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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:

1. Suitability

Make sure the data you have is sufficient to conduct a meaningful analysis of their business

2. Opportunity Analysis

Identify anything indicating a significant risk or opportunity to profit or working capital

3. Readiness

Is the client able to engage, implement, AND pay you for more support and assistance?

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

Introductory Offer for 2024

One-off Setup Investment:

Your investment is just £999, which comes with an unconditional, 100% money-back guarantee.

If after the strategic review, you are not convinced of the value the process will deliver for your practice, simply ask for the setup fee to be refunded and get every penny back, no questions asked.

The setup process requires the following:

  1. You connect all your clients to your VFD Pro portal and confirm to VFD Pro when done.
  2. We setup the system and complete the CAAM Analysis Process on your behalf.
  3. We agree a time to review and agree a deployment plan based on your circumstances.
    (This is typically a 2 hour strategic and commercial planning meeting to agree your implementation plan)
  4. The Analysis and Planning process becomes a recurring quarterly activity.

Ongoing Investment:

Use of the CAAM Practice is included in the ‘All Inclusive’ or ‘Platinum Plans’.

For everyone else £99 per month (excl. VAT)

Note: For any practice on the VFD Way, (Mastermind or Fast-track), there are no ongoing costs for the CAAM process. The one-off setup investment is still payable.