Top Minimum Viable Product Features for Transitioning Your Consultancy Business to a Paperless Solution: A Consultancy and Session Booking Platform

Building User-Centric Consultancy and Mentoring Platforms: Key Features Explained | A Comprehensive Guide

In the digital age, the need for accessible, high-quality professional guidance has never been greater. An innovative online consultancy platform is here to bridge the gap between clients seeking expert advice and coaches/mentors offering their invaluable expertise. As we unveil the Minimum Viable Product (MVP) of the platform, we are excited to share the features that make this service a game-changer in the consultancy space.

User Personas

Considering the goals and challenges faced by John Fredrick and Alan Scott, we aim to address their issues and those of others facing similar difficulties. Our solution will transform traditional consultancy services by enhancing trust, credibility, and traceability. It will provide a unified platform where users can monitor their progress, feel secure, and stay engaged, creating a streamlined and effective consultancy experience.

Transforming the Consultancy Experience

Who Can Benefit?

The platform is designed to serve three main user groups:

1. Clients: Individuals looking for professional guidance in various domains.
2. Coaches/Mentors: Experts ready to share their knowledge and support.
3. Admin: The backbone ensuring smooth operations and user satisfaction.

Seamless Interfaces

The platform features two primary interfaces:

• Mobile Application: Tailored for clients and coaches/mentors, offering an intuitive, user-friendly experience on the go.
• Web-Based Admin Panel: Equipped with robust tools for administrators to manage users and maintain platform efficiency.

Key Features for Clients

Welcome with a Splash

Upon opening the app, clients are greeted with a sleek splash screen showcasing our logo and tagline, setting a professional tone right from the start.

Explore as a Guest

New users can browse through various categories and view coach profiles without signing up. However, to book an appointment, registration is required.

Easy Registration and Secure Login

Clients register by providing personal information, including name, email, contact number (with OTP verification), and other details. Post-verification, users can log in using credentials or facial recognition for added convenience.

Personalized Interests

Clients can select up to five interests such as business, sports, reading, and gaming. This helps tailor the coach recommendations to their preferences. The selection can be updated anytime.

Home Screen Highlights

The home screen features banner images and lists coaches based on selected interests and specializations. Clients can easily navigate to detailed search results and apply filters.

Advanced Search Options

Clients can search for coaches by name and refine results using filters like specialization, experience, hourly rate, language, rating, and specific needs.

Comprehensive Coach Profiles

Profiles provide detailed information including name, tagline, profile image, ratings, experience, session count, skills, specializations, and client reviews.

Hassle-Free Appointment Booking

Clients can select available date and time slots, choose session format (audio/video), and proceed with payment. All booked appointments are listed under “My Appointments”.

Efficient Payment System

The payment interface shows the total amount and accepts debit/credit card payments. Clients can track their bookings in the “My Appointments” section.

Managing Appointments

Clients can view all scheduled and past appointments, with options to reschedule or cancel within specified timeframes, following the platform’s policies.

Real-Time Sessions and Communication

On the appointment date, a communication window opens for the session, which closes after the predetermined duration. Messaging features allow document sharing and ongoing communication between clients and coaches.

Post-Session Ratings and Reviews

After each session, clients can rate and review their experience, providing valuable feedback for continuous improvement.

Notifications and Support

Clients receive notifications for session reminders, messages, and platform updates. They can also submit inquiries through a contact form, with responses sent via email.

Comprehensive Profile and Settings Management

Clients can update personal information, verify contact numbers, change login credentials, and access policies and agreements directly from the app.

Empowering Coaches and Mentors

Smooth Onboarding

Coaches and mentors submit registration forms with required documents and business details. Once approved by the admin, they gain access to their profiles and tools.

Secure and Convenient Login

Coaches can log in using facial recognition and manage their profiles, including adding professional details and updating availability.

Dynamic Dashboard

The dashboard offers insights into appointments, earnings, and other key metrics, helping coaches manage their schedules and track performance.

Flexible Slot Management

Coaches set their availability by selecting time zones and adding time slots, allowing for multiple sessions each day.

Comprehensive Appointment and Payment Management

Coaches view all transactions, scheduled, and canceled appointments. They can also monitor payment details, submit withdrawal requests, and track request statuses.

Efficient Session and Communication Tools

Sessions are conducted through a secure communication window. Coaches and clients can exchange messages and documents seamlessly.

Notifications and Support

Coaches receive notifications for bookings, payments, reviews, and system updates. They can also submit inquiries to the admin and access various policies and terms.

Robust Admin Capabilities

Centralized Dashboard

Admins log in to a comprehensive dashboard that provides an overview of registered clients, coaches, top specializations, and total revenue.

User and Content Management

Admins can activate/deactivate users, approve/disapprove registration requests, and manage specializations. They also handle content on informative pages, FAQs, policies, and terms.

Review and Payment Oversight

Admins approve or decline client reviews for coach profiles and manage payment transactions, process withdrawal requests, and adjust platform commissions.

Detailed Reporting and Support

Admins generate reports on appointments, revenue, and user activity. They also address user queries through the support system, ensuring smooth platform operations.

Integrating Leading Technologies

To deliver these comprehensive features, the platform integrates several third-party services:

1. Stripe: Ensures secure, seamless payment processing. Stripe is renowned for its robust security measures and user-friendly interface, making financial transactions effortless and safe for both clients and coaches.
2. Twilio: Facilitates reliable SMS verification and OTP services. By integrating Twilio, we ensure that our users can easily verify their contact information, adding an extra layer of security to the registration and login processes.
3. Pendo: Provides advanced product analytics to optimize user experience. Pendo helps us understand user behavior, track engagement, and gather valuable feedback, enabling us to continually improve our platform’s functionality and user satisfaction.
4. Agora: Powers our messaging, video, audio, and live streaming capabilities. With Agora, we offer high-quality, real-time communication features that are essential for effective coaching sessions and seamless interactions between clients and mentors.
5. Firebase: Delivers efficient push notifications, keeping users informed and engaged. Firebase ensures that our users receive timely updates about their appointments, messages, and other important activities, enhancing overall user experience and engagement.

Download Feature Set Details

To access the feature set details, please use the following link: Download here.

??Connect with Us

Join us on this journey of innovation and excellence. Whether you need business consultancy, UI/UX design, or comprehensive software development, we are here to turn your vision into reality. Connect with us on the following platforms to start your project today:

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Let’s create solutions that elevate your business and drive innovation. Contact us today to get started on your path to success.