Maximising Your Practice Potential with Find, Qualify and Deliver
For accounting practices looking to boost their service offerings and enhance their client relationship, we can offer a 'Find', 'Qualify', and 'Deliver' approach to help practices navigate the challenges of business advisory client acquisition, engagement, and service delivery.
1. Find: Client Acquisition
In the vast ocean of potential clients, identifying the ones that match your practices’ services can be a herculean task. This is where the 'Find' phase of our Business Advisory Lead Generation Service steps in. We help firms identify and target potential clients who can benefit the most from their services.
Our Business Advisory Content with built in AI Content Generation, that our partners are free to reuse, supports marketing your advisory capability, increasing the size of your inbound marketing funnel and demonstrating your advisor capability.
Our Business Valuation Application provides company owners with an easy way instantly value their business and if they register, they receive an AI generated valuation report, greatly increasing the lead conversation rate for your website and social pages.
This 'Find' process ensures that you focus your energy on viable leads, reducing time spent on unlikely prospects and enhancing the overall efficiency of your client acquisition process.
Our Partner Business Valuation Application
2. Qualify: Client Engagement
Once potential clients have been identified, the next step is qualifying them to ensure they align with your firm's expertise and capabilities. The 'Qualify' phase leverages our Momentum Business Report™ Service to assess potential clients' current business status, challenges, and opportunities.
The Momentum Business Report™ is an in-depth analysis tool that examines a business from various angles, such as finance, talent management, intellectual property, and more. The result is a comprehensive report highlighting the key areas a business needs to address. By employing this tool, firms can provide personalised, relevant advice to clients, thereby boosting engagement and trust.
Phase 3: Deliver: Optimising Business Advisory Services
The final phase focuses on delivery, utilising the insights from the 'Qualify' phase, the 'Deliver' phase involves the deployment of our Momentum Business Review™, Momentum Business Report™ and Momentum Continuous Execution™ Services.
The Momentum Business Review™ facilitates a series of workshops to discuss and strategise over the identified business concerns, identify 1, 2 and 5 year visions for the business and the focus areas to work on to achieve the visions. It is a collaborative process that engages the clients, helping them understand their business from a new perspective.
The Momentum Continuous Execution™ Services is a long-term engagement where firms can assist clients in implementing the action plan developed during the Momentum Business Review™. Regular meetings and dashboards ensure that the vision, focus actions are delivered effectively, and the business stays on track via agreed KPIs.
In conclusion, the Momentum Business Model™ is more than just a tool. It is a comprehensive, end-to-end approach that amplifies the potential of accounting practices by streamlining client acquisition, engagement, and service delivery and ultimately boosting their service offerings and enhance client relations.
Like to learn more about our Business Advisory Services and Tools for Partners?
See us at the Digital Accountancy Show - Stand #46
Or take a look at our Partner Page or book a demo.
