Mastering the first 30 days of client advisory

Ian VacinChief Customer Officer, Karbon

There is no period in your entire relationship with a client that is more important than the first 30 days. It is your best opportunity to create a lasting impression, set clear expectations, and lay the foundations of a streamlined experience for everyone involved. And this rings even more true for your advisory clients.

In this video, experts from LivePlanPractice IgnitionIntuit and Karbon join forces to outline what steps will ensure the first 30 days in your advisory process are streamlined, efficient and painless.

You'll learn:

  • How to progress through the key stages of kick-off, plan, model, build to advise within 30 days

  • An agenda and script for your first client kick off meeting

  • Steps to deliver a best-in-class client experience

  • What critical needs to address early on that will help you drive your client's business forward

  • Best practices for setting expectations and laying out the roadmap

  • How to integrate Practice Ignition, LivePlan and Karbon to automate aspects of this process

Download the presentation slides.

Ian VacinChief Customer Officer, Karbon
Kathy GregoryDirector, Strategic Development and Engagement, LivePlan
Ryan EmbreeHead of Partnerships (AMER), Practice Ignition
Jim BuffingtonAdvisory Services Leader, Intuit Accountants