Client Upsell Service
To get ready for the first meeting at which you or a member of your accountant team introduce an ‘advisory upsell’, it’s necessary to prepare 3 reports in advance:
1.Financial Trends Analysis
2.Business Dashboard® Report
3.Meeting Agenda
These are derived from the bookkeeping system and added to by researching their website, social media, and Google.
Most accountants struggle to find the time for this with the result that sales opportunities are missed daily, ie at every visit.
The Runagood® service overcomes this entirely.
Give us access to your clients’ bookkeeping systems (with safeguards) and we’ll do the rest. Thereafter, every time you open a client folder the 3 reports will be waiting for you ready to present to them, leading to a near automatic sale.
An experienced member of the Runagood® team will prepare your reports setting you up with a stock of them to use at every client visit.
We’ll do these 3 at our cost price ie £500 (+VAT) for 10 sets. For more, we can discount that. And bear in mind that at £50 (+VAT) per client there is an immediate 100% payback per upsell.
Practical stuff from AI Business Advisor®