TRUST (The Really Useful Selling Tool) Training Session

TRUST TRAINING

AGENDA

• A Quick Overview – What is TRUST• 3 Ways to Use TRUST• TRUST Walk Through• Examples on Member Websites• Questions

TRUSTLead Generation Tool

TRUST is a business improvement solution that has been specifically developed for use in accounting firms. It’s an acronym for The Really Useful Selling Tool as its

systemised approach helps Accountants secure new work from existing clients and expand the scope of

work undertaken with new clients.

4 Templates

• Business improvement• Financial planning• Success Planning• Virtual Management Accounting

Clients & Prospects – one to one

Clients & Prospects – drive to website

Clients & Prospects– part of planning session process

3 Ways to use TRUST

Using TRUST with Existing Clients

Automated Plan

Creating Prospects with TRUST –Linking it on your website

Using TRUST as a part of a Planning Session

LearningHUB

Development Roadmap

Opportunity

NEXT…

1. How to Win Work with TRUST - LearningHUB

2.TRUST redesigned – Webinar 10:30AM PST - Tuesday 6th of December 2016

3.PANALTIX TrainingTuesday 13th December @ 1pm PST

[email protected] MANAGER

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