Improve your client's operations

For Accountants Guiding Business Owners along the Advisory Pathway

We’ve gone through 10 posts describing how you upscale a client into Financial Management services, creating a firm foundation from which the business will develop and grow, with you as the ‘Trusted Advisor / FD’.

And because that enabled you to create and review the management accounts that revealed below budget sales caused by ineffective Marketing, you introduced Marketing Methods.

So, while you and your client work on those, let’s take a look at another issue, revealed by the management accounts. The business is not getting enough sales volume from repeat customers. As with Marketing, this was flagged in the original Business Dashboard® Report and it’s now time to deal with it.  

Start with O01 ‘Analyse Customer Service Effectiveness’ because that assesses all the processes (or lack them) that govern the way that the products and / or services are created and delivered to customers.

Get your client to fill in the spreadsheet template. It will take some effort as it’s a comprehensive assessment from customer, supplier, team viewpoints and will enable you to spot the weaknesses and disconnects.

So, in the next post I’ll show you an example and map out your next steps. 

Practical stuff from AI Business Advisor® See the series here