- Electronic acceptance for clients to accept your proposal with ease
- Online forms for your clients to easily submit pre-work and feedback
- Autobranding of client documents, including your firm logo and custom footer text
- Integration with Xero to sync your client database to the portal
- Auto tracking of outstanding proposals
- Business Development analytics for your firm
- A community support area for you to interact with like-minded peers
Example documents for your reference
- Track Business Development revenue and CCR counts against your firms' targets
- A pricing matrix for automatic streamlined pricing in proposals
- Individual goals and actions to help hold you accountable to achieving your BD success
- Marketing collateral
- Mindset video catalogue, mindset resources and leadership resources
- Custom email settings per individual, including salutations and email signature image and text
- Ongoing education content
Access to 16 Business Development bridges (and counting!)
We call our BD products 'Bridges', as they bridge the gap between compliance services and services that create enduring value for your clients. All of these services are suitable for typical SME clients.
Click on a bridge below to read more.
An end to end system teaching you how to deliver each service
Electronic acceptance for clients to accept your proposal with ease
Our Content Roadmap
- Planning for Success
- Effective Governance for SMEs
LEAP is a free online programme designed to keep our members accountable to implementing their BD vision. LEAP comprises 11 simple modules, each with a short video and an Action Plan. We expect you to complete LEAP within 26 weeks, though most firms will work through the modules much faster than this.
Your monthly investment in The Gap includes the below support, our members describe it as 'world class'. You also get to talk to humans (and we're a crack up bunch).
There are three essential terms you need to be aware of:
- When you become a Gap member, you commit to a minimum 12-month subscription term.
- You can't own our intellectual property. We do. You get to use our resources as long as you're a paid up member.
- You cannot sell, give or hire the content out to any other person or organisation.
Check us out!
14 Day Free Trial
You'll get access to TWO FULL services - the Complimentary Client Review (CCR) and Business Planning (BP).
No credit card required.
Take a Tour
We regularly host 60 minute online tours of The Gap Portal.
We'll show you how our systemised bridges allow you to leverage your team effectively to deliver a range of value-add services to your SME clients.
Register your team today and see how you can start your Business Development journey with The Gap.