Tag Archives: process

How to build and use a client acceptance process so you only work with the best clients for you

You CAN choose who you work with. Whether you’re just starting out or you’re an

How and when do I set up a waiting list for new clients?

There are only so many hours in the day and as much as you might

What do you do to prequalify a lead (so the best ones sign up and the worst ones go away)?

You just got a new lead. Maybe even a few of them. How do you

How to move onboarding from your head to an actual process

So you’ve got an idea of your onboarding process and are excited to put it

How to create YOUR process, your way, to convert the right leads

Your prospects may use a range of different software and systems but as you are

Getting leads isn’t the problem – our firm has plenty (and many are good). Do we ease back on marketing now?

Getting leads is one thing: but what happens when – due to all the marketing

The personal element has the greatest impact

“You need to have the machine, and you also need the human element.”  My friend

Onboarding: The machine with the human on top

Recently, I was talking to one of our accounting firms who has put a lot

Glimpse into the “three stage” level of brand work

Last week I had Col, our head of Branding, round and we talked about our