Standardising your service delivery gives you peace of mind knowing there is a training program for your staff that meets your clients' demands; and helps you respond to the challenges in attracting staff
A great service system is not the standard procedures you dust off when you get your professional body practice review! It is about delivering work to clients in a standard way that reduces your risk, increases delivery time and upskills staff.
A great service system:
- Is not a tech stack
- Trains your team
- Defines what and how to communicate with clients
- Standardises your practice & service delivery for a great client experience
- Maximises revenue
- Goes beyond a checklist with direct links to the actual templates & resources to be used by your team
- Gives staff approved choices of how to respond to client queries (without working for free or triggering scope creep)
The ChangeGPS client service systems available with Core Pro subscriptions:
- 12 Month Marketing & Team Training Plan
- Cashflow Advisory & Pricing System
- Business Financial Statement and Tax Return System
- Individual Tax Return System
- SMSF Financial Statements and Tax Return System
- Business Rebound System
- Successor Director System
- Estate Planning System
- Tax Planning System
- FBT Return System
- Trust Distribution Resolution System
- Business Continuity Plan System
**Above resources available with all Core Pro subscriptions
Watch the Accounting! with Dave and Tim - Client Service Systems Strategy Masterclass to learn how to:
- Plan ahead with a 12 Month Marketing & Team Training Plan
- Develop a standard service system for any client experience in your practice
- Generate interest for a service
- Engage a client for the price you deserve
- Prepare the work using standardised templates & procedures
- Deliver the work to clients in a standard way that reduces your risk, increases delivery time and upskills staff.