40 Consulting Tools To Grow Your Consulting Business [2022 Edition]

If you’re planning to start an online consulting company, you’ll likely have to use many online tools to aid in the growth or expansion of your enterprise.

I still remember the day I began on this journey eight years ago.

The first tool I tried is Google’s collection of software.

It’s referred to as Google Suite.

Google drive is the name of the game. It provides google drive, email and other tools popular with Google, which will ease your work when you’re trying to establish the online consultancy business of your dreams.

I’ve discovered that software and consulting tools have aided in the growth of our company from a small 1000-dollar business to make it a six-figure over the business.

This is why I wanted to write this piece in order to assist you by sharing the knowledge and use that I’ve experienced using these tools.

In addition, I will reveal the scale at which these tools work most efficiently.

Therefore, something that works for hundreds of users will not be effective when you reach thousands of users.

1. Blue Yeti Mic:

I’ve been conducting webinars and making audiobooks. I have also used it to make conference calls, and this blue yeti microphone has been performing well for me throughout the time. The best thing about this microphone is that you won’t hear background noise using this microphone.

If you’ve listened to some of the recordings I’ve made, software, or any courses I’ve conducted, the recordings were made on the Blue Yeti mic. I’ve tried a wide range of programs on the market, and the audio quality captured by this microphone is extremely excellent.

I would suggest you purchase a phone if you’re one who has to make many client calls or sales calls, as well as recordings.

It’s far superior to the microphone of the earphones that most people use.

2. UseLoom:

When you’re managing a team distributed across 7 countries, you will need numerous devices to show what’s going on in your screen and how things are working.

There are occasions when you’re looking to make to a specific point, but the only option is to make the phone.

However, for the sake of efficiency, that isn’t the best choice for everyone.

In these instances, it is recommended to use UseLoom, which lets me create short screen recording videos, which I can create by being my face on watching the recording screen in a beautiful audio/visual format.

The most amazing feature I love with Useloom is the fact that users only have to take a video, and it’ll be uploaded automatically to your account. You are able to send it to your colleagues or other people using an online watching URL link.

You won’t be faced with the burden of managing large audiovisual media files.

In our business, it aids us to manage our internal work and deal with issues with customer support.

3. Zoom:

I began working online when Skype was an option and became very popular.

In the past 5 years, we’ve witnessed zoom increase in size like nothing else in the last 3 years. About 3 years ago, we started moving to zoom, as video calls, conference calls, and team meetings become easy and more effective.

Not only that and not only that, using Zoom you can also record your calls and forward it to whoever has the link to them.

Simple and simple.

If you’re managing an international team or working with clients who consult all over the world, I’d suggest using zoom to communicate with the clients.

4. Docusign:

DocuSign is an excellent choice if you’re dealing with a large number of contracts or documents in which you conduct your work.

If you were to sign documents, what’s the standard procedure?

You must print a copy and download it, then make sure you sign it, then scan it again, arrange it in a pdf format and then return it to the appropriate party.

However, With DocuSign, things are a bit different.

All you need to do is create an electronic copy of your contract and add your signature template over it using the DocuSign application.

There is no need to perform the laborious manual task of doing things.

5. Evernote:

I utilize Evernote to take notes for personal use and keep track of checklists, checklists, as well as other readings I create every day. It allows me to connect them to different devices and make it simple to return to them whenever I need to.

It’s my preferred tool when it’s related to any type of research that I need to complete.

Absolutely a great tool.

6. Whatsapp:

Whatever tools for communication I use, no matter what tools I am using, WhatsApp group and communication are the most beneficial for me. Communication is quick, easy and easy.

In contrast to Slack, as well as other software. It’s completely free. Also, since everyone has a mobile phone, it’s not challenging to start others using WhatsApp and to create groups for communications and other things.

7. Bluehost Web Hosting:

Suppose you’re an online consultant seeking to start an online company. In that case, it’s necessary to establish an online presence as well as an online site that showcases your services and products.

To show off your products and services, you must have an online hosting provider that is available to you to connect to and maintain your website’s functionality.

Over the years, I’ve observed that Bluehost Web Hosting is a reliable option for beginner users; however, as you progress, you could be required to move to managed hosting solutions, which you have many options based on your budget.

