What can a 45-Minute “Road Map to Freedom” Coaching Session do for you?
1. ROADMAP … Developing a Clear Plan to Scale Your Practice and Prof-its
The most important part of building a sustainable practice is knowing where you are now and creating an effective plan of attack to move forward. Having clarity regarding your future is critical to lay the groundwork necessary to achieve the profound, meaningful, and life-changing increases in your practice.
2. MARKETING … Systematically Attracting Quality Clients
To scale your practice, you must be able to systematically attract high quality clients. Whether it is online or offline, you must have a consistent inflow of new high quality leads.
3. SALES … Building a Lead Conversion Machine That Works Even When You Don’t
In order to be able to optimize your own sales efforts, you must have a repeat-able sales process in place. Everything from the scripts you use on the phone to the presentations you give face-to-face to your prospects, you must begin to look at the sales function in your business as a system rather than something that is a one off.
4. OPERATIONS … Consistently & Systematically Deliver FIVE STAR Services
This is where you deliver on the promises you make to your clients. In order to create clients for life, you must be able to deliver a world class client experi-ence. By having processes in place and a systematic way of executing those processes, only then is it possible to deliver a repeatable five star service to your clients.
5. FINANCE … Knowing Your Numbers to Achieve Financial Freedom
You must know your numbers or you can’t afford to be in business. You need to know the key performance metrics (growth metrics) you must focus on to ensure your practice is in good health and to keep growing it.
6. PEOPLE … Finding Great People & Enlisting Them in Your Vision
Having the right people in the right seats is critical to your success in building a leveraged CPA firm. The process of identifying talent and inspiring them to play at a higher level is the key to building a great team. Results will be spo-radic at best unless you learn how to lead and manage people and hold them accountable. Said another way, you will only be as good as your own leader-ship abilities will allow you to be.
Our objective during this 45-Minute Coaching Strategy Call is to give you the framework of what it takes to have a strong practice that systematically gener-ates new quality leads, loyal clients, highly efficient systems, and an all-star team. It is the only way to build a sustainable profitable practice.