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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.

How to start preparing for Meeting 2  

‘For Accountants taking Clients Along the Runagood® Business Pathway’

In Meeting One you gathered a lot of information by asking killer questions and using Active Listening Skills to learn a lot. 

Now for the desk work. Take a look at your client’s: 

  1. Website – quality – clarity - calls to action?

  2. LinkedIn – professional presentation – how to get in touch?

  3. Other social media – Facebook / Instagram / Twitter – professional?

  4. Companies House – good NAV progression / On time filing / Gazette / Director changes?

  5. Google – what do people say?

  6. Competitors – do they look better / worse?

 Form a view – how does this business look publicly against its rivals?

Now match that to what the Client told you about Meeting One. What patterns can you see and what links can you see between the internal and external information you have.

"Time spent in reconnaissance is seldom wasted" ... Duke of Wellington

In my next post I’ll show you how to benchmark their performance using Runagood® technology.

Practical stuff from AI Business Advisor® see the series here

Business PathwayRunagood Ltd