Three Simple Steps to quickly launch/scale your business advisory
services with zero frustration or tech overwhelm
The Clarity Simple Start Method is a simple to follow system that works for virtually any accounting, bookkeeping or advisory firm.
Unlike most courses, training or coaching programmes that either only add a single “piece of the puzzle” at a time or overload you with tools and vaults and never show you how to implement - oftentimes leaving you more confused,
frustrated and overwhelmed than when you started - the Clarity Simple Start Method
is the answer to the puzzle itself.
All you have to do is follow the right steps in the right order. And we’ll be right alongside you every step of the way!
Course Curriculum
Welcome to One Clear Path
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Step 1 - Foundation
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Module 1 - Ideal Clients
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- 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
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- 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
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- 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
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Module 4 - Firm Lead(s)
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- 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)
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Module 5 - Team Training - (training for the firm lead and director)
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Module 6 - Connect with clients
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Step 3 - Delivery
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Module 7 - Follow Up
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Module 8 - Outstanding Services
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Module 9 - Systemise
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Wrap up
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