Small Business Consulting Software

As a busy consultant I use a lot of different Small Business Consulting Software and, over the years I have tried and tested a lot of different applications and programs. The products described below have proved to be instrumental in helping me to get my business going and in adding value to my client’s businesses.


If you are anything like me then you can see value in a product that houses a lot of solutions under one roof. As mentioned previously I do use a lot of software and until I found Last Pass I seemed to spend a lot of time trying to find, or resetting passwords. I think that this history is partly what led me to the MAUS system when I first started out as a consultant.


The Consultancy In A Box Package from MAUS is a system that has a suite of  Small Business Consulting Software applications all in one place. The thing that I found appealing with this product is that it had some really useful tools for prospecting and helping to convert potential clients.

MAUS Consultancy In A Box

If you are looking for ways to improve the conversion of new clients then the Consultancy in a Box software will allow you to produce a Client Needs Analysis Report based on questions that you can ask during your first meeting.

This report is really easy to produce and the diagnostics are split into three main areas.

The first discusses the high level financial and personal goals. The next level is about understanding what keeps the business owner up at night. Finally the third section reviews the common best practice systems that should be in place such as Business Plans, Financials, Budgets etc. The software will then auto create a gap analysis report and an action plan.

This part of the MAUS system has definitely helped me to win more clients. I have found that sending out a detailed report a couple of days after an initial meeting really helps to get prospects across the line.


How many clients would YOU need to convert using this method to cover the cost?

(my cost was covered in the first month of the first client)


MAUS Client Needs Analysis Tool

A complete Client Engagement Methodology


You will receive a 165 page colour client workbook that contains hundreds of ideas, diagnostic questions, forms and planning guides, that help you analyse and improve your clients business. These well presented forms include sample responses so it is simple and easy to use.

This client methodology is based on the best selling “Your Business Success” coaching program. This is a colour workbook broken into byte size PDF’s that lead your client through the process.
Help your client take their business to the next level with this 7 step methodology contained within a colour hand book. Completely structured, off the shelf and ready to go!

Included in this methodology:



MAUS Workbook


The MAUS Client Report Generation Software


The pack includes the MAUS Client Needs Health Check Cloud Software. This will help you to conduct an initial audit of your clients business in minutes. After you finish your client assessment, all you need do is press a button and the software will automatically generate an impressive 15 – 41 page report.

The pack also includes the MAUS Profit builder “What If” modelling cloud software. This will help you to quickly analyse your clients business and conduct a simple “What If” scenario to see how they can grow. The software is supplied complete with diagnostic questions, simple sliders and dials and a powerful report generation module that will help you to provide maximum impact.


This product includes:

MAUS Client Needs Health Check Cloud Software (RRP $199 per month)
MAUS Profit Builder Cloud Software (RRP $199 per month)
Video Training Program
165 page client workbook and electronic coaching program
Videos and training guides
Over 150 sample forms, templates, tools, diagnostic questions and letters to get you started.


MAUS Testimonials

See The Client Needs Analysis Tool Working





Why Re-invent the wheel?


Developed over 20 years with the investment of millions of dollars in software, video and client methodology.
Sample Client Proposals
Initial Client Business Assessment
Client Report Generation Software
Client Engagement Methodology
One Page Business Plan Template
Fundamentals Video Training
165 page colour client workbook
Hundreds of client assessment questions, ideas & tools.



Full Summary



A proven 7 step system you can use with clients

  • Includes a 165pg interactive colour workbook
  • Professional Coaching Program Videos:
    Boost Juice Case Study, Budget Planning,Cashflow Management, Exit Options, Market Research, Risk Management, Sales Processes, and much more…
  • Coaching Program Diagnostics and Tips
    – Business Diagnostics
    – High Performance Business Quiz
    – High Performance Business Tips


Over 8 hours of practical educational videos:

  • Benefits of Hiring a Consultant
  • Coaching vs Consulting, charge rates
  • Consultancy Fundamentals & business model
  • Effective Lead Generation
  • Emotional Trigger Points for Advisors
  • Winning Profitable Clients


A complete toolbox of resources to use in your practice and with clients including:

1) Business Model

  • Consulting development plan
  • Market Planner
  • My Billings Calculator

2) Client Diagnostics

  • Business Health Check
  • Client Needs Analysis
  • Financial Ratios
  • MAUS One Page Business Plan
  • Profit Builder
  • Systems Builder
  • Threat Opportunity Analysis

3) Client Proposals

  • Advisory Proposal
  • Proposal – Follow Up

4) Client Tools

  • Business Diagnostic Form
  • Company Seminar
  • People At Work
  • Risk Assessment Checklist

5) Driving your Business

  • One Page Plan
  • Weekly Activity Form

6) HR Tools

  • Job Descriptions Example
  • Letter of Offer Template

7) Calculators

  • Retirement Calculator
  • Valuation Calculator

8) Practice Development

  • PR Release – Launch your cloud solutions
  • Area of Specialty
  • Capability Document
  • Disclaimer
  • Growing your practice
  • Marketing Ideas for Consultants
  • Mutual Confidentiality Agreement
  • Specialty Form and much more…

9) Sample Ebooks

  • Business Plan
  • OHS Ebook
  • Performance Review

10) Selling and Winning Clients

  • Client Acquisition
  • Effective Communication Selling Skills
  • How to be a Successful Consultant
  • How to Win New Business
  • Negotiation
  • Sample Lead Generation Programs and much more..

11) Strategic Audit Tools

  • Boston Matrix
  • Business Planning Diagnostic
  • Increasing Sales & Profits
  • Monthly Scorecard
  • Opportunity and Threat Diagnostic
  • Product Lifestyle


Assess and generate documentation/reports for your clients business in minutes rather than hours.

MAUS Client Needs Analysis software

  • Goals, Pain Points, High Performance Business, 30 question checklist.
  • Generate Unlimited Client Reports (Fair Use)

MAUS Profit Builder software

  • Profit Builder Scenario
  • Revenue Builder Scenario
  • Cashflow Builder Scenario and
  • Generate Unlimited Client Reports (Fair Use)





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