Focus Your Advisory Efforts Where They Matter Most
The Client Advisory Assessment Model (CAAM) identifies which of your clients are most in need of strategic support – and most ready to pay for it.
Are you spending time with the right clients?
CAAM gives you a data-driven way to prioritise your portfolio. It highlights the businesses showing signs of risk, decline, or opportunity – and ranks them based on their ability to pay for additional support.
No more guesswork. No more awkward sales conversations. Just the right insight at the right time.
Three Simple Steps to Advisory Focus
CAAM simplifies your advisory process by providing a clear framework. It helps you identify which clients need your attention the most.
Suitability
We assess whether the client’s data is robust enough to support useful analysis.
Opportunity
We identify risk indicators or growth triggers - revenue decline, margin erosion, cash deterioration, etc.
Readiness
We evaluate whether the client is in a position to engage and pay for strategic support.
Why Use CAAM?
See What Matters
Spot red flags before your clients do - and help them take action.
Save Time
Focus your meetings on the clients who are most likely to benefit — and buy.
Start Better Conversations
Use tailored emails and performance data to book high-value meetings.
Drive Growth
CAAM identifies clients ready for Exit Planning, Forecasting, or strategic projects.
Leverage Admin Resource
Campaigns can be run by admin or marketing, freeing up your fee-earners.
How Firms Use CAAM Today
Plan quarterly client reviews without guesswork
Identify at-risk clients before churn happens
Target clients for Exit101, IHT or R&D claims
Launch advisory services with your existing team
Create strategic upsell pipelines with no cold selling
Who Can Access CAAM?
CAAM is included in the Virtual Finance Director and Exit Success plans.*
Want support from the VFD team? We’ll guide you through your first CAAM run and help shortlist the clients who matter most.
- No Additional Cost
- Connect all clients to your VFD Pro portal.
* Provided as an annual service. Provided as a quarterly review option for Advanced Mastermind Members.
Get Started with CAAM Today
Connect your clients to VFD Pro and unlock your strategic shortlist.