Yet again a meeting with the partners of an accountancy firm prove the power of good process – in this case good meeting habits. 

A meeting pack for every client and prospect meeting. A well thought out debrief sheet which gives the meeting structure and purpose. Plus it provides the internal process for recording results and actions a well as future processimprovements.

Big deal? £36,000 in additional profit (mostly) in 4 months from price increases and cross sales.

Sounds like a worthwhile process don’t you think?

What are your meeting processes and tools for ensuring you maximise price increased and/or cross sales?

Paul Shrimpling

Author of ‘Bamboo Marketing For Accountants’ – the route map to marketing success for accountants in practice –

Creator of ‘BUSINESS BITESIZE’ – cultivating a greater flow of new clients for your accountancy firm through profitable word-of-mouth

And let’s get LinkedIn