email adopt it willingly. The tour must be polished since it represents the firm's brand.
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