Like any change management project, if you fail to plan then you are planning to fail! Before you implement any change into your firm it is essential to understand what success will look like. Our Customer Success team will walk you through the following process, however feel free to get started with the templates below. Best Practice would see this revisited at least 6 monthly thereafter.
Ensure you assign realistic timeframes and owners to the next steps, and make sure KPIs are aligned to the success metrics. Keep the momentum moving forward, with small frequent actions. Waiting until tax season, compliance season, busy season, the festive season (any season!) is over, is what our dear friend Albert Einstein called Insanity. "Doing the same thing over and over again and expecting different results".
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Consider your pricing strategy at the outset of your journey, however this is not a set and forget exercise. Start with two clients, then continue to improve and iterate. Not sure where to start - below are some examples of how other firms are pricing - more on this in later sections.
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You can also hear from one of Spotlight's early adopters on how he built his 100% advisory firm one client at a time.
