Thumbnail

How to Use Technology to Enhance Sales Efforts as a Consultant

How to Use Technology to Enhance Sales Efforts as a Consultant

In today's competitive landscape, consultants are leveraging technology to revolutionize their sales strategies. This article explores innovative ways to harness digital tools for enhancing sales efforts, drawing on insights from industry experts. Discover how integrating technology can transform client relationships, streamline processes, and drive business growth in the consulting world.

  • Frame Compliance as a Growth Enabler
  • Integrate Accessibility from Project Start
  • Educate Clients on Long-Term Lawn Benefits
  • Demonstrate Compliance as Competitive Advantage
  • Showcase Compliance Benefits Through Experience
  • Transform Resistance into Trust with Empathy
  • Illustrate Compliance as Business Opportunity
  • Use Resistance as Client Compatibility Filter

Frame Compliance as a Growth Enabler

Resistance to compliance is more common than many think, especially in growth-stage companies juggling speed with structure. I've sat in boardrooms where founders—brilliant, visionary types—brushed off compliance as a distraction from "real growth." One founder even laughed when we flagged a potential data handling issue, saying, "That's a problem for future us." It wasn't. Two months later, a due diligence process fell through because of that exact oversight.

In situations like this, I never come in wagging a finger. Instead, I frame compliance as an enabler, not a constraint. At Spectup, we position it as something that earns investor trust, clears fundraising hurdles faster, and makes exits smoother. I'll usually ask something like, "If this came up during an investor meeting tomorrow, how confident would you feel explaining it?" That often shifts the tone.

Sometimes, we'll bring in a short diagnostic sprint—just a week or two—to show what's exposed and how easy the fixes actually are. Once the risk is visual and quantified, resistance tends to melt away. It's less about forcing action and more about guiding them to see it as mission-critical.

Niclas Schlopsna
Niclas SchlopsnaManaging Consultant and CEO, spectup

Integrate Accessibility from Project Start

We recently worked with a large US-based client launching a new web site for their operation in the EU. Early in the project, we flagged the upcoming European Accessibility Act (EAA) and made it clear that non-compliance, especially for a corporation of their size, could carry significant risk, including fines that can reach up to €250,000 or more, depending on the member state and severity.

At first, they pushed back. Their brand team had strong opinions on design, and accessibility didn't seem like a priority. When you're focused on bold visuals and brand consistency, accessibility can feel like a constraint. But we kept beating the drum quietly in the background. It was never a side note. We flagged it in meetings, in design reviews, in documentation. Not to slow things down, but to make sure we didn't walk into a legal minefield later.

Eventually, we insisted on full accessibility testing at the design stage, even if it meant challenging the creative vision. And guess what? It paid off. Testing early meant we could make adjustments before the devs touched a single line of code. No expensive rewrites, no firefighting after launchand a website that not only looked sharp but worked for everyone.

It's easy to view accessibility as an afterthought or a 'nice to have,' but for global brands operating in regulated regions, it's a necessity. Doing it right from the start isn't just ethical. It's smart business.

Educate Clients on Long-Term Lawn Benefits

Like proper fertilization timing or mowing practices, it's usually not because they don't care. It's because they're not fully seeing the why behind it. I had a client in Somerville who was really hesitant about cutting back on their weekly mowings. They liked that tight, golf course look. But after walking their property and showing them how the grass was thinning out and stressing from too frequent cuts, it clicked. We bumped their schedule to every 10 days and raised the blade height a bit. Within a month, their lawn was thicker, greener, and they were blown away by the difference.

A lot of people hear compliance and immediately think rules and restrictions, but really, it's just smart lawn care. Another client didn't want to stop using a cheap big box fertilizer that gave fast results. It was burning out their soil. I explained that we focus on feeding the lawn and the soil underneath, so it holds nutrients better long term. Once they saw how the right plan brought their lawn back to life, they told me they wished they'd listened sooner.

I get it, this stuff can feel overwhelming if it's not your world. But for me, lawn care's been part of my life since I was a kid helping my dad on his fertilization routes. Now, running GreenAce, I always try to meet people where they are. Whether it's a first-time homeowner or someone managing a few properties, we explain the what and the why behind every recommendation.

Demonstrate Compliance as Competitive Advantage

In the logistics world, resistance to compliance isn't uncommon. I've seen this scenario play out countless times - a growing brand trying to scale quickly while viewing compliance measures as unnecessary red tape rather than essential guardrails.

My approach starts with education. I take time to translate regulatory requirements into business value. For example, when a direct-to-consumer client was hesitant about implementing proper hazmat protocols, we walked through the potential costs of non-compliance - not just fines, but also shipping delays and reputational damage that would ultimately hurt their customer experience.

Building compliance into a phased implementation plan works wonders. We break down the process into manageable steps rather than overwhelming clients with everything at once. This creates quick wins that demonstrate value and build momentum.

I've found that sharing real examples resonates deeply. Recently, we worked with a beauty brand that initially resisted FDA compliance measures. By sharing anonymized case studies of similar companies who faced costly recalls, we helped them understand the risk calculus. Within months of implementing proper compliance, they avoided a potential issue that would have affected thousands of orders.

We also leverage our network's expertise. Our 3PL partners often have specialized knowledge in different regulatory areas - from California Prop 65 to international shipping requirements. Connecting clients directly with these experts helps demystify compliance.

