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A briefing about ...The Clientshare™ Academy -Marketing Training &Implementation CourseMichael ‘MC’ Carter - Director of P...
Ranking of Top 3 Challenges Facing Firms2010 Rank Challenge                       2008   2009   2010   ↑ or ↓  No.1    Gro...
Survey Practice Paradox™ Conducts•   Marketing skills training      • 41% have never been trained in marketing      • 14% ...
The Golden Triangle                  LeadershipClient Managers           Marketing Coordinator
Why a Marketing Machine?•   There’s a process and a logic to it•   You can learn to operate it•   Your team can learn to o...
“You do the math”Your Revenue     $                     ÷No. of Clients                     =Fee Per Client   $AVERAGE
“You do the math”Fee Per Client   $AVERAGE                     xGrowth Rate              %                     =New Revenu...
What does it taketo get good, atanything?                       Intention                    Money     Time
How much shoulda firm invest in                      Your Firm’s Revenuemarketing?                  $     Money
Money                 marketing?                 a firm invest in                 How much should             $ Your Firm’s...
ExampleHow much should                              $1,000,000 Firma firm invest inmarketing?        5% on INTERNAL resourc...
How much should                              Your Figuresa firm invest inmarketing?        5% on INTERNAL resources   $    ...
Which would you prefer?Higher value clients?                                   More clients?That is, a higher average fee ...
50%                                       growth potential                                  in your existing clientbaseHig...
$58,890 in additional Year 1 feesfrom first 11 clients stepped through   Clientshare™ Growth Process
$194,613 in additional fees fromthese 11 clients in next 5 years
Over $400,000 in additional fees     from these 11 clients        in next 10 years
From only eleven clients.     They have many   hundreds of clients.
$1,000,000   Firm’s revenue now                                           +                                      $500,000 ...
Guaranteed?                                           Yes. Conditions Apply.Higher value clients?                         ...
:) :)                                                :( :|                 Which are happier clients?                     ...
Happier owners                         Happier team        :) :)                                                    :( :| ...
Steph Hinds   Benefits Steph reports:DirectorGrowthwise    •   on a roll with our marketing and                  growth, wi...
Adam Ramage   Benefits Adam reports:DirectorMBR Group     • already acquired a new $15k client                  using what ...
Jeremy Harris                 Benefits Jeremy reports:PartnerGill, McKerrow & Associates   •   helped us really define our s...
Results      +  Education      =Lasting Change
EducationStructured program = CPE/CPD
Limit of 30 Firms   Be amongst one-third of 1% of firms
What is The Clientshare™ Academy?• Structured training course and  implementation support program• Marketing and selling f...
What is The Clientshare™ Academy?•   Structured training course and    implementation support program                     ...
What does the program cover?• 10 Modules delivered over 11 months  • Two semesters with a one-month break• First semester ...
Your Marketing Machine
Your Marketing Machine - Semester 1      Marketing       Communication of value          one-to-many
Your Marketing Machine - Semester 2   SellingCommunication of value    one-to-one
George Saab and David Cartwright   David Cartwright summed up theJoint Managing Directors           Practice Paradox™ diff...
Program format                           • Monthly Classes live online                           • Monthly ‘Nuts & Bolts’ ...
Plus two Masterclass Workshops•   2-day workshops•   $997 per ticket for general public•   Member-Only Pricing    Only $29...
Guaranteed?                  Yes. Conditions Apply.Growth Potential Consultation   We conduct this with you first, after yo...
The greatest potential cost is the opportunity cost of not growing                And the cost of that is more than financi...
Your next steps                                                     1. Go to this page on our website:                    ...
Clientshare Academy Briefing by Practice Paradox
Clientshare Academy Briefing by Practice Paradox
Clientshare Academy Briefing by Practice Paradox
Clientshare Academy Briefing by Practice Paradox
Clientshare Academy Briefing by Practice Paradox
Clientshare Academy Briefing by Practice Paradox
Clientshare Academy Briefing by Practice Paradox
Clientshare Academy Briefing by Practice Paradox
Clientshare Academy Briefing by Practice Paradox
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Clientshare Academy Briefing by Practice Paradox

An explanation of The Clientshare Academy. What it is, what it can do for you and your firm, and how to apply.

