Features
Planning Module:
Work with your client to clearly define their vision and what steps need to be implemented based on their current satisfaction and systems in place.Sign off agreed actions due dates.
- Personal Satisfaction Score
- System Foundation Checklist
- Vision & Goals
- Actions & Accountability - 90 Day Plan
Financial Module
Help your clients understand how they can achieve a greater financial return on their investment in time, money, and energy. Implement disciplined processes to achieve financial goals are achieved and cash flow is 100% under control.
- Sync Accounting Software*
- ‘What If’ Profit Plan Modelling - Multiple
- How Are We Tracking - Actual v Budget
- Where Has My Profit Gone
- Cash Flow Management - 13 Week Rolling Forecaster
Marketing Module
Provide your clients with inbuilt processes to effectively manage contacts through the business development process to ensure monthly sales targets are achieved
- Business Development - Contact Funnel
- Sales Pipeline Management
Learning Module
Provide the business owner and their team members with tailored learning content. Allow all team members the opportunity to grow and reach full potential.
- Access Customised Learning Content
Business Owner Team
Allow your clients to easily add their team members who will be assigned accountability to ensure actions are completed and goals are achieved. Provide your clients with the opportunity to effectively delegate responsibility.
- Add/Remove
- Assign Access Permissions – Tailor Content & Functionality
- Team Member Dashboard
Business Owner Meetings Module
Your clients can seamlessly schedule professional team meetings, set agendas, record notes and assign actions directly to team members to ensure effective follow up.
- Schedule Coaching Session Meetings
- Email Calendar Invites
- Record Meeting Notes & Set Actions
- Email Meeting Notes & Actions