What happened in Meeting 2?

‘For Accountants taking Clients Along the Runagood® Business Pathway’

(Click here to see the previous post on how to run Meeting 2)

So here is the agenda page from the Business Dashboard® report created to guide the discussion.

It makes observations based on the client’s benchmark over and underperformances and is designed to get them reacting and talking so that through discussion everything is understood, or not, and issues for action identified and agreed upon.

The next step should is to understand the owners’ personal goals and life issues.

How to do that is in my next post.

Practical stuff from AI Business Advisor® see the series here