Portal Features

  • 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

Systemised end to end Business Development

Electronic acceptance for clients to accept your proposal with ease

Our Content Roadmap

  • Planning for Success
  • Effective Governance for SMEs
Content Roadmap

LEAP Programme

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.

Simply register here and our Implementation Manager, Jade Burger, will get you started.

Our Support

Providing value-add services requires resolving the three biggest barriers to implementing anything new in business: No Time, No Confidence and No System. Our support process ensures you get going and work towards achieving your goals.

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).
    What does The Gap subscription get you? Check it out!

    Our Pricing

    Our Pricing

    Read our Terms and Conditions or download our Licence Agreement here

    Too busy to read our wordy and longwinded (that's our legal team's job) agreement?
    There are three essential terms you need to be aware of
    :
      1. When you become a Gap member, you commit to a minimum 12-month subscription term.
      2. You can't own our intellectual property. We do. You get to use our resources as long as you're a paid up member.
      3. You cannot sell, give or hire the content out to any other person or organisation.

    To join, download and complete your membership form or contact us.

    Check us out!

    14 Day Free Trial

    Click here to register for a 14 day free trial of The Gap!

    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.

     

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