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Member QuickStart - Essentials Part 1
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 (1:46)
e. The challenges facing small businesses, what they want from their accountants and how clarity can help (3:33)
f. What is business advisory? (6:59)
g. The 5 Levels of business advisory (6:24)
Are you ready to move to the next module?
Module 2 - The Platform
1. Fundamentals of your account. Inviting team, adding clients and checking data (5:42)
a. Introduction to the 7 Key Numbers (6:17)
b. Resources for the 7 Key Numbers
c. Portfolio view (2:18)
d. Improving the 7 Key Numbers (2:50)
e. Initial report (4:58)
f. Customer journey (2:18)
g. Service maps (2:17)
h. Agendas (1:23)
i. Summary (2:02)
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)
a.i. 5 levers of success (7:28)
b. The action plan (9:44)
b.i. The action plan - overview (3:48)
c. Business Improvement Report (1:49)
d. Financial Plan, Cash Flow Sense Check, Financial Performance Review (7:00)
e. DealFlow (1:15)
e.i. DealFlow extended (2:26)
f. Pricing (3:19)
g. Task Management (2:13)
h. Agendas + Meeting Mode (2:32)
i. Conclusion (1:13)
ii. Making a sale (11:18)
iii. Following up (4:48)
iv. A note about how and when not to speak about Clarity (3:08)
v. A word about role play (1:40)
Checklist
Module 4 - Handling clients objections
a. The Clarity objection crusher guide
b. The typical objections and how to handle them (9:15)
b. The typical objections and how to handle them
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