Client operations · Live demo
Monthly results briefing for advisory clients, by voice
Calls each advisory client when the month's management report is approved, walks them through the headlines and books time with their advisor.
Talk to Grace at Larchmere Accountants
Larchmere Accountants is made up. Grace is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Advisory clients receive a detailed monthly report, and many never open it. The numbers that matter, like a sharp drop in cash, go unnoticed until the next quarterly meeting.
How it works
- Waits for the advisor to approve the month's management report
- Calls the client contact and explains the headlines in plain words
- Answers questions from the approved report and the advisor's commentary
- Books a call with the advisor for any "what should we do" question
- Emails the full report and logs the briefing against the client record
What it connects to
- AgentHi Rob, it's Grace from Larchmere with your results briefing for last month. Tarrawood's revenue was $1.42 million, 6% ahead of budget, but cash finished at $610,000, down $185,000.
- ClientWhy is cash down if sales are up?
- AgentPriya's notes say debtor days rose to 52 from 41, mainly because two large event contracts were invoiced in the last two days of the month.
- ClientShould we use the overdraft for the new equipment order? I'd like to talk to Priya on Thursday morning.
- AgentUsing the overdraft is a question for Priya, so I've booked you in with her on Thursday at 10am. I'll email the full report now so you have it before the call.
Illustrative conversation. Names, numbers and details are made up.
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