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Getting Started Effectively & with Direction

Global Advisory Trends Report 2025/26Global Advisory Trends Report 2025/26
Marketing & Selling Tips & TricksMarketing & Selling Tips & Tricks
Marketing Plan TemplateMarketing Plan Template
Dashboard Delivery NotesDashboard Delivery Notes
Call Script - Selling Dashboard ServicesCall Script - Selling Dashboard Services
Sample Dashboard PerformanceSample Dashboard Performance
Sample Dashboard ResilienceSample Dashboard Resilience
Sample Dashboard ClassicSample Dashboard Classic
Spotlight Sustain Advanced Sample ReportSpotlight Sustain Advanced Sample Report
Spotlight Sustain Lite Sample ReportSpotlight Sustain Lite Sample Report
Sample Consolidated Cashflow ForecastSample Consolidated Cashflow Forecast
Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
Sample Cashflow ForecastSample Cashflow Forecast
Cash is King WhitepaperCash is King Whitepaper
Consolidation in the CloudConsolidation in the Cloud
The Perfect Advisory RelationshipThe Perfect Advisory Relationship
Recession Busting TipsRecession Busting Tips
Forecasting Delivery NotesForecasting Delivery Notes
Pricing GuidePricing Guide
Cashflow Forecast ChecklistCashflow Forecast Checklist
Meeting Agenda SFMeeting Agenda SF
Call Script SFCall Script SF
Reporting & Mentoring Package ExamplesReporting & Mentoring Package Examples
Advisory Meeting Delivery NotesAdvisory Meeting Delivery Notes
Sample Report Cheat SheetSample Report Cheat Sheet
Call Script SRCall Script SR
The Power of Analysis & Benchmarking for Franchises, Networks & Industry SegmentsThe Power of Analysis & Benchmarking for Franchises, Networks & Industry Segments
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR
Smart KPIsSmart KPIs
12 Steps to Getting Started with Spotlight Reporting12 Steps to Getting Started with Spotlight Reporting
Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form
Transform! eBookTransform! eBook
Global Advisory Trends ReportGlobal Advisory Trends Report
Spotlight CertficationSpotlight Certfication
Spotlight Help CentreSpotlight Help Centre

Time is Now

Global Advisory Trends Report 2025/26Global Advisory Trends Report 2025/26
Marketing & Selling Tips & TricksMarketing & Selling Tips & Tricks
Marketing Plan TemplateMarketing Plan Template
Dashboard Delivery NotesDashboard Delivery Notes
Call Script - Selling Dashboard ServicesCall Script - Selling Dashboard Services
Sample Dashboard PerformanceSample Dashboard Performance
Sample Dashboard ResilienceSample Dashboard Resilience
Sample Dashboard ClassicSample Dashboard Classic
Spotlight Sustain Advanced Sample ReportSpotlight Sustain Advanced Sample Report
Spotlight Sustain Lite Sample ReportSpotlight Sustain Lite Sample Report
Sample Consolidated Cashflow ForecastSample Consolidated Cashflow Forecast
Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
Sample Cashflow ForecastSample Cashflow Forecast
Cash is King WhitepaperCash is King Whitepaper
Consolidation in the CloudConsolidation in the Cloud
The Perfect Advisory RelationshipThe Perfect Advisory Relationship
Recession Busting TipsRecession Busting Tips
Forecasting Delivery NotesForecasting Delivery Notes
Pricing GuidePricing Guide
Cashflow Forecast ChecklistCashflow Forecast Checklist
Meeting Agenda SFMeeting Agenda SF
Call Script SFCall Script SF
Reporting & Mentoring Package ExamplesReporting & Mentoring Package Examples
Advisory Meeting Delivery NotesAdvisory Meeting Delivery Notes
Sample Report Cheat SheetSample Report Cheat Sheet
Call Script SRCall Script SR
The Power of Analysis & Benchmarking for Franchises, Networks & Industry SegmentsThe Power of Analysis & Benchmarking for Franchises, Networks & Industry Segments
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR
Smart KPIsSmart KPIs
12 Steps to Getting Started with Spotlight Reporting12 Steps to Getting Started with Spotlight Reporting
Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form
Transform! eBookTransform! eBook
Global Advisory Trends ReportGlobal Advisory Trends Report
Spotlight CertficationSpotlight Certfication
Spotlight Help CentreSpotlight Help Centre