However, for those who are new to the field, If you’re in search of something, I would advise you not to search elsewhere, and instead, sign up with Bluehost and begin using it.

It offers the ideal combination of price, customer service, and quality that consultants need prior to stepping foot on the market.

8. GoDaddy:

When you are building your online consultancy business you must also create the site.

You could pick any website such as GoDaddy to register domains for your personal brand.

I would recommend GoDaddy because their service is reliable and reliable. To all of our students at our consulting company, we would recommend them to purchase from GoDaddy.

Even their experience was amazing.

9. Quickbooks:

There are many brands on the market in the business book area, but I’ve personally been working with Quickbooks.

The great thing I love about QuickBooks is that with it, I’m able to connect it directly to stripe, and in this way, I can be sure that it will collect all the information required to track the flow of cash.

As I see it, I see.

I think of QuickBooks as the best program for financial control.

It includes expense management within it, and it operates in an auto mode, which means that it collects all of the information from your bank account, and you don’t have to think about any of it.

Management of money and accounting is an easy task within QuickBooks.

Our accounting team at devconsultant.wpengine.com love working with QuickBooks.

10. MailChimp:

I am a huge fan of MailChimp. For as long as I remember, MailChimp was my first choice for email marketing software I ever used as I began setting up the foundation of my own self-development consulting business.

It comes with a lifetime free subscription that permits you to send more than 12,000 emails each month. This gives you close to 2000 subscribers.

Therefore, all the initial costs for subscriptions can be dealt with easily, and you can concentrate on what’s more crucial for your business of consulting, which is attracting clients and providing them with services.

I would strongly recommend MailChimp to anyone trying to start creating a list and want to make money from the potential in email marketing.

Image courtesy of pixabay.com

11. Infusionsoft:

We changed to Infusionsoft a few years ago.

Infusionsoft is a powerful software. However, it’s a little expensive. I would suggest that if you’re making 5 figures per month, it’s worth having an initial consultation with any partner of Infusionsoft and being aware of whether it’s suitable the right choice for you.

We’ve used the entire system of Infusionsoft in our business. It cost us a few thousand dollars in revenue. It required a significant amount of our own resources in order to install and manage the first version of it.

What we gained from it was awe-inspiring.

Our internal processes were streamlined, and we were able to get an e-commerce dashboard for our company.

Thus, we can determine the customer journey about how often an individual customer is engaged with our marketing materials and which communications prompt customers to do the highest quantity of actions.

I would suggest it to intermediate to advanced consultants. However, you should plan for the entire process before you start since it will cost dollars.

When you’ve done the math on how much you’ll earn on the back of it.

It shouldn’t bother you too much.

It comes with CRM, Landing Pages, Shopping Carts, Checkout, Funnels, Email marketing and lots more, all on one platform.

12. Stealth Webinar:

Stealth webinars are an incredible tool. Therefore, I’ll give you a little story about how we began nailing our webinars a few years ago and sales started to grow steady and stable.

But, after a while, sitting in the webinars to run them two times each week, it became an intense job. I realized that I was putting in too much time and energy into it. It was difficult for me to determine how I could grow it.

My current coach suggests that I use this software to conduct recorded webinars and make them appear similar to live ones.

I was astonished when I learned that. I ran a test using stealth webinars, and as I was activating it, I was really worried that things were going to come to a halt.

However, using it, you can also get your chats organized with live chat, live q and all the other crucial aspects during live webinars. What you need to do is to put up all your best-performing funnels and webinars and place them on a stealth webinar, and you will be able to automate your sales process quickly.

13. EverWebinar:

There are now a number of consultants offering small-ticket consulting packages and products.

When we first started to develop our consulting packages , we began by building them, which is fine since you must enter the market by alternatives.

Over the years, I’ve been spending much of my time improving funnels and working on them and then have switched to high-end consulting services.

I’ve found the best method to market them via webcasts and presentations.

I could have completed hundreds of webinars, if not thousands, as I write this.

In addition, your earning capabilities entirely depend on how you present excellent presentations. If your software for webinars isn’t working properly, it could be a problem.

I’ve had moments of people waiting to be able to join the webinar, but the software wouldn’t let them join.

It’s a very bad situation in which no professional would like to find themselves.

If you don’t wish to face embarrassment, you should see sales come to you.

It is recommended to consider investing in software that is reliable.

