A strategic toolkit to clarify your firm’s tech focus and build scalable advisory services.
The App Focus Planner helps advisors, consultants, and implementation specialists pinpoint which apps truly matter to their clients—and to their business strategy. This hands-on tool guides you through mapping client industries, uncovering common pain points, and aligning software recommendations with your firm’s core strengths.
It’s part strategic framework, part practical worksheet—ideal for firms aiming to streamline their app stack, strengthen partnerships, and create repeatable service offerings.
Sections include:
Industry Segmentation & Client Mapping: Identify where your firm adds the most value.
App Mapping Grid: Match apps to client needs, with confidence and referral scoring.
App Focus Decision Filter: A structured checklist to evaluate which apps stay in your “focus stack.”
Focus Stack Builder: Finalise your 3–5 go-to apps, with clarity on use cases, fit, and service packaging.
Perfect for: accounting advisors, tech consultants, and digital transformation specialists who want to focus on high-impact, scalable app solutions.
A strategic toolkit to clarify your firm’s tech focus and build scalable advisory services.
The App Focus Planner helps advisors, consultants, and implementation specialists pinpoint which apps truly matter to their clients—and to their business strategy. This hands-on tool guides you through mapping client industries, uncovering common pain points, and aligning software recommendations with your firm’s core strengths.
It’s part strategic framework, part practical worksheet—ideal for firms aiming to streamline their app stack, strengthen partnerships, and create repeatable service offerings.
Sections include:
Industry Segmentation & Client Mapping: Identify where your firm adds the most value.
App Mapping Grid: Match apps to client needs, with confidence and referral scoring.
App Focus Decision Filter: A structured checklist to evaluate which apps stay in your “focus stack.”
Focus Stack Builder: Finalise your 3–5 go-to apps, with clarity on use cases, fit, and service packaging.
Perfect for: accounting advisors, tech consultants, and digital transformation specialists who want to focus on high-impact, scalable app solutions.
