Module 1

Here we get started with some radical client service ideas. But don't worry, it's nothing 'too off-beat' or 'off the wall'.

A lot of it is common sense but twisted to give you the client's perspective on many things that we, as practicing public accountants, take for granted.

We introduce a number of new procedures that take little time, cost little or no money to do, but start to help your clients to see the value you add to them.

Module One also gets you to think about your present circumstances from a client service perspective and there is a self-assessment exercise that can be a real eye-opener for many.

There's a lot of material - 125 pages in total - and we stay by your side throughout the three month 'digestion' period, with our email coaching system, designed to keep you on track and keep you motivated.

We also introduce you to our download pages, where all of our forms, databases and letters can be downloaded to save you having to photocopy or type up all the forms yourself.

Module One Contents Includes:

Introduction
Client Preference Criteria
How Can We Provide Awesome Client Service?
An Interaction With A Client Is Rarely Neutral
The Client Relationship Time Line
Once A Client, Always A Client
The Client Welcome Pack
Project Planning Report
Project Review Form
The Client Attraction and Retention Pyramid
TACS Principle Number 1
TACS Principle Number 2
Where To Start
What Makes A Client Change Adviser?
Why Being Good Isn't Good Enough
Turning Your CPE/CPD Into A Client Service Benefit
Why Client Service Is A Contact Sport
What Do Clients REALLY Want From You?
Challenging the Status Quo
Going The Extra Mile (In Ten Minutes Flat)
TACS Principle Number 3
Jump The Hurdles To Win New Business
Self-Assessment - What Do I Need To Change?
Client Feedback, Pre-TACS
A Letter To Clients Introducing TACS
Self-Assessment - Why Do I Need To Change?
Client Focus Tool
Self-Assessment - What's In It For Me?
Generating More Referrals From Your Clients
Introducing TACS To Your Staff
First Impressions
TACS Contact Management Form 1 - Client Classification
TACS Contact Management Form 2 & Conversation Guidelines
'A' Class Client Contact Form
'B' Class Client Contact Form
'C' Class Client Contact Form
Client Focus Tool Score Card
Interpreting The Results
The TACS Continuum

PLUS:

Plus a members-only download page (shown below) on this web site for access to all the forms and documentation within the module. Separate members-only download pages are on-line for the documentation included in modules 2, 3 and 4 and as you subscribe to each module you receive the access code to the appropriate download section.

 

Of course, the whole program is backed by our money-back guarantee. You will generate fees of $30,000 or more as a direct result of the TACS system in the year following implementation. If you don't we'll cheerfully give you your money back - that's how confident we are that this stuff works.

For full details of our '$30,000 in new fees or your money back' guarantee, click here.

To download a Free Sample from Module One, click here.

To learn more about the man behind the system, Steve McIntyre-Smith, click here.

Seen enough and ready to join? Click here.

Read about the other modules: Module 1 | Module 2 | Module 3 | Module 4