I’m convinced that Everwebinar is an excellent software that offers some amazing features. The cost is also very competitive.

The most impressive aspect of this is that it is backed by excellent customer support.

When I purchase a product, I believe that support is the most important aspect. Their support is simply amazing.

14. Sumo:

Sumo is an excellent sharing tool. If you’re a consultant interested in gaining more social shares and building an email list you’d like to make money from in the future, you should look into the Sumo range of tools.

On this blog, we make use of the tool for social sharing.

We utilize the welcome mat, click triggers-based CTA and exit-intent popups and scroll-based popups.

We’ve found that capturing emails with the suite of their tools has seen our email list grow by 4x more quickly than normal.

In our past, we weren’t that in the habit of getting emails. We were simply expecting our readers to share their email addresses with us at the end of the article.

15. Hotjar:

Hotjar is a sophisticated tool that I would say isn’t for everyone. However, it is a great tool if you’re growing your company and you want to know what people are doing on your site and how they’re reacting with your content or the main page.

You can then install Hotjar to study the actions of your target audience.

You can analyze your website pages and channels, landing pages, and lots more.

The process of studying your website is simple with screen recordings as well as heatmaps and other forms of survey features.

These tools allow you to identify the problematic region so that you can correct the issue and adjust the funnel accordingly.

16. Yoast SEO:

Yoast is a WordPress plugin. When we began our business, we initially used paid advertisements and have since switched to writing a lot of content. We have lots of targeted traffic that is accessible on Google.

They are targeted in the context of search motor optimization.

To ensure search engine optimization correctly, You must create the appropriate keywords Meta tags for headlines, headlines, headlines and much more.

As in the latest updates to SEO, there have been nearly a dozen factors that you must be aware of to ensure SEO work. SEO work. You can now do it by hand, but If you’ve got an automated program to back you up, things are a lot more efficient.

If you’re looking to get an organic amount of traffic, then an expensive Yoast SEO tool is essential to have in your toolbox.

17. LastPass

Our team is distributed that is spread across seven countries. A lot of the time we collaborate with freelancers too regularly. There are occasions that you don’t want to share your access to your program, but you need to provide login details.

Thus, with LastPass, We can simply share login credentials via their app, which means you’re safe regarding your access points and never worry about any issue.

Not only that, you have to also keep track of a number of passwords, and as we work together, LastPass aids us in organizing all login details into all one place with no issues.

If you’re using more than five or six tools, LastPass is one you must be looking into and have everyone on your team members work on it.

18. Freshdesk:

If your consulting business is going to expand, you’ll find that you’ll have lots of clients with problems, complaints, or questions that require help. In the event that you’re using a ticketing system support, you will be organized, and your staff will have access to all of the information in one location.

Freshdesk is absolutely free to begin and will help you get started with ease.

The support and customer success team will make sure that you can begin your campaigns quickly. The pricing is affordable as well.

19. Perfect audience:

If you’re operating an advertising campaign, you may be aware of the significance of the retargeting process and marketing. A well-rounded audience can allow the remarketing of different platforms and devices in addition.

20. Ahref:

Ahrefs is a powerful tool that lets us keep track and monitor all of our website traffic and SEO-related interactions. It aids us to understand the relationship between backlinks and other types of SEO related activities and the impact they have on our website.

And how we can improve our performance from here on.

21. Keywords everywhere:

Keywords all over the place are among the most effective SEO tools available to me today. When I was a kid, when we needed to conduct some keyword research, we needed to use either Google’s keyword planner or needed to use a more sophisticated product such as Ahrefs and Moz.

However, with the advent of keywords everywhere, searching keywords and keyword research is now 10x more simple.

It is possible to perform this in batch mode, or you can perform it via Google research, and it will keep showing information.

So , for instance, when I write the steps to become a consultant, for example.

It will show relevant information in my browser. I don’t require an application specifically designed to get this tool working.

22. WordPress themes:

WordPress is among the strongest platforms available in the world at the moment. Nearly 1/3 of all websites in the world are powered today by WordPress.

If you’re looking to launch a site, you need to select the appropriate theme.

Our website is built upon our Genesis framework and Genesis theme, which you can check out here.

I’ve used advanced tools such as Elementor and Divi, and I have found a basic solution such as Genesis framework-based WordPress themes. I suggest starting with the simplest WordPress solutions and then progressing to larger frameworks when you’ve got the staff and income to build on it.

