Show client where they are now

Member QuickStart - Essentials Part 2

Section A: The initial clarity meeting and making a sale

Step 1 - Review your current key numbers - where you are now

Step 2 - Understand your plans for the future

Step 3 - Highlight the profit/cash improvement potential within the business

Step 4 - Create an action plan to help you get from where you are now to where you want to be

Step 5 - Would you like to work with us?

Priorities, Who/What/When and the Big Question:- would you like to work with us? (23:50)

Steps 6 & 7 - What are your key take aways? & Anything you need help on?

Section B: Recurring meetings. Once a client is paying, how do we deliver a meeting?

Ensure our numbers are correct ahead of the meeting (3:08)
Using the Agenda to your advantage (12:34)
Using the Financial Performance Review to compare (9:48)
Show multiple screens as once with Meeting Mode (9:45)
What happens if there is a change or a variance? (16:21)

Course Conclusion

Next Steps

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