268 Standardizing Services - A Framework
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- เผยแพร่เมื่อ 29 ก.ย. 2024
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I'd like to imagine the person driving was nodding along in agreement.
So stinking helpful! This simplified so much in my brain and I got to work on it right away! Thank for the generous free gift.
Ah great!
Business Analyst meets Public accounting firm. Great episode!
This is so helpful. Thank you for sharing.
Thanks for being here!
"We closed the books for that client for the month - without his two subordinates submitting receipts"
"Was the client unhappy?"
"Yes but we pointed out that five requests for documents were sent out and ignored"
So there are clients like this? In every firm?
I suspect 'yes'
"We will keep doing your work, you're our client after all, but if you can coax your two direct reports next month to cooperate and provide documents, that would help"
You have to keep your business running and work with the clients (the hand) you are dealt.
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Person driving is probably wearing airpod, I'd be distracted
Thankfully normal humans don't give a hoot about firms standardizing their services 😅
I notice it takes longer to close deals with clients when we offer packaged services because I spend a lot of time explaining the differences between them. Some clients struggle to make choices or want to mix and match services, such as getting the silver package but adding personal tax planning. Our value pricing for personal tax plans also lengthens the conversation. I'm wondering if it would be more efficient to offer a "custom built" package to shorten the sales cycle.
There are a lot of believers that only 1 package should be offered and its the perfect one for your client. Main Pro for 3 levels is that some people always go premium, and when 3 exist some people go in the middle. Eliminating choice will shorten sale and if you get wrong could result in a missed sale.
This was why I never did the standardized, same packages for everyone approach
As runabusiness shared I used it more when they were deciding between two levels of service, to suss out whether they were a premium buyer or not
This is GOLDEN! And, how did you know I needed this right now? :)
This one was just for you Sue
I have been looking for this solution for months. Thank you for all you do!!
Awesome!
Next level Multitasking, driving and doing a Podcast at same time 😅🚙
Thank goodness for lane assist in the new 2023 honda odyssey sport
Good golly this is so valuable. Thank you Jason!
You bet!
Great stuff, Staats.
If a doctor refers me for open heart surgery, but the surgeon's only ever operated on various alien life forms, the hospital's not going to make money on their first human surgery
@@JasonCPADaily Much clearer now, Thanks.