Accountants Growth Academy Resources

Mercure Grand, Bristol
19th March 2025

slide deck

ABRIDGED SLIDE DECK FOR PRESENTATION

3 Things Stable In Time


"Client loyalty reinforces the strategic health and sustainable success of your firm"

FLIPCHARTS

STORYBOARD

Your firm’s core purpose storyboard

strategic health Question 5

What Matters Most To Your Clients

Take seriously what matters most to your clients. Acknowledge and factor into your strategic plan what clients 'see as important to them'

Business Breakthroughs

REPORT & SUPPORTING TOOLS

Caring Customer Contact

Your client care contact programme determines your client experience. Your client experience determines the success of your firm.

REPORT & SUPPORTING TOOLS

Success From Story Telling

Use more stories.
The big question is how to construct
great stories in your marketing.
Follow the best marketing
SUCCES checklist in the
world?

REPORT & SUPPORTING TOOLS

Good Strategy

Avoid the easy path of no strategy or
bad strategy that so many businesses take.
Instead take the future of your business seriously and invest time and energy building good strategy.

REPORT & SUPPORTING TOOLS

Quarterly OKRs in your firm


Have a single quarterly priority focus in your firm, share it across all your team and set up ways to track activities and results.

podcasts

PODCAST

What Philippa Haynes, of the brand and marketing consultancy Insight 101, does brilliantly on this podcast is to unpack two or three deep, key insights that can help you and your firm connect with the messaging around your firm's brand, allowing you to underpin the future success of your marketing, your client loyalty and, arguably, the loyalty of your team.

PODCAST


In this conversation with Karen Eber, you'll hear about the importance of the power of stories in connecting in a deep and emotional way with your team, and in a deep and emotional way with your clients, so that you get the results you and your firm deserve.