g. How to update your email settings and send our reports to clients

Clarity Full QuickStart Programme

Module 1 - Introduction to the programme and why Clarity?

a. before you start (for those that prefer to dive straight in!)
b. What to expect from this programme (9:01)
c. An introduction to your instructors (1:41)
d. How to use the resources (1:38)
e. The challenges facing small businesses, what they want from their accountants and how clarity can help (25:34)
f. What is business advisory? (9:30)
g. The 5 Levels of business advisory (4:55)
h. Your action plan for the next 14 days (1:41)
Are you ready to move to the next module?

Module 2 - The 7 Key Numbers

a. Introduction to the 7 Key Numbers (6:17)
b. Resources for the 7 Key Numbers
c. Revenue and revenue growth (22:15)
d. Gross profit percentage (14:20)
e. Operating profit percentage (EBITDA) (11:47)
f. Revenue per employee (11:39)
g. Core cash target (11:25)
h. Cash days (cash conversion cycle) (8:44)
i. Business return (12:04)
Are you ready to move to the next module?

Module 3 - How to have your first Clarity Meeting

a. How to use Clarity with a client (24:27)
b.i. The action plan - overview (3:48)
b.ii. The action plan - task sorting (7:41)
b.iii. The action plan - prioritisation canvas (4:11)
b.iv. The action plan - action hub (8:40)
b.v. The action plan - edit/create task templates (4:32)
c. Making a sale (11:18)
d. Following up (4:48)
e. A note about how and when not to speak about Clarity (3:08)
f. A word about role play (1:40)
Checklist

Module 4 - Handling clients objections

Module 5 - Getting to know the platform

a. The menu system (11:46)
b. Your firm settings (4:19)
c. Your profile (4:36)
d. The calculation methods (5:28)
e. Portfolio view (9:36)
f. Sending out emails and reports from Portfolio View (2:13)
g. How to update your email settings and send our reports to clients (7:08)
h. An overview of the various client screens/sections (7:10)
Checklist

Module 6 - Setting up users and adding clients

Module 7 - How to select your first clients to add to Clarity

Module 8 - An overview of pricing

Module 9 - How to introduce Clarity and contact/engage your clients

Supplementary module A - How to create a Financial Plan for every client

a. The financial plan and measuring results/actions v plans (2:12)
b. How you can price and deliver a financial plan (4:55)
c. Practicalities 1 for financial plan (4:51)
d. Practicalities 2 for financial plan (3:02)
e. How to edit and use the financial plan (5:00)
f. Measuring and monitoring actual results compared to the plan (4:58)

Supplementary Module B - How to create a Funding service and help your clients get funded

How "funding by clarity." creates a funding service for your firm and how to price it
The Clarity 3 Step Funding Process (Qualification, Quantification & Presentation)
How to apply for funding (2:20)
Apply for funding through Clarity (via our api with Capitalise) - UK only (2:58)

Supplementary Module C - How to create a Cash Flow Sense Check and help your clients get peace of mind

Supplementary Module D - How to use the 7 Key Numbers Plan to help your client see exactly what's going on and make better decision

Supplementary Module E - DealFlow: Keep track of your advisory pipeline and know what to do next