23. Buzzsumo:

Buzzsumo is the ultimate content marketer’s most wanted tool. Let’s say you’re trying to know what’s the most talked about and popular article regarding your subject. You can visit Buzzsumo and search for the article there.

Let’s say that I search for self-help advice. I can type this in and discover some of the most popular and most popular content.

In this way, I can determine the reason the type of article is popular in the present and what you can do to duplicate the same strategy to your content and gain more Likes and shares.

It’s essential if you are seeking to expand within the content market to expand your consulting industry.

Recommended Read: The Ultimate Guide To Finding Your Consulting Niche

24. Calendly:

If you’re engaged in providing consulting services over the internet and want to increase your presence across the globe, you may need to make lots of sales calls, consult calls, and handle clients, other JV calls, and much more.

It is possible that you will require a calendar.

You might think I already have Google Calendar, but why am I unable to use that.

Google calendar is extremely well for internal use.

If you work with individuals outside of your consulting firm and your systems, it is essential that you use a tool that is user-friendly and is a reliable tool to book slots.

You might want to take a look at something such as Calendly.

I’ve tried other tools, but this one is the one that has stood out.

The good thing is the fact that this syncs your Google calendar, which means that everything will be synced to one central location.

Thus, you will keep a database of all slots, be it either external or internal.

All in one location.

25. Google Drive:

You may need to complete lots of work, which could require you to deal using a variety of spreadsheets, presentations as well as spreadsheets, documents and documents. In the beginning, when we worked, we relied on using MS-Office to meet all of these requirements.

However, ever since Google has launched Google drive, everyone has moved toward Google drive.

Google drive is similar to the online version of MS Office.

It’s not just that you could make use of it online and have several people working together in your tool.

26. Dropbox:

There are plenty of storage space for online products and companies available to provide storage space for a fraction of the cost. After using many Dropbox products, I’ve discovered that Dropbox’s price and convenience is unbeatable.

You can even lookup their prices through this link.

They offer a specific package for business.

It is available for you to test by clicking here. It is available for a cost trial of 30 days.

27. Slack:

It’s not a joke. In the event that I have to choose one productivity tool that connects everyone within Sai.consultant. It has to be Slack.

Prior to Slack, we were unable to communicate with one another in a real-time format.

There were times when we used Skype and zoom at times and emailed between us and checked trails in a myriad of ways.

However, using 5-6 tools instead of just one resulted in lots of drama and finally made us angry, and we decided to switch to Slack.

Today, we don’t even talk via email. All we do is Slack.

The reality is that we’ve created many segregations, and each department has its individual channel for communication as well as a single channel in which everyone is part of.

The result is that tasks and processes are organized.

28. Trello:

If Slack were a real-time communications tool, then Trello is the ideal board to keep all your tasks in order and tied together to help you remember them.

What we did was use Trello and have assigned tasks according to the department. These tasks serve as reminders for us and keep the entire group accountable for their part of their tasks.

As I will show you an example of how one of the SEO team departments Trello board layouts.

You’ll notice that you can put everything in here and then tag and assign individuals.

29. Hubstaff:

I really enjoy Hubstaff.

If you’re part of a business that employs a lot of remote teams or work with many freelancers, there could be a chance that you be worried about your employees’ performance or those with whom you work with.

If you want to test or maximize the performance of people who work with you, in these cases, you can have them join you through a Hubstaff account.

With Hubstaff, you’ll be able to use one master account and assign the users a child account.

There are screenshots of their work efficiency and the apps they use, and many other things.

Payment Invoicing And Accounting:

30. Stripe:

My favorite is Stripe. It is available as a payment processor when you live in the US or if the service is available inside your state. However, if you’re a person who does not have Stripe in your country.

Go to Stripe atlas to register an organization located in the United States.

You’ll then be able to establish an entity in the US, and Stripe would be able to give you the bank account you need as well.

Stripe charges fees of 4% on each transaction that goes through it.

It’s simple and reliable, too.

31. Paypal:

Paypal is among the oldest payment instruments that are well-known to online users. Nearly everyone has a Paypal account. If you have a Paypal account, you are able to transfer money from any place around the globe.

All you need to do is to transfer money to their email address, and you’ll be ready to go.

