Business consultant: keep client work and business admin together

Keep your client work and the ordinary business details of business consultant work in one place: contacts, locations, reminders and payments.

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A business consultant points to a process map on the table while two clients study it beside a flipchart.
A consultant and two clients compare printed charts and a planning notebook around a meeting table.
A consultant and two business owners discuss an operations plan at a table overlooking their warehouse.

Features

Keep the business side moving

Keep the practical business side of business consultant work connected, from the next booking through to payment.

Offlico weekly calendar shown on a phone

Calendar

See your client work, locations and the next part of the day in one diary.

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A consultant and owner compare simple people and structure cards beside an unlabelled process board.

Your own enquiries

Use your own channels for business consultant enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

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A consultant holds an open notebook while a client points to a page beside a workshop board.

Online booking

Let people request business consultant work without a chain of calls and messages.

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Offlico client contact and address details shown on a phone

Client records

Find contacts, previous business consultant work and everyday business notes together.

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Offlico reminder responses shown on a laptop

Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

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Tap to Pay contactless payment screen on an iPhone

Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

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Made for work on the move

The work is specific. The admin should be simple.

Business consulting sessions need the question, decision makers and available information identified, with workshop and follow up tasks scheduled separately.

Home, workplace or agreed meeting venue

Ask the business consultant which decision the workshop should help make and ensure the relevant managers can attend.

Agree the next decision meeting and invoice the completed session, with sensitive strategy material kept in the client’s project files.

The practical difference

One booking. Every part connected.

Booked business consultant work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow
01

Plan the work

Ask the business consultant which decision the workshop should help make and ensure the relevant managers can attend.

02

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

03

Finish and follow up

Agree the next decision meeting and invoice the completed session, with sensitive strategy material kept in the client’s project files.

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Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Frequently asked questions

A few things worth knowing

Is this useful for business consultant work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for business consultant work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial