{"id":119781,"date":"2025-11-03T11:03:07","date_gmt":"2025-11-03T11:03:07","guid":{"rendered":"https:\/\/www.indexandomarketing.com\/digitalizacion-asesorias-conchi-sancar\/"},"modified":"2026-02-11T15:31:37","modified_gmt":"2026-02-11T15:31:37","slug":"conchi-sancar","status":"publish","type":"post","link":"https:\/\/www.indexandomarketing.com\/en\/conchi-sancar\/","title":{"rendered":"Digitalization of consultancy services &#8211; Conchi Sancar"},"content":{"rendered":"<p>[et_pb_section bb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243; background_color=&#8221;#80c9e6&#8243; custom_padding=&#8221;54px|0px|100px|0px|false|false&#8221; top_divider_style=&#8221;asymmetric4&#8243; top_divider_color=&#8221;#710067&#8243; top_divider_height=&#8221;250px&#8221; top_divider_flip=&#8221;horizontal&#8221; next_background_color=&#8221;#ffffff&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243; max_width=&#8221;80%&#8221; use_custom_width=&#8221;on&#8221; width_unit=&#8221;off&#8221;][et_pb_column type=&#8221;4_4&#8243; 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header_3_text_shadow_blur_strength=&#8221;header_3_text_shadow_style,%91object Object%93&#8243; header_3_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_4_text_shadow_horizontal_length=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_4_text_shadow_vertical_length=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_4_text_shadow_blur_strength=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243;]<\/p>\n<p>\nConchi Sancar is an expert in advising consultancies. In 2008, <strong>17 years ago, she founded her own firm as a strategic consultant<\/strong> to help other advisors digitize their businesses, save time in managing and organising client accounting, implement tools and automation, incorporate technology into their tasks, and develop marketing strategies.<\/p>\n<p>In her efforts to make the day-to-day work of consultancy professionals easier, she has published the \u2018<a title=\"Digital Survival Guide for Consultancies\" href=\"https:\/\/conchisancar.com\/libro\/\">Digital Survival Guide for Consultancies<\/a>\u2019, available in eBook or paper format and specifically oriented to consultants to help them digitize their businesses.<\/p>\n<p>In this interview with Conchi Sancar, we talk about her beginnings, how she got started in the <a title=\"digitalization of consultancies\" href=\"https:\/\/conchisancar.com\/\">digitalization of consultancies<\/a> and strategies focused on B2B businesses.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; 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header_4_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_4_text_shadow_vertical_length=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_4_text_shadow_blur_strength=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243;]<\/p>\n<h2>In 2008, you decided to implement teleworking for your own consultancy, something unusual at the time. Was it difficult?<\/h2>\n<p>Yes, it was. Not so much technically, but culturally. At that time, the idea of working outside the office generated mistrust. But I was clear that I could work perfectly well without having to physically go to an office. I implemented tools that are common today, such as cloud storage and digital communication, when they still sounded like science fiction to many firms. I did it because I didn&#8217;t want to waste hours of work going to a meeting when it was snowing. It may sound funny, but in Andorra, in winter, it snows a lot and travelling made me lose time that I preferred to spend on other things. <strong>I wanted a flexible, efficient consultancy that provided the same quality of service.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;PREGUNTA 2&#8243; _builder_version=&#8221;4.22.2&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;18px&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_text_color=&#8221;#ba007e&#8221; header_2_font_size=&#8221;20px&#8221; header_2_letter_spacing=&#8221;-0.09px&#8221; header_2_line_height=&#8221;1.5em&#8221; custom_margin=&#8221;0px|0px|0px|0px&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243; background_pattern_color=&#8221;rgba(0,0,0,0.2)&#8221; background_mask_color=&#8221;#ffffff&#8221; text_text_shadow_horizontal_length=&#8221;text_text_shadow_style,%91object Object%93&#8243; 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header_4_text_shadow_blur_strength=&#8221;header_4_text_shadow_style,%91object Object%93&#8243; header_4_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_5_text_shadow_horizontal_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243;]<\/p>\n<h2>You use what you call the \u2018OCC System\u2019. What does it consist of?<\/h2>\n<p>The OCC System summarises my way of working: <strong>organisation, communication and control.<\/strong> It is based on how I organised my office and prepared it for the future back in 2008. It consists of having the office fully digitalised in the cloud and requiring no physical intervention to function. Today, it is easier with digital tools that allow us to have everything in the cloud, talk to colleagues from different locations and have a task calendar so that we don&#8217;t miss anything.<\/p>\n<p>It took me a few years for the market to prove me right. In 2020, my colleagues and clients wanted the same system as me. 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header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243;]<\/p>\n<h2>What is your value proposition when approaching traditional consulting firms that do not understand the potential of digitalization?<\/h2>\n<p>The first thing I do is ask them not to obsess and to assess what will really provide them with the most profitability or time savings. Often, a couple of tools are enough. In the office, the most important thing is the system, because the tools all do more or less the same thing.<\/p>\n<p>Depending on each consultancy, we continue to create a service that does not focus on administrative tasks, and once they have defined their value proposition, we use digital tools to reach more clients and provide services, sometimes online. 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horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243;]<\/p>\n<h2>In your years of experience, you have surely seen many consultants make mistakes when trying to digitalize their business without a planned strategy. What are the most common mistakes?<\/h2>\n<p>The main mistake is to say \u2018I don&#8217;t have time,\u2019 because, curiously, they don&#8217;t have time to provide a profitable service, but they do find the time to close taxes at such a low price that it&#8217;s normal to feel frustrated as a professional.<\/p>\n<p>On the other hand, many consultancies buy software believing that it will solve their problems, then add tools, and some even take ChatGPT courses. And that&#8217;s without having the <strong>slightest digital base.<\/strong><\/p>\n<p>Starting the house from the roof is common, but in this sector, they are trying to advance 20 or more years of technological progress in which everyone has been \u2018asleep\u2019 performing very manual tasks and ignoring the digital evolution that was right in front of us.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_testimonial quote_icon_color=&#8221;#ba007e&#8221; _builder_version=&#8221;4.22.2&#8243; body_font=&#8221;||on||||||&#8221; body_text_color=&#8221;#ba007e&#8221; body_font_size=&#8221;22px&#8221; hover_enabled=&#8221;0&#8243; author=&#8221;Conchi Sancar&#8221; job_title=&#8221;Strategic consultant in advisory services&#8221; sticky_enabled=&#8221;0&#8243; background_pattern_color=&#8221;rgba(0,0,0,0.2)&#8221; background_mask_color=&#8221;#ffffff&#8221; quote_icon_background_color=&#8221;#f5f5f5&#8243; box_shadow_horizontal_image_tablet=&#8221;0px&#8221; box_shadow_vertical_image_tablet=&#8221;0px&#8221; 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position_text_shadow_vertical_length_tablet=&#8221;0px&#8221; position_text_shadow_blur_strength=&#8221;position_text_shadow_style,%91object Object%93&#8243; position_text_shadow_blur_strength_tablet=&#8221;1px&#8221; company_text_shadow_horizontal_length=&#8221;company_text_shadow_style,%91object Object%93&#8243; company_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; company_text_shadow_vertical_length=&#8221;company_text_shadow_style,%91object Object%93&#8243; company_text_shadow_vertical_length_tablet=&#8221;0px&#8221; company_text_shadow_blur_strength=&#8221;company_text_shadow_style,%91object Object%93&#8243; company_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243;]<\/p>\n<p>\n&#8216;That is the strength of advisors: the human touch. 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header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243;]<\/p>\n<h2>You have a consulting club for professionals who want to make their lives easier and improve their income. What is the added value of this group?<\/h2>\n<p>It is a space to catch up. Everyone at their own pace, but also with the support of colleagues. The group operates as a repository for content and queries. Each month I share strategic content that is simple to implement. This way, the advisors who are members see results with an investment of just an hour or two per month.<\/p>\n<p>There is a web platform, but also an app. The idea is to stay in touch, hold online and face-to-face meetings, but above all, to <strong>stay up to date without stress or pressure.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;PREGUNTA 7&#8243; _builder_version=&#8221;4.22.2&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;18px&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_text_color=&#8221;#ba007e&#8221; header_2_font_size=&#8221;20px&#8221; header_2_letter_spacing=&#8221;-0.09px&#8221; header_2_line_height=&#8221;1.5em&#8221; custom_margin=&#8221;0px|0px|0px|0px&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243; background_pattern_color=&#8221;rgba(0,0,0,0.2)&#8221; background_mask_color=&#8221;#ffffff&#8221; text_text_shadow_horizontal_length=&#8221;text_text_shadow_style,%91object Object%93&#8243; 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How has it changed the way you advise clients?