Franchises, Verticals and Not for Profits

Global Advisory Trends Report 2025/26Global Advisory Trends Report 2025/26
Marketing & Selling Tips & TricksMarketing & Selling Tips & Tricks
Marketing Plan TemplateMarketing Plan Template
Dashboard Delivery NotesDashboard Delivery Notes
Call Script - Selling Dashboard ServicesCall Script - Selling Dashboard Services
Sample Dashboard PerformanceSample Dashboard Performance
Sample Dashboard ResilienceSample Dashboard Resilience
Sample Dashboard ClassicSample Dashboard Classic
Spotlight Sustain Advanced Sample ReportSpotlight Sustain Advanced Sample Report
Spotlight Sustain Lite Sample ReportSpotlight Sustain Lite Sample Report
Sample Consolidated Cashflow ForecastSample Consolidated Cashflow Forecast
Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
Sample Cashflow ForecastSample Cashflow Forecast
Cash is King WhitepaperCash is King Whitepaper
Consolidation in the CloudConsolidation in the Cloud
The Perfect Advisory RelationshipThe Perfect Advisory Relationship
Recession Busting TipsRecession Busting Tips
Forecasting Delivery NotesForecasting Delivery Notes
Pricing GuidePricing Guide
Cashflow Forecast ChecklistCashflow Forecast Checklist
Meeting Agenda SFMeeting Agenda SF
Call Script SFCall Script SF
Reporting & Mentoring Package ExamplesReporting & Mentoring Package Examples
Advisory Meeting Delivery NotesAdvisory Meeting Delivery Notes
Sample Report Cheat SheetSample Report Cheat Sheet
Call Script SRCall Script SR
The Power of Analysis & Benchmarking for Franchises, Networks & Industry SegmentsThe Power of Analysis & Benchmarking for Franchises, Networks & Industry Segments
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR
Smart KPIsSmart KPIs
12 Steps to Getting Started with Spotlight Reporting12 Steps to Getting Started with Spotlight Reporting
Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form
Transform! eBookTransform! eBook
Global Advisory Trends ReportGlobal Advisory Trends Report
Spotlight CertficationSpotlight Certfication
Spotlight Help CentreSpotlight Help Centre

Practice Resources

Global Advisory Trends Report 2025/26Global Advisory Trends Report 2025/26
Marketing & Selling Tips & TricksMarketing & Selling Tips & Tricks
Marketing Plan TemplateMarketing Plan Template
Dashboard Delivery NotesDashboard Delivery Notes
Call Script - Selling Dashboard ServicesCall Script - Selling Dashboard Services
Sample Dashboard PerformanceSample Dashboard Performance
Sample Dashboard ResilienceSample Dashboard Resilience
Sample Dashboard ClassicSample Dashboard Classic
Spotlight Sustain Advanced Sample ReportSpotlight Sustain Advanced Sample Report
Spotlight Sustain Lite Sample ReportSpotlight Sustain Lite Sample Report
Sample Consolidated Cashflow ForecastSample Consolidated Cashflow Forecast
Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
Sample Cashflow ForecastSample Cashflow Forecast
Cash is King WhitepaperCash is King Whitepaper
Consolidation in the CloudConsolidation in the Cloud
The Perfect Advisory RelationshipThe Perfect Advisory Relationship
Recession Busting TipsRecession Busting Tips
Forecasting Delivery NotesForecasting Delivery Notes
Pricing GuidePricing Guide
Cashflow Forecast ChecklistCashflow Forecast Checklist
Meeting Agenda SFMeeting Agenda SF
Call Script SFCall Script SF
Reporting & Mentoring Package ExamplesReporting & Mentoring Package Examples
Advisory Meeting Delivery NotesAdvisory Meeting Delivery Notes
Sample Report Cheat SheetSample Report Cheat Sheet
Call Script SRCall Script SR
The Power of Analysis & Benchmarking for Franchises, Networks & Industry SegmentsThe Power of Analysis & Benchmarking for Franchises, Networks & Industry Segments
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR
Smart KPIsSmart KPIs
12 Steps to Getting Started with Spotlight Reporting12 Steps to Getting Started with Spotlight Reporting
Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form
Transform! eBookTransform! eBook
Global Advisory Trends ReportGlobal Advisory Trends Report
Spotlight CertficationSpotlight Certfication
Spotlight Help CentreSpotlight Help Centre

