Dear Accountant,

In my last post you had graduated into being your client’s Financial Management Advisor through compiling presenting and analysing their budgets, management accounts and KPI reports. And after 2/3 months of this it becomes clear (say) that the new business revenue budget is being missed. What to do?

Fill in the Runagood® Marketing Plan template online and select Methods M01-M02. Open the Action Plans and use the detailed headings to find out how much you and your client really understand about the business’s markets, products, and services.

The answers will soon tell you where to begin. It’ll either be a research project using Methods M01-M02 or a development project (M03-M10) to generate and process more enquiries effectively.

In my next post I’ll open a Marketing Method to see how we’ll get that going. Meanwhile, you can take a closer look at this and all the tech here.

With kind regards from

Duncan

This is one of a major series that reveals all the processes to use. But if you wish to jump ahead to see what’s coming, ask us here or to see what’s already been posted click here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers via accountancy practices, profitably, by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of running, helping, buying, selling businesses large and small. Ask him anything, anytime for free at duncan@runagood.com

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