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UNTAPPED RESOURCES

Get all the resources that accompany James Ashford's "Untapped" to help accelerate your accounting business further forward, faster. No email address needed. Just go grab them.

Part 2 - THE PROBLEM

Progress Tracker

Get access to the Excel Progress Tracker for you to edit and make your own. Fully built out with all the formulas you need to hit the ground running.

Download Progress Tracker

Part 4 - THE BREAKTHROUGH

Abundance Mindset Poster

Hang them around your office or set them as your phone wallpaper. These posters serve as a constant reminder to live with abundance.

Download "Abundance Mindset" Poster

Part 6 - THE WINNING PLAN

Email Script

Hi [First Name]

Every year we carry out a Full Service Review with each client.

This ensures we’re able to continue to provide you with the very highest levels of service and to find out if there’s anything more we be being doing for you.

[This year’s review is especially important because we’re re-issuing new Engagement Letters and we have new Terms & Conditions, which are designed to better protect you, your business and ourselves and to more clearly outline our respective responsibilities.]*

So we can continue to act for you, your renewal must be completed by [INSERT DATE] so please choose a time that best suits you [Calendly Link].

Many thanks,

P.S. If I haven’t heard back by the end of the week, a member of my team will call you to get this booked in.

*This is an optional paragraph if you have moved over to OverSuite, but works well because if gives an even stronger reason.

Part 6 - THE WINNING PLAN

Crib Sheets

Download the form and crib sheet as a PDF or grab the Canva Template for you to edit and make work for you.

Download Crib Sheets

Part 6 - THE WINNING PLAN

Follow Up Video

This is how you open up the proposal on your screen and use a cloud-based screen capture software to record you, talking through the proposal and why you agreed on what you did.

It literally takes 10 minutes to do, you can include a small video of yourself in the corner to add that personal element, explaining why each service was included. What an incredible experience.

How to Add the Acceptance Button

Part 7 - TIME TO ACCELERATE

Meeting Scorecard

If you want your Service Review meetings to run a certain way, you have to check that they did, and you have to seek to continually improve them. The scorecard can be used by you and your team to help you all with this.

Download the Scorecard as a PDF or grab it from Canva as a template to edit.

Download Meeting Scorecard

Part 7 - TIME TO ACCELERATE

Where is the Gift Poster

Hang them around your office or set them as your phone wallpaper. These posters serve as a constant reminder to live with abundance.

Download "Where is the Gift" Poster

IMAGES

Images From Throughout the Book

"We've made an extra £32k fees

We finally got round to quoting every client for the services they need but more importantly want to achieve their goals – only 10% in and we have made an extra 32k fees – why oh why did I wait?”

Stephen Paul | Valued

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