How to scope out high-fee, high-profit app advisory opportunities in your client base

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  • Identify high-profit advisory opportunities faster.

  • Reduce manual work by following a structured approach.

  • Save time while increasing client satisfaction.

In this checklist you'll learn to:

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Is client discovery taking too long? Save time with this expert checklist.

This checklist provides a structured workflow for scoping out better advisory opportunities from within your client base.

Built upon the advice of Bethanie Hawkins, Digital Transformation Consultant at Menzies, and Ryan Pearcy, Associate Partner at Scrutton Bland, this 10-step checklist will help you kickstart a new advisory service line at your firm.

Get the Free Checklist
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Get the Free Checklist

Are these challenges slowing down your tech advisory efforts?

Challenge #2: Lack of structured process

Challenge #3: Manual methods aren’t scalable

Challenge #1: Client discovery takes too long

You’re spending hours mapping workflows, auditing tools, and gathering client feedback manually.


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Without a clear roadmap, it’s hard to identify profitable opportunities or prioritise effectively.

Repetitive, manual processes limit your ability to offer tech advisory services to more clients.

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A tech-stack audit tool that helps accounting firms to find fee-generating opportunities in your client base.

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contact@appventory.com

(077) 092 33 53

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