Growth-Drive Blog

Generate a $7,500 paid project by using clarity's free 30 day trial

Written by George Sandmann, Founder | Nov 7, 2024 8:52:17 PM

CLARITY for Advisors: Leveraging the 30-Day Free Trial to Win Paying Engagements

 

Growth-Drive's CLARITY software offers a powerful 30-day free trial (limited-time offer) that can be strategically used to secure paid engagements. This innovative advisory tool provides a comprehensive analysis of company strength and value, giving you the leverage you need to impress potential clients and demonstrate your expertise.

Key Features of CLARITY's Free Trial

This limited-time offer includes unlimited access to CLARITY's initial analysis tools, allowing you to generate valuable insights for your clients:

  • Accurate M&A Valuation: Calculates total value and transferable value - aka MN&A price
  • Growth Bottlenecks: Calculates a business' Strategic Capacity and identifies the top growth killers and deal killers
  • Risk Assessment: Shows clients risks to future cash and continuity: surfaces opportunities for advanced wealth planning, sophisticated comp plans and insurance
  • Competitive Benchmarking: Compares the business against industry peers
  • Comprehensive CLARITY Report: this detailed report on Strategic capacity & Transferable Business Value makes a terrific deliverable

Leveraging CLARITY for Paid Engagements

While CLARITY is effective in free consultations that seal new client deals, there is so much valuable info that leading advisors incorporate the reports into paid projects. Here's a strategic approach to using CLARITY:

  1. Use the Lead Generator module to start client conversations
  2. Level 1 Analysis: during your initial discovery consultation use the tool to deliver incredible, eye opening value: show your client the levers they can pul to grow profits & transferable value. Some of your colleagues are generating $1500-$3000 projects from these reports
  3. Clients become aware of the need for: 
    • Senior Leadership Alignment Report & Workshop ($5000-$10,000 project)
    • Deep Analysis Analysis & Report ($4500-$10,000)
    • Strategic Planning, Wealth Planning, Exit Planning and more

Pro Tip: De-risking the Client's Decision

Offer to credit the initial project fee towards future retainers if the client decides to engage in a larger project or long-term relationship. This approach reduces the perceived risk for the client and demonstrates your confidence in delivering value.

Maximizing the Impact

By leveraging CLARITY's powerful analytics and visualization tools, you can create impressive deliverables that demonstrate your expertise and the potential value you can bring to the client's business. This approach not only helps win the initial project but also sets the stage for longer-term, more lucrative engagements.

Remember, the CLARITY Advisor Dashboard provides additional resources invisible to your client, giving you a competitive edge in delivering high-value insights and recommendations. 

By utilizing Growth-Drive's CLARITY software effectively, you can transform a free trial into a paid engagement, showcasing your ability to drive growing profits and transferable value for your clients. You prove your value by delivering value. 

Our promise: 3-5 discovery conversations will deliver 1 paid engagement. Just ask anyone who's used the system.