Turning a finding into a client conversation

What you get

The route from a number on your screen to work a client pays for. Many findings AppVentory surfaces can become useful client conversations once the underlying data has been checked — this is how to open each one.

Five findings, five conversations

Overlapping apps. "You are paying three times for marketing automation." Bring the Features Comparison and the recommendation. The saving is the licences you retire; the project is the migration.

Licences after departures. "Your leaver process is leaking spend — and it is a security gap." Bring the Off-boarding Leakage list. The quick win is reclaiming the seats; the service is the checklist that stops it recurring.

A spend anomaly. "This vendor's price rose 61% and nobody approved it." Bring the Spend tab with the month it changed. The conversation is a renegotiation before the next renewal.

Monthly billing. Bring Payment Optimization as a starting point, then validate the current vendor pricing before recommending a billing-cycle change.

Compliance exposure. "Thirty-four apps in your stack hold fewer certifications than you would expect." Bring the Compliance & Data Security one-pager. The service is a vendor review.

Lead with their money, not your tool

Every opening line above names an amount or a risk. None of them names a feature. The client does not need to know how AppVentory found it; they need to know what it costs them.

From one saving to a recurring engagement

A single consolidation is a project. A quarterly review, a renewal calendar and an off-boarding process are a retainer. The reports and the Realised Savings figure are what turn the first into the second — each quarter shows the number moving, and that is what renews the engagement.

Record it

Mark As Consolidated, Mark as Reclaimed, resolve the flag. The realised-savings figure only grows if you tell it to.

What you've unlocked

A billable service. Next: Running your own stack and your clients' together