The key is positioning compliance as a competitive advantage rather than a burden. When properly implemented, these measures streamline operations, reduce errors, and build customer trust. I always remind clients that in today's transparent marketplace, a compliance failure becomes public knowledge instantly.

Ultimately, while we can't force implementation, we can ensure clients make informed decisions. Sometimes that means having frank conversations about whether we're the right partner if compliance becomes a sticking point that could put either business at risk.

Showcase Compliance Benefits Through Experience

We transformed a skeptical client into a loyal customer over a single airport transfer when we discovered a legal loophole that could have resulted in loss of both of our licenses.

In early 2024, a luxury hotel in Polanco demanded we skip some registration protocols as they considered them too much red tape for a series of pickups for VIP guests. I knew that a single unregistered trip to or from the airport could result in a fine of more than 45,000 pesos or, worse, flag our permits.

Rather than argue with the hotel, I invited their operations manager to ride along on one of the reservations in which I followed every regulation, including passenger log, commercial license plate, airport permit, etc. By the time we arrived at the St. Regis Heliport, the operations manager witnessed first-hand that our processes allowed us to avoid inspection lines and access restricted lanes that saved us 30+ minutes en route. After that ride, everything changed. The hotel not only adopted our compliance checklist, they mandated it for their other providers.

In my experience, when people are resistant to compliance, it is due to a misunderstanding of the true value of compliance. So I don't argue; I show and translate bureaucracy into benefit: quicker entry, safer rides, and no surprises. For us at Mexico-City-Private-Driver.com, the clients who provide the best margins are clients that value peace of mind as much as luxury, and we start by showing them compliance is not red tape but a competitive advantage.

Transform Resistance into Trust with Empathy

Hi, I'm Mr. Bibin Basil, the Marketing Manager at Best Solution Business Setup Consultancy in Dubai.

I've learned that resistance to compliance is rarely about the rules themselves — it's often about fear, bad past experiences, or a lack of trust in the system. That's why our approach is rooted in three key principles: transparency, empathy, and education.

We regularly meet clients who've been burned by non-branded or shortcut consultancies. These clients often arrive frustrated, skeptical, and unaware of what's actually required to run a compliant business in Dubai. In such cases, pushing rules won't help. What works is understanding first — then guiding.

We start by listening deeply. If a client is resistant, we look for the reason behind the reaction. Are they worried about cost? Have they been misled before? Are they afraid of losing control? These are emotional triggers, not technical ones.

From there, we take a collaborative approach. Our internal motto is:

"Listen first. Guide second. Sell last."

We use what we call the CARP strategy:

C - Control emotions: Stay calm and respectful, even if the client is upset.

A - Acknowledge their view: "I understand you've been through a rough setup experience."

R - Refocus the conversation: Bring attention back to the facts, gently and without blame.

P - Problem-solve together: "Here's how we can fix this and protect your business moving forward."

We back everything with official documents and real examples — like rejected visa applications or frozen bank accounts due to poor compliance. But we don't use fear. We use facts and clarity.

For example, one client recently refused to complete UBO documentation, saying, "The last agency didn't ask for this." We explained the risk in simple terms:

"That agency may have skipped steps, but your license — and your visa — are at risk if this isn't done. We want to make sure that never happens again."

After seeing the proof and realizing we weren't just selling — we were protecting — they thanked us and referred others. That's how we turn resistance into trust.

In short, compliance isn't about rules — it's about responsibility. When clients feel supported, informed, and respected, they stop resisting and start engaging. And in our business, that's when real success begins.

Illustrate Compliance as Business Opportunity

When a client refuses to follow the compliance measures that are needed, we see it as a communication problem, not a fight. People often resist because they don't completely grasp the risk or think that following the rules will slow them down or cost them more money without a clear benefit. In certain situations, we spend effort putting compliance into business terms. Instead of just saying "you need GDPR-compliant data storage," we'll illustrate how one mistake might cost you money, hurt your reputation, or even lose clients.

We also strive to show that compliance is more than just a legal requirement; it's also a way to get ahead of the competition. One B2B SaaS client was unsure about upgrading how they handle user data. We showed them how stricter compliance may help them obtain contracts with bigger, more risk-averse companies and become a selling point in RFPs. That turned it into a business tool instead of just a cost.

If the client keeps pushing back, we write down the recommendation and make sure they know what will happen if they don't go through with it. The most important thing is to be firm while still working together. It's not just our duty to construct and deliver; it's also our job to make sure the customer is successful in the long run, even if it's not the easiest thing to do.

Use Resistance as Client Compatibility Filter

We don't 'handle' resistance to compliance. We use it as a filter. If a client is pushing back on the very measures that guarantee their financial security, it's a powerful sign they don't actually understand the product they are buying. For us, compliance isn't a bureaucratic hurdle to be minimized. It is the core feature that delivers the 'peace of mind' and 'guaranteed income' we promise. It's the engineering that makes the promise real.

When a client resists, it's not a negotiation. It's a signal that we've either failed to communicate the value, or they simply aren't a fit for a truly secure financial product. We would rather part ways than compromise the integrity of the structure that protects them. This approach ensures we only work with people who genuinely want the safety we provide, not just the idea of it.

Copyright © 2025 Featured. All rights reserved.
How to Use Technology to Enhance Sales Efforts as a Consultant - Consultant Magazine