<\/h2>\n<p>I love AI and use it myself and with clients. In terms of the sector, I think it should be used for tasks and actions that anyone can do, so that we can devote more valuable personal time to clients. That is the strength of advisors: the human touch. So my motto is: <strong>use AI for your routine tasks so that you can give your clients more personal attention.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_testimonial quote_icon_color=&#8221;#ba007e&#8221; _builder_version=&#8221;4.22.2&#8243; body_font=&#8221;||on||||||&#8221; body_text_color=&#8221;#ba007e&#8221; body_font_size=&#8221;22px&#8221; hover_enabled=&#8221;0&#8243; author=&#8221;Conchi Sancar&#8221; job_title=&#8221;Strategic consultant in advisory services&#8221; sticky_enabled=&#8221;0&#8243; background_pattern_color=&#8221;rgba(0,0,0,0.2)&#8221; background_mask_color=&#8221;#ffffff&#8221; quote_icon_background_color=&#8221;#f5f5f5&#8243; box_shadow_horizontal_image_tablet=&#8221;0px&#8221; box_shadow_vertical_image_tablet=&#8221;0px&#8221; box_shadow_blur_image_tablet=&#8221;40px&#8221; box_shadow_spread_image_tablet=&#8221;0px&#8221; text_shadow_horizontal_length=&#8221;text_shadow_style,%91object Object%93&#8243; text_shadow_horizontal_length_tablet=&#8221;0px&#8221; 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When can consultancies start developing their marketing strategy?<\/h2>\n<p>I only recommend marketing when you have something more than just administrative tasks to sell. 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header_5_text_shadow_horizontal_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_5_text_shadow_vertical_length=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_5_text_shadow_blur_strength=&#8221;header_5_text_shadow_style,%91object Object%93&#8243; header_5_text_shadow_blur_strength_tablet=&#8221;1px&#8221; header_6_text_shadow_horizontal_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; header_6_text_shadow_vertical_length=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_vertical_length_tablet=&#8221;0px&#8221; header_6_text_shadow_blur_strength=&#8221;header_6_text_shadow_style,%91object Object%93&#8243; header_6_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243;]<\/p>\n<h2>You work hard on your LinkedIn presence, you have a YouTube channel, you hold webinars&#8230; What kind of B2B marketing strategies work best for you to attract other consulting firms?<\/h2>\n<p>What works best for me are webinars launching a new service or information product. I think the best way to connect is by seeing the person: how they speak, what they say, how they express themselves&#8230; That&#8217;s why <strong>live webinars are my go-to tool for getting closer to my clients,<\/strong> but also for them to understand my proposal and know that I understand them because I&#8217;m also a consultant.<\/p>\n<p>Without a doubt, advertising and exposure on social media drives me to reach those firms.<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;PREGUNTA 11&#8243; _builder_version=&#8221;4.22.2&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;18px&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_text_color=&#8221;#ba007e&#8221; header_2_font_size=&#8221;20px&#8221; header_2_letter_spacing=&#8221;-0.09px&#8221; header_2_line_height=&#8221;1.5em&#8221; custom_margin=&#8221;0px|0px|0px|0px&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243; 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And contrary to statistics, small firms achieve greater profitability than others considered larger. <strong>What really drives me is seeing how advisors enjoy their profession again,<\/strong> without complaints during peak quarterly work periods, and above all, focused on providing value to their clients rather than to the administration.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_button _builder_version=&#8221;4.22.2&#8243; button_text=&#8221;You can read all our interviews here&#8221; button_url=&#8221;https:\/\/www.indexandomarketing.com\/en\/stories\/&#8221; button_alignment=&#8221;center&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#ba007e&#8221; button_text_shadow_horizontal_length=&#8221;button_text_shadow_style,%91object Object%93&#8243; button_text_shadow_horizontal_length_tablet=&#8221;0px&#8221; button_text_shadow_vertical_length=&#8221;button_text_shadow_style,%91object Object%93&#8243; button_text_shadow_vertical_length_tablet=&#8221;0px&#8221; button_text_shadow_blur_strength=&#8221;button_text_shadow_style,%91object Object%93&#8243; button_text_shadow_blur_strength_tablet=&#8221;1px&#8221; box_shadow_horizontal_tablet=&#8221;0px&#8221; box_shadow_vertical_tablet=&#8221;0px&#8221; box_shadow_blur_tablet=&#8221;40px&#8221; box_shadow_spread_tablet=&#8221;0px&#8221; vertical_offset_tablet=&#8221;0&#8243; horizontal_offset_tablet=&#8221;0&#8243; z_index_tablet=&#8221;0&#8243; \/][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Conchi Sancar is an expert in digitalising consultancy services. 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