Introducing ABLE

If you are willing, we are

www.able.accountants 1

Is Your Firm Aligned for Growth?

“All firms are perfectly aligned to get the results they are

currently getting.”


The ABLE Marketing PlatformA System To Drive Sustainable, Profitable Growth


Our Big Ideas

• CRoPs Tiles: Proactively manage your key relationships;

• Thought-Leadership: Build your personal brand;

• CRM Lite: Everything you need - A price you can afford;

• Net Promoter Score: Measure and manage customer loyalty;

• Tools & Resources: Best practices from recognized experts


The ABLE Marketing PlatformCRoPs Tiles


CRoPs Tiles

• Who are the 36 relationships that really matter?

• 12 Key Clients

• 10 Vital Referral opportunities

• 14 Coveted Prospects

• Use ABLE to effectively manage them.


20% OF EFFORT 80% OF RESULTS

CRoPs TilesMajor “Growth” Interactions (TBD)

• Designed to deepen a CRoPs relationship in a significant way:

• Lunch or dinner;

• Golf or other activity;

• Taking in a game, theatre, etc…

• Attending an internal meeting;

• Visiting to their office / location;

• Client SpotLight delivery.

Minor “Nurture” Interactions (45 Days)

• Designed to keep you top-of-mind with your CRoPs contacts:

• Sharing timely and pertinent information;

• Sending a birthday card;

• Sending a hand-written note;

• Leaving an after-hours voicemail;

• Acknowledging an update you saw on

your CRoPs contact’s social media feed.


CRoPs Tiles


CRoPs TilesClient (12) and Prospect (14) Tiles Referral (10) Tiles


Major“Growth”Dashboards Minor“Nurture”Dashboards

CompanyDashboard BalanceIndicator

The ABLE Marketing PlatformThought-Leadership


Thought-Leadership

• Personal Branding: The Drudge Report

• Drudge has no flashy graphics or streaming video and doesn't seem to use more than one, decidedly frumpy, “typewriter” font. Some people say it's just plain ugly;

• Drudge has little in the way of original content. It consists mostly of links to other websites;

• Yet Drudge gets a hefty 2 million visitors a day, and a staggering 700 million page views monthly.


Thought-LeadershipThe Drudge Report

Ø 3 employeesØ 700M page-views / monthØ 14.4M U.S. readers / month

• $15-20M in ad revenue each year. Almost pure profit.• Estimated valuation of $100M+• Almost no original content;• Drudge named the 2nd most influential man in America .

The New York Times Online

Ø 1, 200 journalistsØ 700M page-views / monthØ 16.4M U.S. readers / month

www.able.accountants 12*http://thehill.com/blogs/pundits-blog/media/241351-is-matt-drudge-the-second-most-influential-man-in-america

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Thought-Leadership

• What are you famous for? In today’s knowledge-worker market, practitioners who develop a personal brand are able to command higher fees than “generalists”;

• Statistics show you can effectively build your brand through content “aggregation” as opposed to the more demanding / time-consuming route of content “origination”.

• As Drudge shows us, you don’t have to write it, you just have to find it. Better yet - ABLE will find it for you.


Thought-Leadership• In addition to having the ability to

save and share the great articles you’ve come across personally, ABLE provides a large library of curated content to choose from.

• The ABLE Content Library can be filtered by industry, roles, tags and service line – allowing you to easily find that perfect match for all your important contacts.


Thought-Leadership

• CPA firms collectively sent 22,541,811 newsletter e-mails last year.

• The collective open rate was 28.5% - down from 29.6% the previous year.

• Click through rates were 5.44% - Down from 5.63% the previous year.

• Statistically, if you e-mailed a newsletter to 100 contacts, only 29 will open the message, and only 1.5 will actually click on a link.

• Is this the highest and best use of your marketing dollars?


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*ThomsonReutersEmailMarketingBenchmarkingReport– CPAFirmTrends&Statistics

Thought-Leadership• ABLE establishes a new paradigm for

how content should be distributed.

