Most firms are already offering app advisory services, they just don’t charge for it.
Whether it’s a quick app recommendation, fixing a messy process, or walking a client through better tools, you’re solving real problems. But without structure, that advice often goes unpaid.
In this webinar, AppVentory’s Bethanie Hawkins and pricing expert Mark Wickersham walked through how firms can turn informal advice into structured, priced, and profitable services using real scoping data, value-led pricing, and the right tech to back it all up.
Your clients want app advisory services, they just don’t ask for it that way
Every firm has clients who struggle with workflows, duplicated tools, or poor app usage. The challenge is surfacing those needs early enough to turn them into a project.
That’s where AppVentory fits in.
Bethanie showed how firms can use AppVentory to run internal or client-facing tech audits that reveal:
- What tools are active (and who’s actually using them)
- Where duplicated spend or disconnected workflows are holding teams back
- Opportunities to improve service delivery by cleaning up the tech stack
By making this visible with real data, you turn passive insight into a scopeable app advisory service.
Don’t just scope with spreadsheets, show the opportunity
AppVentory gives you a full view of your client’s app ecosystem, including usage, adoption, and cost. It also flags where subscription waste or process gaps might exist.
Bethanie’s walkthrough showed how firms can use that visibility to identify app advisory service opportunities across their client base including tech cleanups, workflow rebuilds, and new app setups.
You can:
- Scope faster using actual data instead of interviews and guesswork
- Build pricing models based on the size and complexity of the opportunity
- Align your services to tangible business improvements
This kind of scoping also builds trust, because clients can see what’s wrong and what you’re fixing.
Why pricing needs options, not just numbers
Mark made the case for pricing flexibility: when clients only get one option, they either say yes or walk away. When you offer choices, they stay in the conversation longer, and usually spend more.
He recommends creating three packages for any app advisory service. This could be:
- Basic: App audit + light recommendations
- Standard: App audit + process mapping + training
- Premium: Full-stack review + implementation + support
This gives clients more control and gives you the ability to adjust your time and deliverables without undercutting your value.
AppVentory supports this by helping you define what’s in scope, where the savings or efficiencies are, and what it will take to fix it.
Confidence comes from structure and real value
Advisory pricing doesn’t need to feel like guesswork. When you have the right systems, you can quote with confidence and back it up with results.
Bethanie showed how AppVentory users are already:
- Creating scoped implementation packages for specific client segments
- Building margin into software support and app onboarding
- Linking service tiers to tech complexity, not just firm size
Combined with a pricing approach like Mark’s, this helps firms sell work they’re already doing, just with better outcomes and stronger positioning.
