Building an advisory routine your clients pay for

What you get

A repeatable engagement rather than a one-off saving — the cycle that turns a finding into a retainer.

The cycle

Audit → findings → report → conversation → actions → realised savings → next quarter.

Each step is a screen you already use. The audit is Run a portfolio audit. The findings are Cost Savings. The report is a one-pager or a System Review. The conversation is Turning a finding into a client conversation. The actions are tasks assigned in AppVentory. The realised savings are what you mark resolved. And the next quarter starts from that number.

What to put in front of a client each quarter

Three things, in this order: the realised-savings figure since last time, the open opportunities by value, and the renewals coming in the next 90 days. Then one recommendation.

A quarter with nothing new to say is a quarter where the audit was skipped.

Realised savings is the renewal argument

The figure grows every time you mark something resolved. Two reports side by side, the number moving — that is what justifies the fee, and it is built into the product rather than something you assemble.

Scaling it

Use Practice Overview and the portfolio-level client views to decide which accounts need attention, then enter a client's workspace only when you need to validate or act on something specific. The goal is to review the portfolio first instead of opening every client one by one.

What you've unlocked

Next: Getting your team to actually use it