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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.

Getting started on your client's operations

For Accountants Guiding Business Owners along the Advisory Pathway

In the last post you had identified from your client’s management accounts that s/he was selling below budget for repeat purchases. So you opened the main Operations Method (O01) which has 10 Action Plans. 

Open the first one and then open the spreadsheet which has these tabs:

We’ll start with finding out what customers think of us before moving onto suppliers and our people in the supply chain.

Click image to download template

Here are the customer questions which will be processed by survey software…

This Method is a big one because it covers every part of Operations as the end to end process that it should be.

So, the next few posts will deal with it all to ensure you understand how best to implement this critically important function which is the engine room of every business.

Practical stuff from AI Business Advisor® See the series here

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