Client Clarity Checklist

Does your client want to generate predictable cash flow and make their business easier to run? Of course they do. Use this checklist in your business development and client onboarding conversations.

The Growth Drive the '3 Dimensions of Business Growth™' methodology is at the heart of a unified system of knowledge, tools and support with a proven track record of building thriving advisory businesses based on delivering client wins.

Each dimension is like a roadmap for business advisors and includes 8 Objectives and Key Results or OKRs guiding the design and implementation of a long-term strategic growth project. And like any good map, you really need to know where you are before you start moving forward. Tools like this checklist help educate you and your client about where you are today. 

"A growth project's success is driven by having total clarity about what a client needs to get the success they want."

Over a decade of client data tells us that 62% of CEOs want to grow. The balance is split between "make my business easier to run" (21%) and "prepare to sell" (17%). What may surprise you is that "make my business easier to run" is actually the launchpad for growing profits and transferable value.

The checklist isn't exhaustive. Clarity on areas like Strategy, People and Financial Reporting is further developed in Dimensions 2 and 3. 

Use this first checklist to create clarity about your client's launchpad for growth. Simply put, growth is expensive so predictable cash mitigates risk of the growth-induced cash crunch. And do you want to know what else is cool? When you develop written procedures and data for the checklist's OKRs you will have gone a long way to maximizing transferable value at current EBITDA.

Ask yourself: how would your clients feel about this triple whammy? By working with you their business runs more smoothly, cashflow is predictable, and their business is way more valuable. We'd be happy to show you how. 

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This is one of the many topics covered in the Growth-Drive Launch Course, you can check it out here.  

We'd love to know what you think, please comment here of email blog@growth-drive.com.