Profit

A UNIQUE WHITE-LABELLED ‘GROWTH’ OPPORTUNITY FOR FINANCIAL ADVISORS OF BUSINESSES For dynamic, forward thinking and decisive financial advisors of businesses that are passionate about wanting to see their client businesses profitably THRIVE and who want to attract more profitable clients in pursuit of this.

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 1

CONTENT

The Opportunity - Introduction 2 - Business Health Check Indicator 3 - Brand & Marketing Impact Indicator 4 - Financial Awareness Indicator 5 - Sales Efficiency Indicator 6

What’s included - The inclusions 7 - An example of your client questionnaire page 7

The Client Process Flow 8Your Options 9A Suggested Approach 10Your Advantage – The 10 Key Benefits 11Getting Started - The Set Up Process 12Next Steps 13

Recent business surveys have shown that businesses are actively seeking out more “growth” focussed support than ever before. Many of these businesses are typically seeking support from their accountant as their first point of call but most accountants are simply not equipped to provide the “growth” support that their clients are now seeking. The emphasis has shifted to a more proactive approach around supporting business growth. As such, there has never been a more optimal time for financial advisors of businesses to meet this need and we want to help you to do that.

Profit in Focus is delighted to offer financial advisors of businesses a new revenue stream through a white-labelled ‘growth’ service for producing Business Reality Check Report Packs across the following 4 functional areas of a business that are vital for profitable growth.

• Business Health

• Brand & Marketing Impact

• Financial Awareness

• Sales Efficiency

Every indicator takes the form of Yes/No/Maybe answer questions and typically takes a client less than 5 minutes to complete each indicator so that means less than 20 minutes of your clients time is needed overall to complete this exercise. RRP for each individual report is €139.00 + VAT on a standalone basis for reference.

Let’s look at them one at a time.

THE FACTS

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 2

THE OPPORTUNITYBusiness Health Check Indicator

Is your business profit friendly?This Business Health Check Indicator will help you gauge how effectively you are managing seven key areas that are important in building an enduring, profitable and successful business with 20-page detailed tailored recommendations, feedback and key actions report.

The Business Health Check Indicatorlooks at:

• Business strategy and direction• Sales and marketing• Team effectiveness• Financial management• Systems and processes• Business protection• Personal satisfaction

Total questions: 35

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 3

View Sample Report

View Sample Advisor

Note: The above will be fully branded with your logo, colours and have your customised content for the last 2 pages of the report.

THE OPPORTUNITYBrand & Marketing Impact Indicator

View Sample Report

View Sample Advisor

Note: The above will be fully branded with your logo, colours and have your customised content for the last 2 pages of the report.

Are you making the biggest splash possible in your market? The Brand & Marketing Impact Indicator will help you gauge how effective you are across seven key areas that are important for making an impact in your marketplace. Includes a 20-page detailed tailored recommendations, feedback and key actions report.

The Brand & Marketing Impact Indicator looks at:

• Brand• Market• Messages • Results• Collateral• Data• Website

Total questions: 35

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 4

THE OPPORTUNITYFinancial Awareness Indicator

How well do you know your business numbers? The Financial Awareness Indicator will help you gauge how aware you are of and good at managing the seven key areas that are important in building a financially successful business with a 20-page detailed tailored recommendations, feedback and key actions report.

The Financial Awareness Indicatorlooks at:

• Money in• Money out• Funding• Pricing• Trends• Planning• Performance

Total questions: 45

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 5

View Sample Report

View Sample Advisor

Note: The above will be fully branded with your logo, colours and have your customised content for the last 2 pages of the report.

THE OPPORTUNITYSales Efficiency Indicator

How efficiently are you managing your sales? The Sales Efficiency Indicator will help you gauge how efficiently you are managing five key areas that are important in maximizing the sales opportunities in your business. Includes a 16-page detailed tailored recommendations, feedback and key actions report.

The Sales Efficiency Indicatorlooks at:

• Sales Strategy• Customer Needs• Measurement• Sales Process• Opportunity Management

Total questions: 25

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 6

View Sample Report

View Sample Advisor

Note: The above will be fully branded with your logo, colours and have your customised content for the last 2 pages of the report.

WHAT’S INCLUDEDThe inclusions:• FULL branding of each of the four

reports for your logo including last 2 pages Next Steps and Testimonials page customisation for your business – see sample report

• Set up and hosting of your branded online question webpages for each indicator.

