Are you a Professional Services Firm looking to offer more?
If you are an accountancy or legal practice looking to provide added value to your clients to aid retention and client satisfaction, we will work with you to embed our skill set into your portfolio enabling you to offer market leading advisory without the expense of setting up a new division.
All the ‘Business Advisory’ services you could wish to offer designed for you and your clients to help with strategy, leadership, profit, growth, implementation and more are available plus downloadable benchmarked diagnostics.
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An example of typical additional programmes are below, to find out more please contact us:
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Sales
Successfully selling products and services is a critical capability for any size business, especially in an increasingly volatile market.
This 6 hour workshop will enable you to help your clients boost their own sales capabilities and results. At the completion of the workshop, attendees will walk away with a clear Sales One Page Plan, an actionable sales roadmap to success.
This service line includes:
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Pre-work Diagnostic tool
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Workshop format (PowerPoint)
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Marketing / Sales material and pricing tips for this workshop.
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Post workshop implementation suggestions
Strategic Planning Workshop
Facilitate a strategic planning workshop for any sized client.
A strategic plan acts as a guiding document on the vision and strategies for the organization. This helps ensure all divisions, teams and leaders are aligned in their focus on a common vision and the strategies / actions required to be implemented to achieve it. A strategic plan should be a key component to all professional service firms offerings to clients.
This service line will include:
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Pre-work diagnostic(s)
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Full Workshop format (PowerPoint)
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Simple and Advanced versions
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Marketing and Sales tips , material and pricing suggestions
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Post workshop implementation suggestions
We can adapt this workshop format to each specific context and to your own style. It may be that for larger businesses 2 days is needed and for smaller businesses just 1 day. The strategic plan can be delivered over two half day sessions a week apart to allow for incubation of great ideas.
Business Accelerator implementation and coaching support options
We find that implementation and coaching support are the key success factors in fast tracking success. We ensure your clients have a sounding board and regular accountability loop to ensure strategies are implemented and hurdles overcome.
This can be provided with a blend of online and face to face coaching and accountability sessions as required.
We work with you and your clients to determine the level and intensity of support require be that quarterly, monthly or tailored and more frequent meetings.
Quarterly Business Accelerator Support (QBAS)
- Direct online and phone implementation support
- Access to online coaching, learning and development platform
- Quarterly 2-3 hour on-site implementation meeting to ensure accountability
- One Page Plan and relevant strategies updated quarterly
Monthly Business Accelerator Support (MBAS)
- Direct online and phone implementation support
- Access to online coaching, learning and development platform
- Monthly 1-2 hour on-site implementation meeting to ensure accountability
- One Page Plan and relevant strategies updated monthly
Kinetic Business Leader Group
Business Leader Groups are a great way to to build leverage into and to accelerate the growth of the advisory offering in your business.
A Business Leader Group allows you to build a community of like-minded clients, prospects and alliance partners with quarterly 4-hour face to face or 2.5-hour webinar workshops that focus on leadership and high-performance business thinking, all created for you by Kinetic Business Advice.
Business Leader Groups are the perfect solution to:
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Build a community of ‘A class’ clients
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Bring together industry-based customers or alliance partners
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Use as a marketing initiative to demonstrate capability to existing or prospective customers
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Use the Groups as an entry-point support offering or as a part of a bundled retainer
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Get prospects over the line by inviting them to a Group session where you can demonstrate your capability
Ultimately, Business Leader Groups are a fantastic way to attract and retain clients with this low cost, high value point of difference.
Further advisory support options
In addition to our core offering we can also provide solutions to; address a wealth of specific matters via specific workshops, ad-hoc meetings to address specific issues or annual programs to train and develop your clients and indeed your team.
These solutions can be wrapped into our on-going support service and are priced separately.
Support topics include:
- Change readiness
- Elimination of wasteful practises
- Identifying your sustainable competitive advantage - Improving profitability
- Problem solving
- Growing your business
- Sales and marketing performance
- Leadership and management performance
- Project team implementation
- Supporting personal growth
- Self confidence
- Productivity and efficiency
- Culture, vision and values
- Personal time management
Business Value Maximisation
Help boost the value of a client's business in preparation for sale, or assist managers to cut costs and reduce waste to improve performance and profit with this business value maximisation workshop.
Customisable to suit the context, number of people involved and duration.
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Many owners run their business to fund their lifestyle and that of family members, but do not focus on maximising business value when exiting to optimise the sale price that could be achieved.
Too much time is spent working ‘in’ rather than ‘on’ the business, consequently getting a much lower amount than if they had planned ahead all to often "leaving money on the table".
The ‘Maximising Business Value’ workshop will take participants through a step-by-step process to get the most value from their business and cover the 3 key stages to maximizing business value; optimum performance, polishing the business and creation of the sale.