Onboarding and Re-engagement
Everything you need to give your clients an awesome onboarding experience.
Follow our Proactive Accounting Meeting process to deliver a high value session with your potential clients and set the tone for your new relationship and value-add services. Identify their compliance needs, business and personal goals, the challenges they’re currently facing, and how you can work together to address those challenges.
Use our proposal builder to easily produce beautifully branded proposals that your clients can accept online. Use our carefully curated Services Matrix to establish your playbook and drive Monthly Recurring Revenue through Service Plans.
Then, use our specialised onboarding content to provide new clients with an exceptional 'on-board' experience.
Reducing Scope Stretch
Stop giving your value away for free!
In 2019, we polled our Gap firms, across New Zealand, Australia and the UK on the subject of Scope Stretch. 82% of those firms responded that Scope Stretch is a significant problem for them.
Our Scope Stretch guides and scripts help you address the common causes of Scope Stretch in your firm. Our 'Quick Query' process teaches your team members how to position value and, therefore, fees.
Our simple Proposal for Additional Services then enables you to send a short-form proposal (in less than five minutes), so that you gain acceptance before you start a new job.
Pick a niche...
You don't have to do it all!
Strategy, Structure & Culture
Every business needs a plan. Even yours.
A Business Plan should be a living document that you refer to and update regularly - adding real value to any real business, no matter its size and stage. It's simply best practice.
In this four-hour session, you'll facilitate the creation of a dynamic one page Business Plan that addresses the heart and soul of your client's business, and identifies and prioritises their personal and business goals. Then, together you'll identify revenue targets and KPIs, opportunities and vulnerabilities that need to be managed, and establish a 90 Day Action Plan to address critical issues and deliver the outcomes they want.
Our system includes every email, template, script and form, along with comprehensive Delivery Notes to guide you every step of the way.
Core Values Development
Culture eats strategy for breakfast.
We know a great culture improves bottom line. Help your clients get the best from their teams by facilitating a workshop and guiding the creation and implementation of their Core Values.
Labelled the highest driver of employee engagement, Core Values are the essence of a company's identity; supporting the delivery of a business's vision and shaping the culture of an organisation.
Follow our comprehensive system to help your clients create a framework for decision making, team member interaction, and the customer experience. Attendees complete pre-work to boost engagement in the process and expose potential alignment issues. You'll then guide attendees to create up to five Core Values, along with definitions. Finally, the group will agree the behaviours that live into those core values.
How are your clients preparing for one of the biggest events in their business life?
We know that business owners must plan for their succession if they want to achieve the best possible exit outcomes.
Follow our system to establish a clear Succession Plan with your client. Start by delivering our Succession Planning presentation to get your client thinking about different succession scenarios and relevant business value enhancement strategies. Then, work tactically to devise succession timelines and implementation milestones.
Develop an initial 12 month Succession Plan, identifying what they want to achieve (taking into account business, personal and family expectations), their succession timeline, their ideal successor, opportunities to maximise business value, and the vulnerabilities and critical challenges they must address.
It's likely your client will need you to act as their ongoing coach, holding them accountable to the Succession Plan, so that their vision becomes reality.
A cornerstone to business success and longevity.
Utilise our Effective Governance system to help your clients maximise shareholder value, achieve their strategic goals, and minimise risk through the development and implementation of a Governance Framework Plan.
Enable business owners to separate their governance role from their operational role. Help them to establish an effective Board Meeting rhythm that reduces stress, manages risk, and adds business value.
Governance Coaching is not a 'one size fits all' service. Some clients will benefit from you stepping in as their governance coach as they hone their skills. This service creates enduring business value.
Ongoing Reporting, Coaching and Accountability
The power of an idea is in its implementation.
Our Quarterly Coaching system provides a structured 90 day accountability framework to ensure clients take the action they need to achieve their goals.
The foundations for a great coaching programme are often not understood. Your coaching service requires clear documentation of the engagement (proposal), ground rules established (mutual accountability), and a clear agenda for each meeting (pre-work, accountability, numbers review, insights and learnings, new actions, and identifying value gained).
Outcomes for clients are clear - increased accountability and support, better profit and cashflow, understanding the key drivers of their business and what impacts them, identifying and solving burning issues, becoming an expert sounding board, keeping their Business Plan alive as a 'living document', and fostering alignment amongst directors are some of the key outcomes for your client.
KPI Improvement Coaching
Coach your clients to make the changes that will drive their business performance.
Help your clients gain clarity on their key business drivers and set goals for improvement. These may be financial (e.g. gross profit margin) or non-financial (e.g. customer satisfaction ratings). Coach your clients to understand and measure each KPI and set targets for continuous improvement.
Once they're confident measuring each KPI, you'll provide monthly coaching to help them implement a tactical plan, focusing on the business processes and behavioural changes required to drive improvement.
The better your client understands their KPIs, the easier it will be to increase their profits and free up cashflow.
Educate clients AND generate leads.
Deliver powerful education marketing to current and future clients using our broad range of seminar kits. Each kit contains an event plan, a range of seminar invitations and scripts, event administration systems, a high quality PowerPoint presentation with detailed speaker notes, a feedback process, plus all the post event systems needed to maximise seminar outcomes.
Each seminar teaches best practice in business. As your seminar messages link directly to the services you offer to clients, you'll never be perceived as selling or product pushing.
Our members are achieving incredible success delivering these seminars. From small boardroom sessions right through to large scale events, they're generating recurring BD and compliance revenue, and at the same time improving client retention.
Design your unique seminars and workshops.
Education marketing is the softest form of selling, an important SITAV activity (Stay In Touch and Add Value), and a brilliant way to generate truly qualified leads.
Every event must have a clear purpose. Our content contains everything you need to confidently plan, market, and deliver any number of events.
This is a complete system; event invites and sales scripts, along with administration, delivery and post-event processes.
Education marketing works. It's the best way to attract, engage and delight existing and future clients.
Annual Accounts Review Meeting
Empower your clients AND help your team speak wider than the numbers.
Every business owner should read and understand their Annual Accounts at a base level. Delivering an effective Annual Account Review (AAR) Meeting will help your clients understand their business performance and tax position, the ongoing value you’re providing to them, and the opportunities to improve their current position.
Our system outlines how to help your team identify improvement opportunities, enabling them to speak wider than the numbers and articulate the value of working closer with your clients.
Ideally, the AAR Meeting should be delivered by a client manager or senior accountant, enabling directors to create capacity to deliver the Complimentary Client Review as well as ongoing Business Development and Advisory services.
Monetise your reports with a valuable wrap-around Momentum Call.
Clients don't read what they don't understand. There is arguably very little value in a set of Management Reports unless you bring them to life with actionable areas for improvement.
Help your clients join the dots by delivering a 15 minute 'Momentum Call' after sending the reports. Point out what's obvious in their numbers and show them the value in working together to improve profit and cashflow outcomes. The Momentum Call is the perfect segway to structured coaching.
Providing peace of mind.
A structured central register for your client, covering a raft of personal, financial, property, insurance, and business details that should be documented and stored securely online. The Life Organiser has been designed to provide peace of mind to your clients.
The Life Organiser Master Template is a key piece of IP at the heart of this bridge. Upon completion of a client's Life Organiser, your firm electronically stores a copy, enabling an annual review. The Life Organiser is a cost-effective add-on service that can be marketed, managed, and delivered by your admin team.