Implementation by Advice

Dear Accountant,

Step 29 Taking Business Solutions into Clients

In my last post your client was ready to start implementing a Runagood® Business Method containing many practical Action Plans. So, the next step is to decide on the level of support you should provide.
 
Inside each Method is 6 options, the first being ‘Advice’.

This is where you have a highly competent client who wishes to self-implement. Give them online access to the Method, ensure they know how to select the best Action Plans and use the editing functions. Then you check progress online at regular intervals and intervene if they seem to be struggling with an upsell suggestion or compliment good progress.
 
In my next post we’ll look at how to implement through mentoring.

Find out here how Business Solutions Club membership turns you into a ‘Trusted Advisor’ and NEFD

With kind regards from 

Duncan

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers whilst profitable for accountancy practices to deliver through pioneering AI technology. He has automated the 000’s of practical consultancy techniques he developed used during 60 years of 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.