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Clientshare Academy Briefing by Practice Paradox

  1. 1. A briefing about ...The Clientshare™ Academy -Marketing Training &Implementation CourseMichael ‘MC’ Carter - Director of Practice Paradox
  2. 2. Ranking of Top 3 Challenges Facing Firms2010 Rank Challenge 2008 2009 2010 ↑ or ↓ No.1 Growth 25% 31% 37% ↑ 6% No.2 Profitability 24% 27% 28% ↑ 1% No.3 Cash Flow 15% 23% 26% ↑ 3% No.4 Productivity 24% 23% 20% ↓ 3% No.5 Introducing New Services 14% 12% 20% ↑ 8% No.6 Debtor Management 13% 16% 19% ↑ 3% No.7 Write Offs 21% 23% 18% ↓ 5% No.8 Getting New Clients 12% 14% 18% ↑ 4% No.9 Efficiency of Firm’s Processes 23% 20% 14% ↓ 6% No.10 Client Relationships 7% 9% 12% ↑ 3%
  3. 3. Survey Practice Paradox™ Conducts• Marketing skills training • 41% have never been trained in marketing • 14% haven’t received training in over 5 years 61% • 6% haven’t received training within the past 2 years• Selling skills training • • 48% have never been trained in selling skills 16% haven’t received training in over 5 years 77% • 13% haven’t received training within the past 2 years
  4. 4. The Golden Triangle LeadershipClient Managers Marketing Coordinator
  5. 5. Why a Marketing Machine?• There’s a process and a logic to it• You can learn to operate it• Your team can learn to operate it!• Doesn’t rely on YOU to run it• Predictable … works like clockwork• Scalable: You ‘turn it up’ when it suits• Much of it can be automated
  6. 6. “You do the math”Your Revenue $ ÷No. of Clients =Fee Per Client $AVERAGE
  7. 7. “You do the math”Fee Per Client $AVERAGE xGrowth Rate % =New Revenue $
  8. 8. What does it taketo get good, atanything? Intention Money Time
  9. 9. How much shoulda firm invest in Your Firm’s Revenuemarketing? $ Money
  10. 10. Money marketing? a firm invest in How much should $ Your Firm’s Revenue5% on INTERNAL resources3% on EXTERNAL resources
  11. 11. ExampleHow much should $1,000,000 Firma firm invest inmarketing? 5% on INTERNAL resources $ 50,000 + 3% on EXTERNAL resources $ 30,000 Money = $ 80,000
  12. 12. How much should Your Figuresa firm invest inmarketing? 5% on INTERNAL resources $ + 3% on EXTERNAL resources $ Money = $
  13. 13. Which would you prefer?Higher value clients? More clients?That is, a higher average fee per client because you are doing more for your clients?
  14. 14. 50% growth potential in your existing clientbaseHigher value clients? More clients?That is, a higher average fee per client because you are doing more for your clients?
  15. 15. $58,890 in additional Year 1 feesfrom first 11 clients stepped through Clientshare™ Growth Process
  16. 16. $194,613 in additional fees fromthese 11 clients in next 5 years
  17. 17. Over $400,000 in additional fees from these 11 clients in next 10 years
  18. 18. From only eleven clients. They have many hundreds of clients.
  19. 19. $1,000,000 Firm’s revenue now + $500,000 50% growth potential in + your existing clientbase $200,000 20% growth via = new clients $1,700,000 Firm’s new revenue < 20% CAGR over 3 yearsHigher value clients? More clients?That is, a higher average fee per client because you are doing more for your clients?
  20. 20. Guaranteed? Yes. Conditions Apply.Higher value clients? More clients?That is, a higher average fee per client because you are doing more for your clients?
  21. 21. :) :) :( :| Which are happier clients? :| :|Higher value clients? Lower value clients?
