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.

Our Magnify membership program has helped Accounting firms around the world develop and implement marketing strategies that delivers results. You too can achieve this for your firm and so much more. Learn more about what Magnify can do for you.


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 since invested over 20 years helping business owners to improve their businesses with a focus on attracting new clients, better managing existing clients, developing new products, building an engaged team and strengthening internal business processes.

Colin's primary focus at PANALITIX is on product development and business improvement content. He is the author of the bestselling book “Accountants: The Natural Trusted Advisors".

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