Specialised Marketing Assessments for
Our pre-made assessments provide business owners in industries such as accounting, business coaching, and financial advising with a powerful tool to attract and retain clients.
Engage with potential clients, by offering valuable insights and recommendations personalised to them.
This approach builds trust and credibility with potential clients, positioning you as experts in your field.
“An easy non-salesy start to your sales funnel.”
“This was the final piece of the jigsaw for our marketing, it was so simple and so effective.”
Game-changing assessment-based software solutions for accounting firms.
- The Advisory Conversation Starter: non-salesy upselling of more advisory services. We are currently putting together a beta pilot group.
- Accounting Firm Pricing Calculator: add to your website to help with consistent pricing, while helping to ensure new clients know your full service range.
- InstantClarity: a multi-purpose assessment for business coaches to use at the start of a sales funnel. It’s carefully crafted to help a business owner unlock what might be their biggest block right now moving forward, and give them insight as to what that could be for some instant clarity.
- TimeGainer: how much time could you gain over a week, a month, or a year if you worked with your business coach on simple time saving strategies? This assessment offers the answer to a business owner, or even to all team members in an organisation with team tracking and reporting capabilities.
CEO’s In Consultancy & Advisory
- The Courage Mindset Scorecard: Drawing on 35 years of entrepreneurial experience, we have developed the Chief Courageous Officer (CCO) Formula, a 7-step process to strengthen mindsets and drive results: Conviction, Commitment, Courage, Creativity, Capability, Clarity, and Confidence. But it’s not just about knowledge; it’s about embedding courageous thinking into your team’s DNA. That’s where The Courage Mindset Programme comes in, offering tools like the Courage Mindset Scorecard, Custom CRM, Quarterly Clinics, and Ongoing Support. Through this comprehensive solution, your teams will make bolder commitments, take intelligent risks, unlock innovative solutions, and accelerate capability development.
- MoneyStoryTypes ™: A personality-style quiz for lead generation, helping individuals understand the importance of Money StoryTypes.
- Financial Freedom Healthcheck: allowing a prospect to self-identify key areas for gaining financial freedom, and start to gain trust with the financial advisor providing the instant and free advice around this topic.
Is your industry not in this list? We would love to chat!