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Member QuickStart - Benchmarking Essentials
Welcome to Clarity Benchmarking
Agenda (6:16)
Introduction (3:18)
Setting up your benchmarking account (3:15)
Bulk adding your Xero clients (0:21)
Ensuring all essentials in your account are complete (4:15)
Why Benchmarking?
Show client where they are now (6:14)
3 ways to benchmark
Advisor Benchmarking (7:51)
Client Benchmarking (2:45)
All Business Benchmarking (3:24)
Benchmarking features
Filtering (6:55)
Reports (6:16)
Report templates + Q&A (6:24)
What's next?
Next steps, take action! (7:48)
Want more info?
Next steps, take action!
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