Use the ChangeGPS 40+ Service descriptions, add your own service item templates and fees, then customise these for individual clients
Running a client-focused business means sending a number of engagement letters. Yet this standard practice can use up a lot of your time. Create rapport with ChangeGPS Engagement letters, a process and system that puts your best foot forward with every new client.
Manage expectations with over 40 service descriptions with detailed scopes to set clear parameters and create a value chain to upsell over time.
If you are a Xero user, connect your XPM and Xero Blue (Invoicing) accounts.
Get paid quickly with GoCardless via direct debit for upfront, monthly and on completion fixed fee services.
Or sign up and connect to QuickFee Instalments to offer “advice now, pay later” fee funding for your clients over 4 easy instalments.
Send your completed Engagement letter to your client for a digital signature with our integrated digital signing solution using FuseSign. Download this signed copy for your records.
The ChangeGPS Engage product conveniently creates your Engagement letter which includes the following default sections:
- A cover letter on your letterhead outlining the scope, period of engagement and fee summary.
- Detailed Terms of Engagement which are compliant with all the accounting bodies.
- Detailed sections outlining your services, descriptions and fees based on service items selected for each entity.
- Where connected, integrated payment options using 3rd party payment gateway GoCardless