You should focus on your client’s personal goals first and their business goals second because ultimately, the reason they are in business is to live the life that they want.

You should encourage your client to be thinking in 90 days, 1 year, 3 years, and their ultimate goal.

Potential questions to ask to coax these responses include:

• What does your perfect week look like?

• What immediate wins would bring your personal goals closer to reality?

• What would a great year for you and your family look like?

• How much revenue do you want to be generating in 12 months?

• What would success look like for your business in 3 years?

• What’s your ultimate dream?

Location: Where is your client right now?

You can't help anyone to get to where they want to be without knowing where they are now. This is critical when it comes to costing the solution. Here you should be looking for things like revenue, staff numbers, and number of transactions and debtor days.

Your solution will be priced dynamically, which requires you to know:

• Industry

• Revenue

• Record keeping quality (determined by you)

• Staff numbers

• Directors numbers

• Transactions numbers

• Invoice numbers

• Purchase invoice numbers

Not sure how to price and package your services and attract clients? Here's a pricing for bookkeeping services guide.

Obstacles: What stands in your client's way?

Next, you need to explore what obstacles currently stand in your client’s way. These will normally be created due to a lack of resources. Identifying these obstacles will help to inform what services they need.

Find out what is preventing them from reaching their goals in terms of:

• Time

• Money

• People

• Knowledge

• Technology

Speed: How fast does your client want to go?

The speed in which your client wants to move is dictated by their ambitions. Knowing this will help you present the correct level of service and will put some of the onus back onto the client to decide their level of investment.

Here's how their speed may manifest in what you offer them:

• If your client wants to go fast you can do everything for them, freeing up their team completely.

• If your client wants to go slower, you can do most things for them and train their team on how to do the rest. You can provide support on those activities moving forward.

• If your client has a lot of time and wants to keep costs down, then they can do most of it themselves, providing it conforms to your standards.

Solution: What is the best solution for your client?

After learning where they are, where they want to be, what’s blocking them, and how fast they want to get there, you can now present the solution to your client. This will combine your services, products, software, and training.

Here are some tips from James regarding this stage:

• It’s not fair on the client to give them too much choice.

• Be their trusted adviser—confident and authoritative.

• Make no assumptions. Don’t just offer the solution that you would want—offer what you would want if you were them, knowing what you know.

• Explain that, “based on where you are now, where you’re trying to get to, the obstacles in your way and how fast you want to get there, this is the best solution for you.”

Making The GLOSS Method™ work

The GLOSS Method™ relies on a few things for success:

1. Dynamic pricing: A fixed pricing model that you can flex based on the client's circumstances and required service levels.

2. Client-facing: The entire process—every step—needs to be completed with the client. And you can even be transparent with them about the method—bring them on a journey with you and explain to them why you're taking them there.

3. Instant documentation: You need to be able to produce the required documentation in front of the client, such as a proposal and a letter of engagement.

The GLOSS Method™ is a simple-to-follow, transparent process that your entire team can confidently communicate to the client. Ultimately, it will help your firm maximize the value you’re providing.