ESS Biz Tools

    Client Mentoring & Coaching

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    • Client Mentoring & CoachingClient Mentoring & Coaching

      • CBD0010 - Purchasing or Commencing Business CBD0010 - Purchasing or Commencing Business

        This is the recommended procedure to follow for clients that are purchasing or commencing a business and looking for some advice or guidance.

        •  Series 01 - Checklists, Structures and Tax Issues in PurchasingSeries 01 - Checklists, Structures and Tax Issues in Purchasing

        •  Series 02 - Self AnalysisSeries 02 - Self Analysis

        •  Series 03 - Successful Acquisition and Sources of FinanceSeries 03 - Successful Acquisition and Sources of Finance

        •  Series 04 - Insurance, Accounting Records and Asset ControlSeries 04 - Insurance, Accounting Records and Asset Control

        •  Series 05 - Sales Recording, Debtors, Payroll and InventorySeries 05 - Sales Recording, Debtors, Payroll and Inventory

        •  Series 06 - Record KeepingSeries 06 - Record Keeping

      • CBD0020 - Introductory Management CBD0020 - Introductory Management

        This procedure would suit clients in their first 6 months with your firm.

      • CBD0030 - Experienced Management CBD0030 - Experienced Management

        This procedure would suit clients after 6 months with your firm.

        •  Series 01 - Characteristics of a Well Run BusinessSeries 01 - Characteristics of a Well Run Business

        •  Series 02 - Departmentalised Accounts and Balance Sheet ItemsSeries 02 - Departmentalised Accounts and Balance Sheet Items

        •  Series 03 - Leadership, Marketing and KPI IssuesSeries 03 - Leadership, Marketing and KPI Issues

        •  Series 04 - Further Marketing IssuesSeries 04 - Further Marketing Issues

        •  Series 05 - Business PlanningSeries 05 - Business Planning

        •  Series 06 - TaxationSeries 06 - Taxation

        •  Series 07 - Banks and LendersSeries 07 - Banks and Lenders

        •  Series 08 - Corporate GovernanceSeries 08 - Corporate Governance

        •  Series 09 - Human ResourcesSeries 09 - Human Resources

        •  Series 10 - Time Management, Sponsorship and Government GrantsSeries 10 - Time Management, Sponsorship and Government Grants

      • CBD0040 - Dealing With Banks CBD0040 - Dealing With Banks

        Suitable for clients needing to utilise a bank's services and wanting to understand how banks evaluate their clients.

        •  Series 01 - Understanding Financial StatementsSeries 01 - Understanding Financial Statements

        •  Series 02 - Budgets And PlanningSeries 02 - Budgets And Planning

        •  Series 03 - Understanding The Banker/LenderSeries 03 - Understanding The Banker/Lender

      • CBD0050 - Business Planning CBD0050 - Business Planning

        Suitable for clients wishing to understand the processes involved in the preparation of a Business Plan.

        •  Series 01 - Starting The Business PlanSeries 01 - Starting The Business Plan

        •  Series 02 - Objectives/Resources QuestionsSeries 02 - Objectives/Resources Questions

        •  Series 03 - Products, Market, Experience And Location QuestionsSeries 03 - Products, Market, Experience And Location Questions

        •  Series 04 - Competitors, Marketing And Advertising QuestionsSeries 04 - Competitors, Marketing And Advertising Questions

        •  Series 05 - Production, Suppliers, Quotes, Costing, Pricing And Packaging QuestionsSeries 05 - Production, Suppliers, Quotes, Costing, Pricing And Packaging Questions

        •  Series 06 - Sales, Distribution, Operations And Exports QuestionsSeries 06 - Sales, Distribution, Operations And Exports Questions

        •  Series 07 - Staff, Training And HR QuestionsSeries 07 - Staff, Training And HR Questions

        •  Series 08 - Financial QuestionsSeries 08 - Financial Questions

        •  Series 09 - Funding, Organisational, R and D, Insurance And Quality Assurance QuestionsSeries 09 - Funding, Organisational, R and D, Insurance And Quality Assurance Questions

        •  Series 10 - Corporate Governance QuestionsSeries 10 - Corporate Governance Questions

        •  Series 11 - Risk, Sensitivity And Succession QuestionsSeries 11 - Risk, Sensitivity And Succession Questions

      • CBD0060 - Corporate Governance CBD0060 - Corporate Governance

        Suitable for clients wishing to know more about Company Directors' duties and corporate governance.