  22. 22. Happier owners Happier team :) :) :( :| Happier clients :| :|Higher value clients? Lower value clients? :) Everyone wins!
  23. 23. Steph Hinds Benefits Steph reports:DirectorGrowthwise • on a roll with our marketing and growth, with 5 new clients coming on board last week alone • Grown more in past 3 months than we did in previous 9 months • gave us a focus, now know who to target • actionable ideas, action plan is brilliant • referral rate has increased • have also essentially doubled what we can do with clients
  24. 24. Adam Ramage Benefits Adam reports:DirectorMBR Group • already acquired a new $15k client using what we learned at Masterclass • another new client meeting through better use of social media • has energised and engaged our team in a whole new way • might well be the best thing we have ever done for the firm • is changing the future of our business, and the value we provide our clients
  25. 25. Jeremy Harris Benefits Jeremy reports:PartnerGill, McKerrow & Associates • helped us really define our strategy • educated our team members and shifted their mindset • amazing value for money with the Classes, Nuts & Bolts Sessions and Masterclass workshops • great follow-up and substance • authentic advice, real experience • Paradox has a deep understanding of our business and our industry • I say to other accounting firms, “You’ve got to do this”
  26. 26. Results + Education =Lasting Change
  27. 27. EducationStructured program = CPE/CPD
  28. 28. Limit of 30 Firms Be amongst one-third of 1% of firms
  29. 29. What is The Clientshare™ Academy?• Structured training course and implementation support program• Marketing and selling focus • Mindset, skills and systems • Build a Marketing Machine™• Create a High Clientshare™ Firm• Grow your firm’s revenue
  30. 30. What is The Clientshare™ Academy?• Structured training course and implementation support program Implementation Education + Support ! ! Skills Results
  31. 31. What does the program cover?• 10 Modules delivered over 11 months • Two semesters with a one-month break• First semester is about marketing• Second semester is about selling
  32. 32. Your Marketing Machine
  33. 33. Your Marketing Machine - Semester 1 Marketing Communication of value one-to-many
  34. 34. Your Marketing Machine - Semester 2 SellingCommunication of value one-to-one
  35. 35. George Saab and David Cartwright David Cartwright summed up theJoint Managing Directors Practice Paradox™ difference:Cartwright Brown & Company • In over 20 years of subscribing to all the information available on how to grow our accounting firm, the difference with Practice Paradox is how practical and easy to implement the strategies are. I would sum it up by saying, all the rest are vague, and Practice Paradox is specific.
  36. 36. Program format • Monthly Classes live online • Monthly ‘Nuts & Bolts’ Sessions live online • 2 weeks after each classNuts & Bolts • Q&A Session and Open Forum SESSIONClientshare™ Academy Q&A • Implementation accountability and guidance • Member Only Online Discussion Forum • Next Actions reporting in • Tests for each module
  37. 37. Plus two Masterclass Workshops• 2-day workshops• $997 per ticket for general public• Member-Only Pricing Only $297 for Members of The Clientshare™ Academy• See our ‘Buzz’ page on our site to read the brilliant feedback we got from our recent Masterclass
  38. 38. Guaranteed? Yes. Conditions Apply.Growth Potential Consultation We conduct this with you first, after your Application
  39. 39. The greatest potential cost is the opportunity cost of not growing And the cost of that is more than financial Don’t let the ‘flatline’ continue Your Firm’s Revenue? Your Firm’s Revenue? $ This Next Year? Year?
  40. 40. Your next steps 1. Go to this page on our website: www.practiceparadox.com.au/application and complete the Application FormReminder of what’s included:• 10 Classes Live Online 2. Growth Potential Consultation• 10 Nuts & Bolts Sessions Live Online over the telephone or web with Practice Paradox• $4,163 in bonuses (first 15 approved firms only)• Member pricing on Masterclass workshops 3. If accepted into the program, your first payment is due• Access to member-only online resources within 7 days of your interview to secure your place Go now to www.practiceparadox.com.au/application

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