Part Learning Management/ Career Development – Part Relationship Management/ Project Oversight
Part Document Management/ Systems Development.
Our client advisory portal was never built to fit in a box; it was built to solve real-world problems so it's form, reflects its function.
Part Document Management/ Systems Development.
Our client advisory portal was never built to fit in a box; it was built to solve real-world problems so it's form, reflects its function.
Train Your Team:
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1. We make it easier to train your team to deliver business advisory services
• Contextual Framework ‘plots’ the curriculum.
• CPD Log lets you record your learning progress.
• Just in Time Learning reduces ‘Mental Saturation’.
• ‘Drop Down Layers’ makes for Easy Observation of Team.
• 2-Way Search Function helps you find content that is ‘client suitable’.
• CPD Log lets you record your learning progress.
• Just in Time Learning reduces ‘Mental Saturation’.
• ‘Drop Down Layers’ makes for Easy Observation of Team.
• 2-Way Search Function helps you find content that is ‘client suitable’.
2. We make it easier to win new clients & up-sell existing services
• On-line Quizzes Let you Learn if the ‘Timing’ is Right.
• Pre-meeting Videos Prime your Client for the Meeting.
• Volatility Graph (via Xero API) Encourages Client to ‘Act Now’.
• Formal Sales Coaching Content and Contact Scripts Reduce Team Member Nerves, Improves Conversion.
• Content Evidence Puts the Client at Ease.
• Pre-meeting Videos Prime your Client for the Meeting.
• Volatility Graph (via Xero API) Encourages Client to ‘Act Now’.
• Formal Sales Coaching Content and Contact Scripts Reduce Team Member Nerves, Improves Conversion.
• Content Evidence Puts the Client at Ease.
3. We make it easier to manage the workload of client advisory
• Menu Management – ‘Controlling the Reveal’ helps ‘Buy Time’.
• Automated Reminders Keep Everybody Moving Forward.
• External Advisor Option Promotes Centre of Influence Relations & Improves Your Advisory Services Network.
• Existing Templates Stop You From ‘Reinventing the Wheel’.
• Automated Client Service Plan Enforces Structure & Regularity.
• Growth Framework Promotes Leveraged Delivery – either by Team or Via Workshops.
• Automated Reminders Keep Everybody Moving Forward.
• External Advisor Option Promotes Centre of Influence Relations & Improves Your Advisory Services Network.
• Existing Templates Stop You From ‘Reinventing the Wheel’.
• Automated Client Service Plan Enforces Structure & Regularity.
• Growth Framework Promotes Leveraged Delivery – either by Team or Via Workshops.
4. We make it easier for clients to engage and feel excited about their business.
• Education Frameworks let clients ‘fill in the blanks’.
• ‘Private Learning’ via videos, models & reading content improves understanding & reduces client embarrassment.
• Searchable ‘Solution Based’ Service Menu makes it easier to ask for help.
• Automated Action Plan reminders for use with the whole team. (internally)
• ‘Outside’ professionals can also collaborate within the portal.
• Everything’s in one place.
• ‘Private Learning’ via videos, models & reading content improves understanding & reduces client embarrassment.
• Searchable ‘Solution Based’ Service Menu makes it easier to ask for help.
• Automated Action Plan reminders for use with the whole team. (internally)
• ‘Outside’ professionals can also collaborate within the portal.
• Everything’s in one place.
Learn How Advisor-e Combines Informative Templates, Models & Reports To Help You Add Value. |
5 Ways You Can Tailor
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Start Winning Advisory Engagements!
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