PROCESS FOR ENGAGING WITH CLIENTS

Here's the four step process to make contact with clients to register their interest in a business development program...

STEP 1

Clients are sent an email from you as their Accountant with a link to a registration page

STEP 2

Clients go to a Registration Page for a Strategy Session and a Financial Session

STEP 3

Clients have their operational systems & profit potential assessed to see if there's a fit

STEP 4

Clients who have a fit are offered a 6-week business development program

STEP 1

The Email

Subject: *Important Announcement: New Client Support*

Dear <Name>

Due to current trading conditions we have been evaluating how we support your business.

Government statistics tell us that 59% of all new jobs created in Australia come from one sector:

Businesses with less than 20 staff.

Your business has been identified as part of this sector, thereby qualifying you for new support.

As your accountants, we have contracted a professional consulting organisation to assist us with providing support to ensure your business is in the best position possible at this time.

There is NO COST to you for participating in this service, however you will need to register to access it (3 mins).

The service will provide you with two free sessions with details here.

We believe it is our responsibility and obligation to provide you with the best advice possible to trade successfully in this challenging trading environment.

Regards, Your Accountant

P.S. Please click on the link for more details on how to get access to this support.

STEP 2

The Page

When the client clicks on the link from the email (above) they are taken to the following registration page where they receive further details of what support is available. Below is the page they are sent to...

SUPPORT FOR BUSINESS OWNERS WHO ARE TRADING IN THE COVID-19 ECONOMY...

Wardle Partners have asked us to provide you with a support service to ensure your business is in the strongest possible position...

 

As they mentioned, businesses like yours are vital to the Australian economy providing 59% of all new jobs. 

 

You’ll (most likely) have already been granted wage subsidies.  The size and speed of access to these subsidies is evidence of how important you are as a Business Owner to employ staff, pay wages and trade successfully.

WHAT CAN YOU DO TO SAFELY NAVIGATE THE CURRENT TRADING ENVIRONMENT...

Your Business Success is Driven by Two Different Factors:

External Factors:

The economy, the government, interest rates, inflation, the pandemic etc… as Business Owners we have very little control over these factors

Internal Factors: 

Your business, your decisions, your strategy, your marketing, your quality etc… as Business Owners we have full control over these factors

Internal Factors will determine the future of your business… that’s what we’ll be focusing on with you.

THE BUSINESS RESPONSE PLAN (2 Free Sessions)

SESSION 1

In this Strategy Session we’ll work with you on:

  1. The 4 Futures of your business and what path you are currently tracking
  1. The 3 core parts of your business where the money is either made or lost
  1. The 9 Internal Projects that you can both control as well as improve

Once completed, you’ll have clear strategies to implement immediately that will add strength to your business

Details below…

SESSION 2

In this Financial Session we’ll work with you on:

  1. How much money your business should be making for you as the owner
  1. The strong suits in your business & which areas should be making more profit
  1. The dollar value of profit available in 3 core parts of your business

This session follows on from Session 1 and is conducted with you personally in a one-on-one consultation

More details below…

Session One is delivered through an on-line workshop (Webinar)

The following times are available for Session One and will be confirmed once you complete registration...

Tuesday X July

8:45am for 9am to 10am

Tuesday X July

3:45pm for 4pm to 5pm 

Recorded Session

If these times are unsuitable

You will be provided with a written assessment of how your business should perform when the Internal Factors are well managed and optimised.

Note: the live session will allow your questions to be answered and will be interactive.  We recommend you make every effort to attend if possible.

REGISTER BELOW

Session Two is an Individual 60 minute Financial Session (on Zoom)

You’ll receive a written assessment that is individualised to your business.  It requires a small amount of financial data (to drive the software) that we’ll request at the end of Session One.  Any information shared will remain confidential.

Please Book Into Your One-On-One Financial Session With One Of Our Specialist Advisors.

REGISTER HERE >

Once you have completed the Strategy Session and the Financial Session, you will be clear on how to control the Internal Factors that will drive your business through the upcoming trading conditions.  Thanks for taking the time to book in and we look forward to meeting you soon.

Your Specialist Advisor

Chris has owned and operated companies in the both the Manufacturing and Import/Export sectors and held Senior Management positions in both Private and Public companies over the last 20 years.

He stepped into specialist business consulting to bring a more holistic approach to business improvement across the SME sector on the Sunshine Coast.

Trusted Advisor Network (TAN) operates in Australia and NZ with a network of over 50 Business Advisors.  Over the past 18 years, TAN has developed market leading analytical tools and consulting resources to assist its clients across every industry.

Chris Beard

STEP 3

The Sessions

The following video outlines how clients are assessed for both their operational systems and profit potential to determine if there is a “Fit” for a program.

A “Fit” is found when the client has:

  1. Capacity in their business for growth requiring better Marketing and Sales functions to fill the capacity
  2. Margin improvement potential from pricing gains where customer loyalty is high, as well as cost control systems
  3. Productivity opportunities from better management of staff with KPIs and systemisation of core business processes

These are assessed in Session One and then quantified in Session Two.  If there is a 10 times ROI on program fees to the forecast profit potential, then a “Fit” is established.

Only then is a business development program offered…

STEP 4

The Program

The “6-Week Challenge” Program implements key findings from the assessment. However it is not practical to resolve all opportunities within 6 weeks.  Therefore the program focuses on strategies that produce “bankable” returns to ensure the 10 times ROI objective is met.  The investment for the program is $4,995 hence a minimum of $50,000 per annum must be found in Session 2 before program commencement.

When the program starts, clients receive a “challenge” every week with a video, a workshop and “Take-out Tasks” to implement. They also attend a facilitated “live” on-line session to answer any questions and ensure they are implementing their program correctly.

If a client doesn’t achieve the on-target returns by the end of the 6-week program, they have the option to continue the program at no further charge until they do.  This is the extent of our “guarantee”.  If clients have additional requirements beyond the scope of the 6-week program, they can ask for further assistance at any time.