Sales & Marketing Tools

Global Advisory Trends Report 2025/26Global Advisory Trends Report 2025/26
Marketing & Selling Tips & TricksMarketing & Selling Tips & Tricks
Marketing Plan TemplateMarketing Plan Template
Dashboard Delivery NotesDashboard Delivery Notes
Call Script - Selling Dashboard ServicesCall Script - Selling Dashboard Services
Sample Dashboard PerformanceSample Dashboard Performance
Sample Dashboard ResilienceSample Dashboard Resilience
Sample Dashboard ClassicSample Dashboard Classic
Spotlight Sustain Advanced Sample ReportSpotlight Sustain Advanced Sample Report
Spotlight Sustain Lite Sample ReportSpotlight Sustain Lite Sample Report
Sample Consolidated Cashflow ForecastSample Consolidated Cashflow Forecast
Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
Sample Cashflow ForecastSample Cashflow Forecast
Cash is King WhitepaperCash is King Whitepaper
Consolidation in the CloudConsolidation in the Cloud
The Perfect Advisory RelationshipThe Perfect Advisory Relationship
Recession Busting TipsRecession Busting Tips
Forecasting Delivery NotesForecasting Delivery Notes
Pricing GuidePricing Guide
Cashflow Forecast ChecklistCashflow Forecast Checklist
Meeting Agenda SFMeeting Agenda SF
Call Script SFCall Script SF
Reporting & Mentoring Package ExamplesReporting & Mentoring Package Examples
Advisory Meeting Delivery NotesAdvisory Meeting Delivery Notes
Sample Report Cheat SheetSample Report Cheat Sheet
Call Script SRCall Script SR
The Power of Analysis & Benchmarking for Franchises, Networks & Industry SegmentsThe Power of Analysis & Benchmarking for Franchises, Networks & Industry Segments
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR
Smart KPIsSmart KPIs
12 Steps to Getting Started with Spotlight Reporting12 Steps to Getting Started with Spotlight Reporting
Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form
Transform! eBookTransform! eBook
Global Advisory Trends ReportGlobal Advisory Trends Report
Spotlight CertficationSpotlight Certfication
Spotlight Help CentreSpotlight Help Centre

Selling Dashboard Services

Global Advisory Trends Report 2025/26Global Advisory Trends Report 2025/26
Marketing & Selling Tips & TricksMarketing & Selling Tips & Tricks
Marketing Plan TemplateMarketing Plan Template
Dashboard Delivery NotesDashboard Delivery Notes
Call Script - Selling Dashboard ServicesCall Script - Selling Dashboard Services
Sample Dashboard PerformanceSample Dashboard Performance
Sample Dashboard ResilienceSample Dashboard Resilience
Sample Dashboard ClassicSample Dashboard Classic
Spotlight Sustain Advanced Sample ReportSpotlight Sustain Advanced Sample Report
Spotlight Sustain Lite Sample ReportSpotlight Sustain Lite Sample Report
Sample Consolidated Cashflow ForecastSample Consolidated Cashflow Forecast
Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
Sample Cashflow ForecastSample Cashflow Forecast
Cash is King WhitepaperCash is King Whitepaper
Consolidation in the CloudConsolidation in the Cloud
The Perfect Advisory RelationshipThe Perfect Advisory Relationship
Recession Busting TipsRecession Busting Tips
Forecasting Delivery NotesForecasting Delivery Notes
Pricing GuidePricing Guide
Cashflow Forecast ChecklistCashflow Forecast Checklist
Meeting Agenda SFMeeting Agenda SF
Call Script SFCall Script SF
Reporting & Mentoring Package ExamplesReporting & Mentoring Package Examples
Advisory Meeting Delivery NotesAdvisory Meeting Delivery Notes
Sample Report Cheat SheetSample Report Cheat Sheet
Call Script SRCall Script SR
The Power of Analysis & Benchmarking for Franchises, Networks & Industry SegmentsThe Power of Analysis & Benchmarking for Franchises, Networks & Industry Segments
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR
Smart KPIsSmart KPIs
12 Steps to Getting Started with Spotlight Reporting12 Steps to Getting Started with Spotlight Reporting
Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form
Transform! eBookTransform! eBook
Global Advisory Trends ReportGlobal Advisory Trends Report
Spotlight CertficationSpotlight Certfication
Spotlight Help CentreSpotlight Help Centre

