CORE Insights Demonstration: From Client Shortlist to Tracked Actions
See the practical process for choosing which clients need attention, examining the financial drivers behind a signal, preparing a focused meeting and recording agreed actions.
From portfolio data to an actionable client meeting
This recording demonstrates the journey from an initial portfolio shortlist to a specific client conversation. It includes an example in which a change in customer retention is assessed for its potential effect on profitability, followed by a proposed meeting agenda and tracked actions. Estimates from financial indicators require professional review and are not exact calculations of individual lost customers.
What you will learn
- Use configurable suitability, opportunity and readiness criteria to focus your attention.
- Refine a portfolio shortlist to match the time available for client conversations.
- Investigate performance drivers and prepare client communications and agendas.
- Record actions against relevant KPIs and review progress at a later meeting.
Watch by chapter
Select a time to jump to that point in the video above without leaving VFD Academy.
Why prioritising client conversations matters
A practical question for an existing client portfolio.
Client retention and the advisory opportunity
Research discussed in the session and the challenge of limited capacity.
Portfolio view and opportunity cards
Review the client list and identify areas needing attention.
Data suitability and commercial thresholds
Check whether data is suitable; adjust profitability and working-capital criteria.
Specific opportunity signals
Utilities, R&D, tax and potential IHT indicators.
Refining the shortlist and examining a client
Use filters, then open the suitability, opportunity and readiness detail.
Financial drivers and estimated impact
Investigate customer retention and the approximate financial effect.
Building a focused client-meeting agenda
Choose the most relevant discussion points and reports.
Recording and reviewing KPI-linked actions
Capture due dates, actions and a history for future meetings.
Reports, resources and practical support
Business Overview Report, dashboard, quick-start resources and practice benefits.
How to test CORE Insights in 28 days
Connect, review, engage and evaluate using observable evidence.
Who should watch?
Practice owners, accountants in practice, client managers and fractional finance directors looking for a more consistent way to move from financial information to relevant, documented advisory conversations.
Frequently asked questions
Does CORE Insights replace professional judgement?
No. The analysis helps direct attention, while the accountant checks the figures, understands the client's circumstances and decides the appropriate action.
Can I try this with my existing client data?
The webinar closes with a 28-day test: connect clients, review the shortlist, engage selected clients and evaluate what happened.
Continue with practical guidance
Read the practical guide to testing a client advisory workflow in 28 days. For an introduction to operating the platform, use the CORE Insights Quick Start Guide.