        •  Series 01 - Accounting ReportsSeries 01 - Accounting Reports

        •  Series 02 - Budgets And Management AccountsSeries 02 - Budgets And Management Accounts

        •  Series 03 - Leadership And Characteristics NeededSeries 03 - Leadership And Characteristics Needed

        •  Series 04 - Business PlanningSeries 04 - Business Planning

        •  Series 05 - Directors And Secretary's DutiesSeries 05 - Directors And Secretary's Duties

        •  Series 06 - AdministrationSeries 06 - Administration

        •  Series 07 - Risk AreasSeries 07 - Risk Areas

      • CBD0070 - Preparation And Use Of Periodic Financial AccountsCBD0070 - Preparation And Use Of Periodic Financial Accounts

        •  Series 01 - Working Capital ComponentsSeries 01 - Working Capital Components

        •  Series 02 - Profit And Loss And Balance SheetsSeries 02 - Profit And Loss And Balance Sheets

        •  Series 03 - Accounting ReportsSeries 03 - Accounting Reports

        •  Series 04 - LiabilitiesSeries 04 - Liabilities

        •  Series 05 - ProvisionsSeries 05 - Provisions

        •  Series 06 - KPIs And QuestionnairesSeries 06 - KPIs And Questionnaires

      • CBD0080 - Business Networks CBD0080 - Business Networks

        Suitable for clients looking to use business networks to assist in expanding their business.

        •  Series 01 - Business NetworksSeries 01 - Business Networks

      • CBD0100 - Exporting CBD0100 - Exporting

        Suitable for clients that may be interested in exporting including the role of Austrade; Federal Government Assistance through Austrade; Export Market Development Grant (EMDG); etc

        •  Series 01 - Export Markets And GrantSeries 01 - Export Markets And Grant

        •  Series 02 - Austrade And EFICSeries 02 - Austrade And EFIC

      • CBD0110 - MarketingCBD0110 - Marketing

        Suitable for clients wishing to develop marketing strategies for their businesses.

        •  Series 01 - Introduction To MarketingSeries 01 - Introduction To Marketing

        •  Series 02 - Direct Marketing For SMEsSeries 02 - Direct Marketing For SMEs

        •  Series 03 - Sponsorship And PlanningSeries 03 - Sponsorship And Planning

      • CBD0120 - Family BusinessCBD0120 - Family Business

        Suitable for clients involved in family businesses including papers on Family Councils; Succession Planning; Employment relations; engaging external management and Directors.

        •  Series 01 - Introduction To Family BusinessesSeries 01 - Introduction To Family Businesses

        •  Series 02 - Planning Family BusinessesSeries 02 - Planning Family Businesses

        •  Series 03 - Disputes And Marriage BreakdownsSeries 03 - Disputes And Marriage Breakdowns

        •  Series 04 - Directors And External ManagementSeries 04 - Directors And External Management

        •  Series 05 - Succession IssuesSeries 05 - Succession Issues

        •  Series 06 - Management Of SuccessionSeries 06 - Management Of Succession

        •  Series 07 - Structures And ConstitutionsSeries 07 - Structures And Constitutions

        •  Series 08 - Estate Planning And RetirementSeries 08 - Estate Planning And Retirement

      • CBD0130 - Getting Investment Ready CBD0130 - Getting Investment Ready

        Suitable for clients looking to gain investment from share capital or loan funds to grow their business and make clients aware of the processes to prepare sufficient documentation to satisfy due diligence evaluation by potential investors.

        •  Series 01 - Business OverviewSeries 01 - Business Overview

        •  Series 02 - Business Planning IntroductionSeries 02 - Business Planning Introduction

        •  Series 03 - Accounting/Financial Reports, Budgeting And KPIsSeries 03 - Accounting/Financial Reports, Budgeting And KPIs

        •  Series 04 - TaxationSeries 04 - Taxation

        •  Series 05 - MarketingSeries 05 - Marketing

        •  Series 06 - Customers, Financing And LeadershipSeries 06 - Customers, Financing And Leadership

        •  Series 07 - Corporate Governance, Government Assistance, Exporting And LegalSeries 07 - Corporate Governance, Government Assistance, Exporting And Legal

        •  Series 08 - Human ResourcesSeries 08 - Human Resources

        •  Series 09 - Company ValuationsSeries 09 - Company Valuations

        •  Series 10 - Investment ApplicationsSeries 10 - Investment Applications

        •  Series 11 - Due DiligenceSeries 11 - Due Diligence

     


     

     

    ESS BIZTOOLS has prepared a number of 'modules' that cover situations faced by your small and medium sized business clients and prospects.

    Included within each 'module' is a list of papers that could be 'branded' with your firm's details and sent to clients and prospects. We have grouped the papers into relevant series and suggest that these be sent out a week or two apart to allow the client to absorb the material gradually.

    Click on the relevant topic below to display the content and a link to download the material.

    Here is an example of how ESS BIZTOOLS Client Mentoring & Coaching Procedures works:

    A client telephones you, asks your advice regarding setting up a small business and wants to know what issues they should be aware of in the planning stages. You make an appointment with them to come in and discuss the matter further. You download Purchasing or Commencing a Business Procedure, 'brand' the documents and send them each series a week apart.

    THE RESULT
    The client will feel that you are proactive in your field and will be impressed by the prompt service. The 'branded' material that you send gives them something tangible that is informative and encourages your client to seek further services from your firm.

     

     


    Video Tutorial:

     

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