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What happens when you register a lead with us.

You have a client that you know will benefit from using some add-ons in their business, what do you do now?

The first step is to register the lead here on our website. Rest assured that we will not contact your client without speaking to you first. When we talk with you we will ask you for a brief run down of what issues your client is having and what you have already discussed with your client. We will also want to know how involved you want to be in the process.

Where do we start?

The process begins with a scoping session. This is a comprehensive review of your client's business and their current processes. We will look at what they are currently doing, the pain points and what the future plans are for the business. After this discussion we will recommend a solution that we believe will work for the client. We can also answer questions about the solution and provide a demonstration of the recommended add-ons.

The scoping session is generally done remotely via your computer, you as the accountant or bookkeeper are encouraged to sit in on the session. The person running the session will be an industry expert who is well versed in common issues of your particular industry.

The session is a paid session, they never run longer than 2 hours and the cost of the session is credited against the quoted solution that your client subsequently takes with us.

What happens next?

Once you have done a scoping session and decided to accept our quote your client will have a project manager who will work with them to map out the best plan for the installation. If we are installing more than one add-on we will work out which one to start with and give your client a proposed timeline for how it will happen.

We will then work with your client on the set-up of the software, the installation, training and go-live. We will also keep you informed of our progress if you would like to be involved.

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