Client Mentoring & Coaching

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

About This Package

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.

This content is only available with the following ESS BIZTOOLS subscriptions

Webinar Recording

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.

Package Content

Click the titles below to view a summary of content.

CBD0010 - Purchasing or Commencing Business
6 Papers in this series
CBD0020 - Introductory Management
8 Papers in this series
CBD0030 - Experienced Management
10 Papers in this series
CBD0040 - Dealing With Banks
3 Papers in this series
CBD0050 - Business Planning
11 Papers in this series
CBD0060 - Corporate Governance
7 Papers in this series

CBD0070 - Preparation And Use Of Periodic Financial Accounts
6 Papers in this series
CBD0080 - Business Networks
1 Papers in this series
CBD0100 - Exporting
2 Papers in this series
CBD0110 - Marketing
3 Papers in this series
CBD0120 - Family Business
8 Papers in this series
CBD0130 - Getting Investment Ready
11 Papers in this series

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Client Seminars/Webinars is only available with the following subscriptions

All content available with Gold Level Subsacription

All content available with Silver Level Subscription

Partial content available with Bronze Level Subscription

Partial content available with Free Trial Access Subscription

View detailed list of accessible material

If, after 60 days, you are not completely satisfied with ESS BIZTOOLS, we will gladly refund your subscription.

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FREE Webinar

Attend one of our free webinars specially focused on helping accountants offer exceptional services to their SME clients.

Webinars

FREE Report

Do you really know what advice your clients want from you? To find out request a copy of 'Advice That Your Clients Want'.

Free Articles

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ESS BIZTOOLS’ AFFILIATE CAMPAIGNS

ESS BIZTOOLS is conducting a series of product campaigns for sales of products/services to accountancy businesses, business consultants, advisers and bookkeeping businesses.

AFFILIATE PARTICIPATION ON ESS BIZTOOLS

We are happy to extend an invitation to an affiliate to participate as a supplier of services in promotions to our subscribers. If you are interested in this, could you please contact us?

SMALL/MEDIUM ENTERPRISE MARKET

We have launched the ESS Small Business website which is primarily targeted at small/medium companies and enterprises as well as not-for-profits, charities, sporting and social organisations.

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