DealFlow allows the Clarity Community to keep track of where every client is in their advisory journey. Accounting firms (and their team members) can see clearly at which touchpoint each client is, and what next step is needed. This could be preparing for an upcoming meeting, following up on an action plan, or sending out a new simple report.
A number of our members were running spreadsheets to keep track of who they had spoken to, those they had sent Clarity reports to and who they needed to chase up to book in their next meeting. As a tech company, we want to make everything as user-friendly as possible for our members, and utilise automation whenever possible. We also like to keep everything in one place to avoid having to switch between different apps. Incorporating this follow-up management tool within Clarity was a natural progression for the platform.
The Power of Follow Up
Following up with clients is critical. Sometimes we think small business owners are not interested. The reality is they are just busy. Busy juggling multiple roles and tasks, busy managing their teams and busy dealing with clients. They sometimes miss what’s really important and accountants are often left to chase up, guide, and keep the small business owner on track. Following up, keeping the client accountable to their goals and booking in their next meeting is all part of the ‘responsibility’ of an accountant. Managing and chasing all the clients in your portfolio can be a huge task. So that no client slips through the cracks or fails to understand the import or to achieve their true potential, it is essential to follow up, follow up, follow up!
DealFlow gives your follow-up process a structure, and also gives you clarity on the progress of your advisory pipeline. #TeamClarity love using the pipeline feature within Hubspot as a management tool. It has helped us to plan and enable follow up. Proactively moving or guiding a client or prospect along the pipeline has helped nurture our deals. It make our prospctive members feel valued and increased conversions. We want to do the same for you in your business advisory journey.
DealFlow helps your firm to maximise the potential revenue of your advisory offering. Watch our 2 minute video below to see just how simple it is.