Client Meeting Agenda

Dear Accountant,

My previous posts have dealt with how to use Runagood® Technology to assess a business and its owner enabling you to generate and present 4 dashboards covering every aspect and bringing it all together in an automated report.

All that remains is to agree which of the goals to achieve and decide what actions to take.

The Collective Dashboard™ Report has an editable page for that purpose wherein you will develop an overview by aligning its content with some external research such as: visiting their website; that of competitors; Companies House; Linkedin; Facebook; Instagram; etc. Don’t underestimate how informative 30 minutes of this can be as business owners seldom do it and develop myopia.

You are now very well prepared for the big discussion. 

With kind regards from

Duncan

This is one of a major series that reveals all the processes to use. But if you wish to jump ahead to see what’s coming, ask us here or to see what’s already been posted click here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers via accountancy practices, profitably, by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of running, helping, buying, selling businesses large and small. Ask him anything, anytime for free at duncan@runagood.com

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