We’re all stuck at home for the foreseeable.
We’re all affected, and your client’s businesses are hurt. Our attention is focused on what we can do to help clients.
It’s a testing time for all of us, but we still have the tools to make a client smile. With Diagnostax… unlimited usage… and Zoom… it’s just a click away.
Uhu… you have unlimited Diagnostax usage until June. 🎉
By using Diagnostax, you can demonstrate what can be done to make things better. Reduce their costs and make them savings. You can ensure your clients are in a more efficient tax position, with more money in their business. And you can do it all from the comfort of your own home.
Here’s a plan:
- Offer a free review as a good will gesture in these difficult times. (You’ll make back the money on work delivered)
- Use this template invite to… invite them.
- Start with those that need you most. That’s one conversation in their day that improves finances and peace of mind.
- Complete the Preliminary Questions & Questions, behind the scenes (45min)
- Invite the client to review your responses, on the Review page (15min)
- Create your action plan (30min)
- Invite the client to propose your plan (30min)
Host super ‘human’ meetings with video chat software, like Zoom. It’s perfect for those problem-solving talks, often more focused than face to face.
Get those Zoom calls in 🦹🦹♂️
Business photo created by drobotdean – www.freepik.com.