In addition, If you’re not a tech-savvy person, you can also use Paypal business accounts or Paypal checkout to collect payment for your company.

Google Analytics is the primary instrument for understanding the characteristics of organic and paid traffic. It aids us in understanding and studying the habits of our visitors and the reasons behind why they behave as they do.

32. Google analytics:

When we know the characteristics of the traffic, regardless of gender, location, and many other things. We can enhance our advertisements and landing pages in line with. If you’re trying to begin building an online business for consulting, I’d suggest that you connect your Google analytics section first step.

33. Google Search Console:

In our company, we make an effort to utilize Google Webmaster to discover the relation between the pages and keywords. If you’re trying to understand and increase organic traffic, then linking google webmaster to your site is crucial.

One of the things I like about webmaster is the fact that you can visit the search engine section, and you can discover fresh ideas on how to write new content on your site by examining the Google search console.

34. Bitly::

Bitly is a fantastic service that lets you make unique URLs that are shortened. They are then tagged using Bitly, a service that permits users to examine more detailed information regarding the link.

You can learn more about clicks and 100 other information about the type of traffic generated by your link. We utilize Bitly for when we want the need to gain more insight into our unpaid and paid traffic-related information that we direct users to an exact page via this Bitly link.

It’s a no-cost service that you can easily utilize in your business of consulting.

35. Typeform:

Personally, I utilize Typeform to design forms and share the forms with clients during calls or to collect additional insights and information in the research or survey forms. This is my primary form-making software.

Many people prefer using Google forms; however, I prefer using Typeform because it allows me to create beautiful form designs, which isn’t easy to achieve with Google forms.

36. Canva:

Canva is the most user-friendly graphic design software that is easy to use. Before I learned how to use Canva, I had to pay a fee to Graphic designers, and there was a long delay in getting my creative design published.

Since Canva was created, making graphics has become a simple job.

I’ve been working on my own on all my designs by myself, and our marketing team can work without the assistance of an experienced graphic designer these days.

If you’re running lots of advertisements, then you must look into Canva. It’s an extremely effective DIY graphic design tool that does not have the hassle and learning curve that comes with Adobe photoshop.

37. iPhone 10:

Before the iPhone 10 came out, we would do every video shoot recording and basic video AD recordings with the DSLR, which was not a huge hassle but wasn’t as convenient or mobile.

The high-quality camera on the iPhone X made taking videos very simple and simple.

The portrait mode on iPhone X is the best feature available.

Without anyone noticing, it is possible to record that the video was recorded using a phone. The camera is truly top-of-the-line and results in the production costs a hundred times less.

38. Teachable:

Teachable can be described as an internet-based course-membership software that lets you create courses without writing a single line code. It’s as easy as that. We’ve held all our classes and have even recommended teaching able to all the students we have on our courses to utilize teachable in order to start their journey easily.

If you’re planning to host a site for members or develop an online course, you must check out Teachable. I strongly recommend it.

39. Clickfunnels:

Before Clickfunnels was introduced, we used Leadpages as a way for directing visitors towards our landing page. It was very effective, however, since we started using the entire funnels system that is part of Clickfunnels. The creation of landing pages and funnels is now very easy and straightforward.

If you’re just beginning your journey and wish to stay clear from programming but would like to create world-class and well-crafted funnels in place, then you must test Clickfunnels, which can have everything running with no issues.

40. Camtasia:

If you’re looking to record a class but does not have the technical knowledge of creating the audiovisual formats. It is recommended that you familiarize yourself with the Camtasia editor software.

The way to record video courses can be quite challenging.

The process is to record audios in separate tracks and later merge them into the slideshow that you’ve installed with the screen recorder Camtasia. After that, you can join both the audio and video into Camtasia and combine both of them.

It’s all simple to accomplish if you’re just a novice consultant who is eager to begin as quickly as you’re able. Suppose you’re growing and become an experienced consultant. In that case, you must take a look at professional video editors and use Final Cut Pro or any other high-end video editing software out on the market.

However, that’s about it for right now. These are the best tools for consulting we employ at Sai consulting. I would like to know what you think of the tools listed, and if you have more advanced or better recommendations to offer, I’d like to hear from you.

Do not hesitate to share your comments in the comment section below. I’d be delighted to hear from you.