Growth Strategy Planner

Members Only

This planning tool defines your current and future state so that you can better understand potential gaps and opportunities in the present state.

Added: October 16, 2018 - 3:01 PM  /  Views: 2035

Growth Goals Worksheet

Members Only

Want to set some goals, but don't know where to start?

Added: October 16, 2018 - 2:55 PM  /  Views: 2057

Consistency in Creating a Growth Culture

Featured

Accounting firm leadership continues to struggle with effective succession planning execution. Many firm leaders are neither confident in the business development skills in their firms nor sure what to do about succession. Creating a growth culture is the answer.

Added: October 16, 2018 - 2:36 PM  /  Views: 1646

Building Relationships with Benefits

People do business with people they like and trust; building intimate relationships that are beneficial to your practice rarely comes through chance meetings that have no follow up or follow through. Read about how to build these relationships here.

Added: October 16, 2018 - 2:06 PM  /  Views: 1318

Client Action Plan

Members Only

90-day Rainmaker Client Action Plan helps you connect with your top 20 clients.

Added: October 16, 2018 - 2:05 PM  /  Views: 1014

Five Star Client Service Program

Members Only

When firms implement Five Star Client Service, targeted teamwork and fully integrated process involvement are invaluable results. The Five Star Client Service program helps firms build loyalty and trust with their clients, deter client loss to competitors, and produce immediate, numerous and invaluable in-house benefits.

Added: October 16, 2018 - 2:03 PM  /  Views: 2016

Client Loyalty and Win-Loss Reviews

Rainmaker’s Client Loyalty Development process includes a comprehensive study of your accounting firm’s client base. Tailored around your firm’s unique needs, our Client Loyalty Survey provides insight into your clients’ perception of your firm, including, but not limited to: image, responsiveness, billing and pricing issues, competitive position, service quality, overall value provided, and anticipated future service needs.

Added: October 16, 2018 - 1:59 PM  /  Views: 1263

Webinar: Service Measurement to Service Excellence

Most firms claim to provide excellent client service. Those that are truly intentional about it, however, are the ones that effectively differentiate themselves in the marketplace.

Added: October 16, 2018 - 1:54 PM  /  Views: 1819