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OneClearPath
Welcome to One Clear Path
What to expect from this programme (6:49)
A summary of the process (3:40)
About the instructors (1:52)
Using the resources (1:12)
Step 1 - Foundation
Introduction to the Foundation modules (5:50)
Module 1 - Ideal Clients
Who are your ideal clients? (8:21)
How to segment your client base using Clarity's Portfolio View (4:44)
Clarity's Client Grading Matrix cheat sheet
Using a client grading matrix (3:27)
Defining your A, B, C, D and even E clients (3:31)
Deciding on your firm specific data tags for Portfolio View (3:24)
Starting with the 'quick wins' (11:15)
Quick recap and action plan (2:47)
Module 2 - Clear Message
Introduction - creating a clear message (1:14)
Before we get stuck in: Business Advisory - made simple! (10:20)
The challenges facing small businesses, what they want from their accountants and how clarity can help (27:27)
Creating client avatars/templates (9:30)
Using your client avatars to focus marketing efforts (4:08)
Demonstrate Clarity using clients' own data (4:50)
5 levels of advisory - understanding which is suitable for each client grade (7:42)
Quick recap and action plan (1:16)
Module 3 - Perfect Pricing
Introduction - creating the perfect pricing (6:29)
Creating the perfect pricing - importance and psychology of pricing - part 1 (13:45)
Creating the perfect pricing - importance and psychology of pricing - part 2 (9:12)
Using Clarity - a focus on value over cost (4:07)
Clarity's suggested pricing (10:53)
FAQs, incl what's the difference in packages in terms of actual delivery, and who delivers what? (7:39)
Objection handling (9:15)
Quick recap and action plan (1:42)
Step 2 - Engage
Introduction to the Engage Modules (0:44)
Module 4 - Firm Lead(s)
Introduction (2:16)
Making change stick (4:52)
Identifying your firm lead(s) (7:07)
The art of delegation (4:54)
Key responsibilities of your firm lead(s) overview (5:00)
Key responsibilities of your firm lead(s) team focus (3:34)
Key responsibilities of your firm lead(s) quick wins (3:27)
Working with the Clarity Member Success Team (1:12)
Reporting back and keeping on track (6:58)
Pitfalls and how to avoid them (4:46)
Quick recap and action plan (1:23)
Module 4b - Firm leads (for firm leads)
Introduction (2:05)
Your key responsibilities as firm lead (6:42)
Communication and the feedback loop
Working with Clarity member success team (3:12)
A big career step (5:59)
Pitfalls and how to avoid them
Quick recap and action plan
Module 5 - Team Training - (training for the firm lead and director)
Introduction
Becoming a SuperUser
Mastering efficient meetings
The importance of team training
Rolling out and delivering Clarity
Team training certification - Starter Plus
Module 6 - Connect with clients
Introduction
How to engage with clients
How to have your first Clarity meeting
Your communication strategy
Handling your clients objections
Step 3 - Delivery
Introduction to the Delivery modules
Module 7 - Follow Up
Introduction
Mastering the art of follow up
Be clear on the value and make sure it is understood
Handling objections and ghosting
Use Clarity as the sales tool
No isn’t always no and can mean ‘not yet’ or ‘not now’
How to follow-up on clients' Action Plan
Quick recap and action plan
Module 8 - Outstanding Services
Introduction
Agreeing the scope and price
Arrange the series of meetings in advance or use Calendly
Using the Clarity Agenda systems
Benchmarking their numbers using Clarity
Getting feedback and re-confirm scope is appropriate
Continuous improvement
Module 9 - Systemise
Introduction
Why the need for systems and what to systemise?
How to create a system
How to use and adapt the system
Important systems for new clients and prospects
Continuous improvement and the need to revisit systems
Wrap up
Course recap
Your feedback
What's next
Deciding on your firm specific data tags for Portfolio View
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