Selling Budgeting Services

Global Advisory Trends Report 2025/26Global Advisory Trends Report 2025/26
Marketing & Selling Tips & TricksMarketing & Selling Tips & Tricks
Marketing Plan TemplateMarketing Plan Template
Dashboard Delivery NotesDashboard Delivery Notes
Call Script - Selling Dashboard ServicesCall Script - Selling Dashboard Services
Sample Dashboard PerformanceSample Dashboard Performance
Sample Dashboard ResilienceSample Dashboard Resilience
Sample Dashboard ClassicSample Dashboard Classic
Spotlight Sustain Advanced Sample ReportSpotlight Sustain Advanced Sample Report
Spotlight Sustain Lite Sample ReportSpotlight Sustain Lite Sample Report
Sample Consolidated Cashflow ForecastSample Consolidated Cashflow Forecast
Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
Sample Cashflow ForecastSample Cashflow Forecast
Cash is King WhitepaperCash is King Whitepaper
Consolidation in the CloudConsolidation in the Cloud
The Perfect Advisory RelationshipThe Perfect Advisory Relationship
Recession Busting TipsRecession Busting Tips
Forecasting Delivery NotesForecasting Delivery Notes
Pricing GuidePricing Guide
Cashflow Forecast ChecklistCashflow Forecast Checklist
Meeting Agenda SFMeeting Agenda SF
Call Script SFCall Script SF
Reporting & Mentoring Package ExamplesReporting & Mentoring Package Examples
Advisory Meeting Delivery NotesAdvisory Meeting Delivery Notes
Sample Report Cheat SheetSample Report Cheat Sheet
Call Script SRCall Script SR
The Power of Analysis & Benchmarking for Franchises, Networks & Industry SegmentsThe Power of Analysis & Benchmarking for Franchises, Networks & Industry Segments
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR
Smart KPIsSmart KPIs
12 Steps to Getting Started with Spotlight Reporting12 Steps to Getting Started with Spotlight Reporting
Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form
Transform! eBookTransform! eBook
Global Advisory Trends ReportGlobal Advisory Trends Report
Spotlight CertficationSpotlight Certfication
Spotlight Help CentreSpotlight Help Centre

Selling Reporting & Mentoring Services

Global Advisory Trends Report 2025/26Global Advisory Trends Report 2025/26
Marketing & Selling Tips & TricksMarketing & Selling Tips & Tricks
Marketing Plan TemplateMarketing Plan Template
Dashboard Delivery NotesDashboard Delivery Notes
Call Script - Selling Dashboard ServicesCall Script - Selling Dashboard Services
Sample Dashboard PerformanceSample Dashboard Performance
Sample Dashboard ResilienceSample Dashboard Resilience
Sample Dashboard ClassicSample Dashboard Classic
Spotlight Sustain Advanced Sample ReportSpotlight Sustain Advanced Sample Report
Spotlight Sustain Lite Sample ReportSpotlight Sustain Lite Sample Report
Sample Consolidated Cashflow ForecastSample Consolidated Cashflow Forecast
Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
Sample Cashflow ForecastSample Cashflow Forecast
Cash is King WhitepaperCash is King Whitepaper
Consolidation in the CloudConsolidation in the Cloud
The Perfect Advisory RelationshipThe Perfect Advisory Relationship
Recession Busting TipsRecession Busting Tips
Forecasting Delivery NotesForecasting Delivery Notes
Pricing GuidePricing Guide
Cashflow Forecast ChecklistCashflow Forecast Checklist
Meeting Agenda SFMeeting Agenda SF
Call Script SFCall Script SF
Reporting & Mentoring Package ExamplesReporting & Mentoring Package Examples
Advisory Meeting Delivery NotesAdvisory Meeting Delivery Notes
Sample Report Cheat SheetSample Report Cheat Sheet
Call Script SRCall Script SR
The Power of Analysis & Benchmarking for Franchises, Networks & Industry SegmentsThe Power of Analysis & Benchmarking for Franchises, Networks & Industry Segments
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR
Smart KPIsSmart KPIs
12 Steps to Getting Started with Spotlight Reporting12 Steps to Getting Started with Spotlight Reporting
Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form
Transform! eBookTransform! eBook
Global Advisory Trends ReportGlobal Advisory Trends Report
Spotlight CertficationSpotlight Certfication
Spotlight Help CentreSpotlight Help Centre

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Additional Resources

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Certification Courses

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