Dear Accountant,

In my last post you had uncovered that your client was focused on the wrong sort of customer as were their competitors, uncovering a serious opportunity. The collaborative result was that you identified together what they should be selling and to whom, stealing a march on the opposition.

So, your client wants to get cracking with advertising but you’re going to insist they use a rifle instead of the shotgun they have always used by first setting up a CRM system loaded, with the right sort of prospects.

Implementing the Runagood® CRM Action Plan will give them exactly that. So, in my next post I’ll look at how that works. 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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