Selling Reporting & Mentoring Services

An easy and effective way to build up your value add services. In this section we not only show you how, we also provide a number of useful resources to help you on your way.

How to analyse a Spotlight Management Report

Amanda and Mel Rollason dissect a Management Report in a workshop style session with UK accounting firms

Opening the Conversation Role Play Recording (using Spotlight Reporting)

See a role play example of an 'opening the conversation' advisory session with a client using Spotlight Reporting

Advisory Mindset - how to start the conversation

Danelle shares how to lead the conversation deeper into advisory territory

How to prepare a report in 45 minutes

Use this workflow to easily and efficiently prepare a professional looking report in just 45 minutes

Quarterly Meeting Role Play Recording (using Spotlight Reporting)

See a role play example of a quarterly advisory session with a client using Spotlight Reporting

Resources for this category

Sample Consolidated Spotlight ReportSample Consolidated Spotlight Report
Sample Spotlight ReportSample Spotlight Report
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
How to prepare a report in 45 minutesHow to prepare a report in 45 minutes
Meeting Agenda SRMeeting Agenda SR

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