What to Offer Clients Next? The Six-Step Checklist to Product Progression [Checklist]

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Do you often find yourself asking ‘what’s next?’ when it comes to delivering products or services to your clients? Your answer, create a product progression plan. When it comes to continually and confidently serving your clients, a product progression plan will transition you from a one-hit wonder to a John Lennon with your clients. A progression plan will allow you to divide the big goal or solutions into smaller projects so the client can improve and move in a positive direction without getting overwhelmed.

Having a thought out plan on how you will consistently serve clients is essential to growing a profitable business. It’s time to take control of your numbers to become a better advisor and better serve your clients. Use this business improvement checklist, the digit flow, to help you find “what’s next” as well as broaden and strengthen your product progression.



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About the Author


Colin Dunn

Director & Co-founder at PANALITIX

Colin is a Chartered Accountant who, having spent almost 10 years with one of the fastest growing and most innovative firms in the UK, has spent the last 19 years working exclusively with the Accounting profession with a focus on helping them implement business advisory services with their clients. He is passionate about helping turn Accounting practices into Accounting businesses and holds a Bachelor of Arts (Hons) and is a qualified ACA. Colin is relentless in the pursuit of improving the performance of every firm he coaches.

Colin is the brains behind ENGAGER (previously the PANALITIX app), TRUST and Proactive Success System, PANALITIX’s three cloud applications for Accountants.

He is also a prodigious author and generator of content, primarily in the form of ‘how to’ material to enable Accountants to respond to client needs with value-based services. He is the author of the bestselling book “Accountants: The Natural Trusted Advisors.”

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