Remote QuickBooks Setup & Training Services

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    Remote QuickBooks Setup & Training Services - Presentation Transcript

    1. REMOTE QUICKBOOKS SETUP & TRAINING SERVICES with Dante Layton
    2. 6 Steps
      • Initial contact
      • Needs assessment
      • Create data file
      • Initial training
      • Subsequent Training and Support
      • Service Completion
    3. Initial Contact
      • Read the email for information about the customer. Use this initial information to start thinking about the needs assessment.
        • http://www.zoominfo.com
        • http://www.hillsearch.org
        • http://www.bizstats.com
    4. Initial Contact
      • Within 3 business days contact the customer at their preferred time by phone and email.
        • If cannot reach client, update QuickBase to Attempting to Contact
        • When you do reach the client, update QuickBase to In Progress
    5. Initial Contact
      • Call the client ASAP to avoid talking with them
        • I want to measure their aptitude for tech
        • http://www.getabuz.com
        • Leave a voicemail to contact me via email, IM or phone. (check your inbox technique)
        • Send vmail with something of value specific to their business (from research).
    6. Initial Contact
      • Introduce yourself, confirm information in email, and ask any preliminary questions.
        • If I get a callback do you prefer phone, email, or IM?
        • Do you have a video cam? Invite to http://www.skype.com or http://www.oovoo.com .
    7. Initial Contact
      • Set expectations about service
      • Conduct needs assessment now if convenient. If not, make an appointment to do so.
        • Avoid needs assessment (testing aptitude)
        • Always make an appointment (online meeting)
    8. Initial Contact
      • Update QuickBase at https://www.quickbase.com/db/bcj5juqkj to Start of Engagement.
    9. Needs Assessment
      • Reset expectations
      • Explain why you need to ask all these questions
      • Conduct needs assessment (use your own or start with sample checklist and modify to your needs)
        • http://www.google.com/a
    10. Needs Assessment
      • Work with client to make sure they are using the right QuickBooks product
        • QuickBooks Remote Access
        • http://www.webex.com
        • http://gotomypc.com
        • http://gotomeeting.com
    11. Needs Assessment
      • Determine if you can create initial chart of accounts in your office or of they need you to do it in their office.
        • By all means do this in your office if possible
        • Previous tech works well for this
    12. Needs Assessment
      • Tell them if you have assessed any needs that are out of scope and that you can help them with those things outside of the QBSU&T service.
      • It’s too early to talk about price. Say something like, “we can discuss this after we get through the setup.”
        • Do it with video
    13. Needs Assessment
      • Schedule meeting for installation (if needed), setup of customized data file, and initial training. (initial 2 hours must be at their home or office.)
      • Create a checklist for you and the client to follow based on needs assessment
        • http://www.basecamphq.com
        • http://www.tadalist.com
    14. Create Data File
      • Create chart of account
        • Do this remotely
      • Work with customer to set up
        • 1 bank account, and up to five customers, vendors, inventory items, sales items, sales tax items
        • Do this remotely as well
    15. Initial Training
      • Train client at their home or office to use the features that are most important to their business, such as:
        • Tracking sales & business expenses
        • Tracking & paying bills
        • Creating custom invoices, estimates, and purchase orders.
        • Do this live with the client
    16. Initial Training
      • Update checklist (basecamp or tadalist) with progress and any homework the client should do until next visit. Take a copy and leave one for the client
        • http://www.sharefile.com
    17. Initial Training
      • Schedule next training session, which may be remote if both you and the client are comfortable with it.
        • You have all you need to know to get started
    18. Subsequent Training & Support
      • Complete training
      • Set expectations for two weeks of support after which service will be complete
        • Email
        • IM
        • Help Desk (google search)
    19. Subsequent Training & Support
      • When training session is complete, update QuickBase to In Support Period and submit invoice.
      • Answer emails and calls from client.
        • http://www.grandcentral.com
    20. Service Completion
      • Please complete the survey when you get it
      • You are free and encouraged to blah, blah, blah.
        • Let’s share amongst us peers!

    + Dante LaytonDante Layton, 2 years ago

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