Build your app advisory services
As a trusted business advisor, your clients look to you for advice on ways to reach their business and financial goals. In fact, as many as 84% of practices say their clients rely on them for app recommendations, yet only about half of all practices are offering this as a service, and even fewer are monetising it, according to Xero’s 2024 Leveraging the App Advantage reports*.
App advisory is another way you can help your small business clients on their path to success, while also taking the opportunity to grow your firm’s revenue and profit.
What is app advisory?
Why provide app advisory services?
Unlock growth for clients
Connecting with the right apps helps small businesses unlock profit and efficiency within their business.
Boost efficiency
From cutting down on manual data entry to automating processes, apps can help increase productivity and therefore profitability for your clients.
Help businesses scale
Using apps allows small businesses to easily scale up their operations and grow rapidly. Your clients have a platform for success from day one.
Grow your practice
App advisory can become a lucrative service that you offer alongside your core services. Practices that offer app advisory see higher client growth than those who don’t.^
Future-proof your business
Offering app advisory services can strengthen your value proposition so you retain and grow your client base without competing on price.
Create ongoing revenue
App advisory is a way to grow the regular, recurring revenue coming into your business, and increase the lifetime value of your customers.
“App advisory services help our clients overcome their challenges and scale their businesses faster.”
Getting started with app advisory
What does app advisory look like?
Business profiling
Profile your clients’ business to understand their unique requirements, and map these against various apps’ capabilities.
App recommendation
Research, select and recommend apps based to clients based on their specific needs and jobs to be done.
Implementation support
Support clients during implementation and provide training. This could involve migrating their data or working with a dedicated technical specialist.
App training
Create a training framework and teach clients how to use apps, including how to take advantage of functionality and any reporting features.
Ongoing support
Provide dedicated, ongoing app support to clients via phone, email or web, with agreed service levels.
A mix of services
You can group these tasks to design your app advisory service, creating bundles or packages that you can offer to clients within your pricing model.
Practicing app advisory
Recommend apps to your clients in one click
Looking for apps for your practice?
*84% of US-based practices, 71% of Canada-based practices, and 67% of UK-based practices say their clients rely on them for app recommendations. 50% of Canada-based practices and 46% of US-based practices are offering software and app advisory as a service.
**Canada Leveraging the App Advantage Report, 2024, US Leveraging the App Advantage Report, 2024
^United Kingdom Leveraging the App Advantage Report, 2024