OnboardingBeautiful, automated Business Advisory proposals that engage clients and reduce scope stretch
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When we saw The Gap at Xerocon and dug into the detail, we saw real substance. I love systems and structure. The Complimentary Client Review has been amazing. I've never done a CCR to date that I haven't got more work from.
Our clients plan their kitchen renovation better than they plan their business. The people here need to all be business advisors because clients don't just want a tax return anymore.
Shannon Smit, SMART Business Solutions.
Business Advisory Firm of the Year 2017 - Australian Accounting Awards
Four years ago, I was stuck in compliance work. Now I make 5 to 6 client calls a day and spend the rest of my day delivering business development work. We’ve put our accountants in charge of delivering the draft accounts meetings so that we can run the coaching meetings.
In two years, we’ve gone from zero to 25% of our total revenue coming from BD work.
Niran Iswar, The Better Co Ltd.
Licence Agreement
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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, lease or assign the content to any other person or organisation.
30 Day Free Trial
You'll get access to the following base content:
Proactive Onboarding (PO), the Complimentary Client Review (CCR), and Business Planning (BP).
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