REMOTE QUICKBOOKS SETUP & TRAINING SERVICES with Dante Layton

6 Steps Initial contact Needs assessment Create data file Initial training Subsequent Training and Support Service Completion

Initial contact

Needs assessment

Create data file

Initial training

Subsequent Training and Support

Service Completion

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

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

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

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

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).

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).

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 .

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 .

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)

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)

Initial Contact Update QuickBase at https://www.quickbase.com/db/bcj5juqkj to Start of Engagement.

Update QuickBase at https://www.quickbase.com/db/bcj5juqkj to Start of Engagement.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Subsequent Training & Support Complete training Set expectations for two weeks of support after which service will be complete Email IM Help Desk (google search)

Complete training

Set expectations for two weeks of support after which service will be complete

Email

IM

Help Desk (google search)

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

When training session is complete, update QuickBase to In Support Period and submit invoice.

Answer emails and calls from client.

http://www.grandcentral.com

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!

Please complete the survey when you get it

You are free and encouraged to blah, blah, blah.

Let’s share amongst us peers!