Service Plan

Realise

Your

Firm's

Potential

ServicePlanPerspective.png

The one page services plan to take into every client meeting

Create

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Select and store

the status for each of the services

you offer for your clients

Search Clients or Groups in your live data

Use the search bar to find individual clients or groups from XPM / Xero Tax.

Click to change

Simply click the relevant tile to cycle through the service status'.

Store Primary Group Contact

Simply click to select a group member to store this client as the primary contact. Or manually enter an email address to be used. This email address can be used for marketing or contact purposes, so that you have a primary contact details for each group.

Communicate

At a glance,

Service Plan provides insight into

both, the services your clients are using

and the services your clients may need.

Service History

Service Plan stores the history of all changes. You can easily check back through t

Add Notes

Add Notes to your clients Service Plan as needed.

Data Security & Privacy

As an accounting firm ourselves, we understand the imporance of privacy and security. We don't store your client information within our platform and use the latest security measures to make sure your data stays yours.

Rest easy knowing your letters are secure.

Analyse

Are you are doing all you can for your clients?

What is your most utilised service?

What is the true potential income of your client database?

Compare your services in use, to services needed

Use Your Live Client Data

Search for a client in your Xero Practice Manager or Xero Tax and watch as merge pulls in your live client data

Preventing mistyped details and ensuring efficiency.

Fully Cloud Hosted

Create Letters / edit letter templates / collate PDF's anywhere. No server management. Simply log in and go.

We also connect with 3rd party cloud platforms such as Xero Tax / XPM - Box and Dropbox.

Data Security & Privacy

As an accounting firm ourselves, we understand the imporance of privacy and security. We don't store your client information within our platform and use the latest security measures to make sure your data stays yours.

Rest easy knowing your letters are secure.

Respond

Take action to implement services for clients in need

Use the exported potential.csv to create a marketing target segment to target clients that are actually need the services you are marketing

Keep Service Plan up to date to ensure you have consistent vision of your firms services status

App Pricing

Product included as part of the ChangeGPS Toolkit Subscription

Find Out More about the ChangeGPS Toolkit Here


Try it now for free!

System Requirements:

Mobile device or desktop running either Windows or Mac OSX, with suitable browser installed and internet connectivity.
Requires Xero Tax / Xero Practice Manager for database integration.

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