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If you are looking to transition from a compliance-based financial account to a fully-fledged AI Business Advisor®, our blog is your essential resource. Packed with valuable posts on diversifying your accountancy practice, increasing revenue, upskilling, and future-proofing your skillset and business, our blog is a must-read for ambitious accountants. Stay ahead of the curve and unlock new opportunities by delving into the transformative insights and guidance offered in our blog.

Implementation by Training

Dear Accountant,

Step 32 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 third being ‘Coaching’ and the fourth, ‘Training’.  

 
 

This is where you have a client with a team who is keen the to lead them. You teach them your implementation skills, give them online access to the Methods, set out the best Action Plans to use show them how to use the editing and communicating functions. Then you check progress online weekly with diarised calls and intervene quickly if they seem to be struggling with an upsell to coaching or consultancy to maintain progress. 
 
In my next post we’ll look at how to implement through Consultancy.

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.