• A corresponding Advisor Summary Report for each of the four reports so you have 1 page snapshot per indicator

of precisely how your client answered each question for easy reference when conducting the face to face review meeting or in identifying areas that you can add further value to your clients based on their responses. (140 client insight points in total)

• Reports generation processing on receipt of the client responses – 48 hour turnaround undertaking.

• An easy, quick and simple process.

Example Of A Client Questionnaire Page

An example of the online questionnaire page that you will provide to your clients. You get 4 links in total - one for each of the indicators

(Note: Here the PIF logo will be replaced with your logo and colour scheme)

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 7

Click To View The Example

CLIENT PROCESS FLOWClient Processing Flow Summary

You retrieve the report/s from the shared Dropbox

and provide them to your client in

the way you have agreed with them, Once

again, we have absolutely no

contact with your client here. The

client relationship is yours to manage.

Client responses are received by

us, you are cc’d, We process the

reports within 48 hours. When

completed, the relevant report/s and the Advisor

report/s are placed in a shared Dropbox.The receipt of client

responses for an indicator through your unqiue link

triggers a processing credit.

Your client must complete the

relevantquestionnaires which they can

access through the links you send to them. It is your responsibility to ensure that your client completes

them all in a timely way.

You then email directly to your

client the relevant questionnaire links for your branded

client pages based on what you have agreed with them

We provide you with your links during the

set up process. Remember, we have absolutely no contact with

your client.

Through marketing or otherwise, you identify prospec-

tive and/or existing clients and agree

the terms with them. You set the price

that your clients pay and take payment

directly accordingly based on what you agree with them. ONE Processing Credit covers 1report and the corresponding

Advisor Summary Report also.

IDENTIFY CLIENT

CLIENT LINK SENT

CLIENT RESPONSES

REPORTS PROCESSED

CLIENT FEEDBACK

1 2 3 4 5

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 8

YOUR OPTIONS

1. For the Monthly Subscription Plan: All prices in Euros € and exclude VAT. Based on a monthly rolling agreement subject to a 6 month minimum term with 2 full calendar months notice thereafter. Credits are non-refundable and must be used within 12 months of issue. Monthly payment is to be by direct debit/standing order/ preauthorised credit card, set up at outset. Any unused credits on termination will expire. 1 processing credit = 1 report + 1 corresponding Adviser Report. Saving % is based on PAYG price per credit of €87.50 + VATsales tax (if applicable). Any excess usage in a given month, is billed at the end of the month at the rate determined by the plan you are on. Any unused credits in a month will roll forward to the next and continue to do so until used or they expire at the end of 12 months.

2. For the Pay Upfront & Save Most Plan: All prices exclude VAT. Credits are payable in advance, non-refundable and must be used within 12 months of purchase. Saving % is based on PAYG price per credit of €87.50 + VAT. After 6 months of inactivity on a PAYG we reserve the right to close your account with us.

3. Non-package PAYG option involves an upfront €1,050 + VAT branding customisation and set up fee with a Processing Credit Fee of €87.50 + VAT per credit for production of each of each report and accompanying advisor summary payable in monthly arrears (subject to credit checks)

4. No customisation fee is payable for the Bronze, Silver and Gold package options above as it is included in the quoted price.

Option Number of Monthly Processing Credits Price Per Credit Monthly Subscription

AmountPrice Per Credit

Saving %Bronze 8 €78.75 €630.00 10%

Silver 20 €68.25 €1,365.00 22%

Gold 40 €57.75 €2,310.00 34%

Option Number of Processing Credits Price Per Credit Upfront & Save

AmountPrice Per Credit

Saving %Bronze 40 €70.00 €2,800.00 20%

Silver 100 €61.25 €6,125.00 30%

Gold 200 €52.50 €10,500.00 40%

Processing Credit Purchase Plans

Monthly Subscription Plan

Pay Upfront & Save Most Plan

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 9

SUGGESTED APPROACHESSome suggestions include:• All new clients of yours should have a

Business Reality Check Review done when they first sign up. The 4 reports may be combined with a 60 min 1 to 1 feedback session. Suggested price point€399 to €699. This is guidance only and you are free to set the ultimate price level or even offer this for FREE as a way to WIN new business.

• Annual reviews at a minimum thereafter so that progress can be benchmarked. This helps with client retention also.

• Offer the Business Health Check for FREE (you cover the cost) and then upsell the remaining indicators.

