Create a detailed sales plan over the
next 12 months together with a 5-year goal
Who Is this meeting for?
This review is for the owner of an accounting firm and/or their head of business development.
Why book this meeting?
Identify growth opportunities within your current client base.
The review will give you a clear plan for growth to help you establish realistic, achievable sales projections that take into account the resources required to achieve the projected growth.
What pre-work is required?
The only pre-work required is to connect your accounting software to our financial analysis tool.
What do we cover?
The review is split into these sections:
Current and potential product and revenue by client
5-year growth potential
Activity Plan
At the end we will create a step-by-step action plan and explore the value of Weekly Accountability Calls to increase your success potental.
What are the benefits?
Growth
Focus
Accountability
More Motivated
More Profits
Happier Clients
Who is your meeting host?
The review is hosted by Bob Harper:
Former marketing director in a £1m practice
Worked with over 300 accounting firms
Google Accelerator Sales Mentor
Inside these sections the review covers a wide range of topics.
How long is the review ?
1 hour
What is the investment?
£195*
*The investment is linked to the size of the practice; £195 covers up to two owners with each additional owners being an extra £50
Are there any gurantees?
Yes, if you feel the review is not meeting your expectations you can stop at anytime and we will refund you.
A Game changer for remote teams
‘Since implementing Agendali we've seen significant improvements in the efficiency and effectiveness of our meetings. Previously, our meetings were all over the place, but with Agendali's regular habit and format, we are now able to create a more structured and productive environment.
One of the most significant benefits of Agendali is the speed at which we can resolve issues and problems. The tool's ability to streamline discussions and keep everyone on track has helped us achieve our objectives in record time.
We also love the concept of a Host and Presenter, which has proved to be a game-changer. This unique approach builds delegation and participation into our meetings, empowering participants to take ownership of their roles and contribute to the team's success. This feature has been especially useful for our remote teams, who can now participate actively and feel engaged, even from a distance.