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Client Discussion Model

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The Client Discussion Model could perhaps be better described as an issue and opportunity identification and Agenda Builder, it delivers so much more than simply building a Meeting Agenda with supporting Management Information. When discussing finance and options for growth with clients, you don’t want to risk overwhelming or confusing your client and you don’t want to ‘give away’ excessive value until you have agreed commercial terms. The Client Discussion Model addresses these challenges in an incredibly slick manner.

Typical Use: The primary purpose of the Client Discussion Model and related Agenda / Management Information, is when first discussing potential Business Growth and/or Valuation and issues related to possible Exit Planning. This is the perfect tool to transform your ‘Year End’ meetings to create a ‘Wow’ client experience with a strong focus on the future potential and the additional services and support you can offer.

Efficient and Effective Client Meetings: There is nothing worse than a poor meeting, but as busy, professional Accountants, you cannot afford to invest excessive non charged for time on analysis and preparing for client meetings. The Client Discussion Model addresses this in a stroke, preparation takes less than 5 minutes producing a professional agenda backed up by exactly the right Management Information which means your clients are guaranteed a highly productive, effective, and efficient meeting they will rave about

So What? Guide

The So What? Guide for the Client Discussion Model can be found here.

Example Model

To access the ‘Client Discussion Model’ please request a free trial of the VFD Pro platform – click here.

The model is available within the ‘Demo Reports’ area of your VFD Pro portal.

Report Overview

Below is a recording of the Client Discussion Model Webinar that was presented in April, demonstrating the potential of the Client Discussion Model.

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