Created by App Advisory Plus
Guide your clients through the improvement of their business systems.
Increase efficiency by empowering your clients to complete their business grant applications with minimal assistance.
Use this template to empower your clients to complete a business loan application with minimal assistance.
Educate your clients by coaching them through the business loan application process with this workflow.
Manage the entire eligibility check, application process and client follow up with this streamlined workflow.
Created by RyeStrategy
Guide your clients to carbon neutrality with this step-by-step template.
Kick-start and then maintain your advisory services with your clients using this dedicated workflow.
Carry out Cash Flow Advisory with confidence during the COVID-19 crisis.
Created by Float Cash Flow Forecasting
Kick-start your advisory services with new clients in Float with this standardized workflow.
