> Marketing Consultancy Management System

The Software Engine to Your Marketing Consultancy is Here

AMI has created a system allowing you to manage and modify your consulting services and automate everything from a proposal to launching a consulting project. AMI created a proprietary management system exclusively designed for marketing consultancies. Although AMI’s primary focus is to build the heart and soul to marketing consultancies independent of any third party software or service provider, the MCMS system was built by AMI out of necessity. There is no consultancy management system available that fits the needs of small marketing agencies, so AMI built one.

AMI’s MCMS system is developed to manage your consulting services from proposal to project management. Consulting services have many components and these components make up the basic building blocks to client consultations, proposals, pricing, time management, billing, task management, project management and reporting. Having to piece together independent systems to manage your consulting services has proven to be a nightmare and makes operating your business complex and cumbersome.

MCMS Table of Contents

MCMS Operational
Features

AMI Complete Training
Loaded into MCMS
For You

Build & Manage New
Consulting Services
with Ease

One Time and Recurring
Billing Automation
from Proposal

A Proposal Generation
System Like No
Other

MCMS Operational Features

AMI’s MCMS does not only come loaded with everything you learn in your AMI education, it also comes full of features to allow you to create and manage everything related to a consulting service. When you are in a consultation you can choose to build a proposal based on the consulting services loaded in by AMI or build your own consulting services. Want to include vendor costs? No problem, just load in your vendors and launch the cost of vendors in parallel with your consulting services. The MCMS system is built to allow you customization control over everything from a task, time to complete a task, creating a service and modifying all time and pricing information within the system.

Task Management

Create tasks with instructions, time estimates, pricing & recurring profiles. Comes with preloaded tasks.

Pricing Management

Control global, task or service level pricing based on hourly or blanket pricing models with ease.

Time Management

Estimate time to accomplish each task and automated your proposal price based on hourly retainer model.

Service Management

Drag and drop tasks to create services, automating time estimates, pricing and compiled instructions.

Project Management

Once a proposal is closed, automate your recurring task deployment to a robust project management system.

Proposal Automation

Build proposals as you consult with one click, automating all your price quotes and time estimates.

Reporting Assistance

All services trained on by AMI having reporting templates loaded into the system to help streamline reports.

Billing Automation

Conquer one-time and recurring billing headaches by integrating your payment gateway into all proposals.

AMI Training Loaded into the MCMS For You

The primarily issue with traditional marketing training is what you do with the knowledge you learned after you complete the training. AMI understands the difficulty of transitioning knowledge to practice, so the MCMS system was built to turn information into a fully functional consultancy platform. The MCMS system comes loaded with all of the consulting skills you learned. Imagine bottling up over 70 lessons and every ounce of the most powerful marketing consulting into a system that manages all the workflow from proposal building to project management. The #1 reason why marketing agencies do not build around a consultancy model is because they do not have the resources to organize and manage it…. until now that is.

Every service has integrated training in the MCMS!!!

500+ Pre-loaded Tasks

All tasks from consulting education are pre-loaded
into the MCMS software

500+ Auto Task Deployment to PM

Close proposal & tasks automatically launch to a project management system

40+ Consulting Services

Tasks are grouped together creating services as taught in the AMI education

40+ Intake Forms

Forms are pre-loaded into the MCMS for every single service

40+ Reporting Templates

For ease of access, reporting templates are uploaded into MCMS per service

40+ Service Level Trainings

Trainings are edited down and linked to inside every service in the MCMS

Build & Manage New Consulting Services with Ease

When you are a consultancy there are an infinite number of “service” options because you have such a vast array of knowledge to provide, especially after graduating from AMI. Yes, there are services already loaded into the MCMS, but needing to create custom consulting services for a client will always be necessary. How many times have you been in a consultation with a client and you know exactly what they need done, but have no idea how long it would take you to consult or how to organize it as a project. The MCMS system will allow you to create, time estimate and price a NEW consulting service with ease.

One Time and Recurring Billing Automation from Proposal

The proposal builder inside the MCMS will save you a tremendous amount of time when putting together a proposal, but what happens when you have a lead that wants to pay you? Having to create an invoice and send it out is a pain in the butt. Even worse, if you have to create and send out an invoice every month. The MCMS system has billing assistance built into it. Meaning, you can connect your payment gateway to the MCMS and the lead can pay for the proposal with the click of a button. Making one payment is easy to do but what about recurring payments for a specified duration? What if payments every month are a different rate?

Handling Recurring Billing with the MCMS

When you generate a proposal you will have certain services that are one time services and you will have services that are recurring services. You will want to set your client up on automated payments so you do not need to manually invoice them and so they do not have to manually pay you each month. Even if your client is allowed to cancel at anytime, you will still want to set them up on recurring billing. The MCMS will automate the recurring billing profile based on your proposal. No more hassling with invoices or proposals for that matter.

A Proposal Generation System Like No Other

There are many different proposal management systems on the market, but AMI decided to build one into the MCMS because you need your proposal builder to be connected to your service and task management system otherwise you are going to have a mess on your hands. Additionally, consulting services often times vary in cost from month to month and you need the ability to map out a proposal that can span for up to one year and have the ability to change services and billing for every month of the year. Would you normally change your services and cost each month in a service contract? No, but you should have the ability to map out a proposal with varying services so you can automate your recurring charging and task management all from one central interface.

Handling Recurring Billing with the MCMS

Option to map out difference or modified services each month

Modify pricing for each month

Automated recurring billing.

MCMS Magic - The Art of Sharing

Given the wealth of collective marketing information between marketing agencies wouldn’t it be amazing if there was a sharing library of proposal templates, consulting services and even tasks comprising all services. Imagine marketing agency “A” comes up with an amazing consulting approach and loads their tasks into the system, creates the services and even aligns a proposal outlining their annual based consulting service and decides to be nice and shares it to the AMI library. Marketing agency “B” decides to peruse the AMI library and finds the service and associated proposal template from marketing company “A” and easily expands their service menu utilizing the experience and intelligence of another marketing company. AMI is focused on defining marketing excellence not only through AMI education, but by creating a collaborative, structured sharing environment for all marketing agencies sharing the same goals and objectives.

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