CAAM: Find The Needles in Your Haystack
Imagine knowing which clients are getting into trouble...
Before they are aware
What would happen if you made them aware before it's too late...
The VFD CAAM Process:
a simple, logical 3 step process enabling you to identify and engage with clients who need and can pay for help before it’s too late…
If you are like most practices, your average client only really gets to hear from you once a year, but what happens in the meantime, they could be missing out on major opportunities, or slowly getting into trouble and you don’t even know about it.
The VFD CAAM gives you the ability to see into your client’s future, so you can get in touch just when they need you, as simple as 1, 2, 3:
The CAAM Process is included in the ‘Virtual Finance Director’ and ‘Exit Success’ plans
What do I need to do?
Without you or your team having to do anything, once setup and running, VFD Pro will complete the analysis, identify and rank clients in need of help, and all you need do is decide how many clients you wish to contact…
Send the clients you choose an email telling them what key issues or opportunities you have identified, inviting them to schedule a meeting to discuss.
Value and Increased Fees at Every Turn…
How much would your average client be happy to pay for a truly proactive support service that sets your firm apart from your competitors?
You don’t need to offer more advanced Advisory Services, but if you do choose to offer Enhanced Management Reporting, Planning, Forecasting and Part-Time FD services, this is the perfect process for introducing and upselling the added value you can deliver.
Have Your Cake and Eat It…
Increase fees for your compliance+ clients, AND increase fees by delivering high value Advisory services, (Enhanced Management Reporting, Planning, Forecasting and Part-Time FD services), what’s not to like?
To find out how the VFD CAAM process will transform your practice, please get in touch
