Remote QuickBooks Setup & Training Services

Slide 1: REMOTE QUICKBOOKS SETUP & TRAINING SERVICES with Dante Layton

Slide 2: 6 Steps 1. Initial contact 2. Needs assessment 3. Create data file 4. Initial training 5. Subsequent Training and Support 6. Service Completion

Slide 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

Slide 4: Initial Contact  Within 3 business days contact the customer at their preferred time by phone and email.  Ifcannot reach client, update QuickBase to Attempting to Contact  When you do reach the client, update QuickBase to In Progress

Slide 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).

Slide 6: Initial Contact  Introduce yourself, confirm information in email, and ask any preliminary questions.  IfI 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.

Slide 7: Initial Contact  Set expectations about service  Conduct needs assessment now if convenient. If not, make an appointment to do so.  Avoidneeds assessment (testing aptitude)  Always make an appointment (online meeting)

Slide 8: Initial Contact  Update QuickBase at https://www.quickbase.com/db/bcj5juqkj to Start of Engagement.

Slide 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

Slide 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

Slide 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

Slide 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

Slide 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

Slide 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

Slide 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

Slide 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

Slide 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

Slide 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)

Slide 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

Slide 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!