• For seminar/workshops, include the cost of an indicator in the ticket price to get rich insights into every one attending.

• Cover the cost entirely in the knowledge that the 140 insights will mean upsell and revenue opprtunities for you and will WOW and impress your clients.

• Ultimately, we suggest that you be creative with the way you package it up. Always be focussed on the needs of your clients. We can certainly help you shape this should we work together.

An illustrative example based on a price level of €399 to €699, with differing Processing Credit costs based on option package, for a business review with a 60-minute client review to discuss the results.

Description Low Mid Best

Your Revenue €399 €549 €699

Less Effective Processing Credit Costs €315 €273 €210

Gross Profit €84 €276 €489

Gross Profit Margin % 21.1% 50.3% 70.0%

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 10

YOUR ADVANTAGE10 Key Benefits For Your Business

1. Helps you to attract more profitable clients who are seeking and willing to pay for growth support. You can cross-sell your other products and services off the back of it.

2. Way to grow revenue from existing clients who are seeking more growth support.

3. Benefit from new revenue streams and diversification - you set the price you charge your clients and how you package it up.

4. Gain client insights not previously available to you - up to 140 data points that you have the potential to upsell revenue-adding solutions for.

5. Improved client retention and client satisfaction by becoming their trusted growth advisor.

6. Differentiation from your competition. Being able to offer your clients a unique benefit that they are unlikely able to get elsewhere from your competitors in your local market.

7. Being able to offer a value add service you wouldn’t otherwise be able to easily without significant investment. This gives you access to intellectual property that would cost you tens of thousands of pounds to develop and hundreds of hours of time if you produced it yourself.

8. Outsourced and seamless processing – the report generation is completely handled for you so all you need to concentrate is client delivery.

9. The reports are BRANDED as your own with logos and customised Next Steps and Testimonials page. The client thinks you have produced it. We have no direct contact with your client.

10.A fixed and transparent pricing structure so there are no unpleasant surprises.

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 11

Once the customisation

work is complete for all 4 reports, we will send you

an example report for sign off.

Sign off is required within 48 hours of receipt.

That’s it, once sign off has

happened we will be LIVE. It’s as easy as that!

You provide us with your logo, colour palette codes and the

required content for the last 2

pages to be used for each report. Customisation then happens.

Associated set up work is done also

and a shared Dropbox link will be sent for our work together.

You will e-sign the agreement which we will countersign

electronically. When both this

and the Go Cardless payment has been

set up and authorised, we will move to Stage 4.

On receipt of your registration details, we will

prepare the agreement that will be sent to

your email address for

e-signing together with the

associated invoice for payment.

GoCardless authorisation.

You need to complete a very

simple online form that so that

we have your relevant details to

prepare the agreement for

e-signing and for billing purposes.

REGISTRATIONFORM

AGREEMENT &INVOICE

E-SIGNING &PAYMENT SET UP SIGN OFF

1 2 3 4 5

GETTING STARTEDThe Set Up Process

Profit

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 12

NEXT STEPSIt’s as easy as 1, 2, 3:

Simply review the material here and on our website at www.profitinfocus.com/growth

Decide you want to get started. Simply complete the registration form on the website from Step 1 and we will be in touch within 48 hours to discuss working together with you further.

Decide that you would to explore this further. You are invited to attend a FREE Webinar about it “Learn how to better “qualify” potential clients to boost your profit” See more here: www.profitinfocus.com/growth-webinar

PLEASE NOTE:

We will be strictly limiting the number of businesses we work with overall and in particular areas to ensure a feel of exclusivity for those that we work with. Availability is therefore strictly on a first come first served basis for each area and may not be available. It is therefore important to act quickly to secure your spot to avoid disappointment.

It is also very important to us that we work with the right dynamic, forward-thinking and decisive businesses who are committed to helping their clients to profitably THRIVE so please don’t be offended if for whatever reason we don’t end up working together. We are sure you agree that it is so important that the fit is right for the both of us.

1

2

3Profi

t

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH 13

@PROFITINFOCUS | PROFITINFOCUS.COM/GROWTH

Copyright © 2015 - Profit in Focus Ltd

Connect with Profit in FocusEmail: hello@profitinfocus.co.ukBusiness twitter: @profitinfocus

Telephone: 0845 680 6043

Website (For Financial Advisors): www.profitinfocus.com/growth

Profit