Client ‘Gift Horse’ Logic
Dear Accountant,
Step 8 Taking Business Advisory into Clients
In my last post I showed how to prepare for a first-time client meeting by considering their personality and therefore, likely reaction to your presentation. But just understand:
It is not you expressing opinions, but the Runagood® Business system.
You are being helpful by taking an interest in them and their business.
You are not responsible for their reaction.
They are at liberty to amend any of your inputs to change the report.
You are not selling anything.
It’s a ‘gift horse’ which they can accept or ‘look in the mouth’.
My next post will take you through the meeting…
This fourth series of posts reveals the steps needed to provide business advice to clients by planning their business futures and then profitably collaborating in the implementation for close and permanent relationships.
See the overview here https://www.runagood.com/consultancy/product-4 and if you wish to jump ahead to see what’s coming, ask here or to see what’s already been posted here.
Duncan Collins founded Runagood® to make practical solutions affordable for owner managers profitably for accountancy practices by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of directly and indirectly running, helping, buying, selling one million businesses large and small. Ask him anything, anytime for free at duncan@runagood.com
The ‘Runagood® Business Pathway’ takes any client from start up to exit solving their every ambition and problem along the way.
…via a National Accountant Network.