• Using ABLE’s Thought-Leadership application provides the means to deliver one-to-one targeted correspondence to all of your key constituents through an efficient one-to-many format.

• How many clients would open an e-mail sent directly from you?


ContentPage

Thought-Leadership• Filter content by industry, role and

tags to create a perfect match for targeted contacts;

• Create one-to-one personal messages using ABLE’s unique one-to-many distribution system.

• Reset your 45-day nurture (minor) dashboards while systematically building your brand.


The ABLE Marketing PlatformCRM Lite


CRM Lite• Easily capture notes, e-mails, tasks,

deals, survey results and dashboard activities for all contacts and companies;

• Flag other users when entering notes to facilitate robust internal communication.

• Assign custom tags to all contacts and companies to allow for easy manipulation of your data.


CRM Lite• For firms not currently using a CRM

system, ABLE capably fills the gap;

• For firms using CRM, chances are ABLE will “talk” to it. We have APIs in the works for both Microsoft CRM™, Salesforce™, and Hubspot™.

• ABLE is mobile. Look for “portABLE” the companion phone app in your app store soon!


The ABLE Marketing PlatformNet Promoter Score


Net Promoter Score

• Net Promoter Score (NPS ) is the leading objective metric for measuring client loyalty, allowing you to categorize all of your customer relationships in one of three ways:

• Promoters (Loyal clients who can’t be wooed by the competition)

• Passives (Satisfied customers, but open to a better deal)

• Detractors (Trapped in a bad relationship and looking to switch)

www.able.accountants 22• NetPromoter,NetPromoterScoreandNPSareregisteredtrademarksofBain&Company,Inc.,SatmetrixSystems,Inc.,andFredReichheld.

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Net Promoter Score

• Customize your surveys for specific feedback.


“Asyouconsidertherecentlycompletedtaxplanningandpreparationofthe2015returns,howlikelyisitthatyouwouldrefermetoafriendorcolleague?”

Net Promoter Score• Easily survey clients using the built-

in survey app;

• Identify hidden concerns before they result in a lost client relationship;

• Benchmark personal NPS and monitor your progress as you improve service levels;

• Leverage high NPS in proposals.


The ABLE Marketing PlatformTools & Resources


Tools & Resources

• Today’s CPA is asked to be more than just technically excellent, as the quality of the competition – for both clients and staff –has become world-class.

• To be successful over the long term, and considering the limited number of hours available to work “on” your business, CPAs must be hyper-efficient when it comes to growth and development;

• ABLE delivers a constant stream of proven best practices from around the profession: new tools, classes, resources and ideas for practitioners looking to maintain a competitive edge.


Tools & Resources• Proven best-practices gathered

from names you’ll recognize, with nothing more to buy;

• 5 Hours of online CPE each year, Including 2 hours of “Ethics”

• Categories: Client & Referral Development, Sales & Prospecting, Marketing, People Development, Practice Management, and Ethics.

www.able.accountants 27*CPEisavailabletoALLmembersofyour firm,notjustABLEusers.

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The ABLE Marketing PlatformBe AccountABLE


Be AccountABLE• New business development is the

lifeblood of any successful firm. With ABLE, you always know the state of your Pipeline and the status of the deals your firm is currently pursuing;

• ABLE also allows you to keep all of your referral source relationships in balance with the unique inbound / outbound Referral Tracker.


Be AccountABLE• ABLE is an “open” system, allowing

users to view the current state of their colleague’s 36 CRoPs Tiles;

• ABLE provides intuitive dashboardsallowing users to instantly assess the health of their key relationships;

• ABLE calculates the return on your investment in it: ROAI. It literally tells you when it has paid for itself.


Be AccountABLE• The main user Dashboard shows

several KPIs at a glance:

• Current Net Promoter Score• Status of Current Pipeline• Aggregated View of Growth Dashboards• Aggregated View of Nurture Dashboards• User’s Return on ABLE Investment (ROAI)• New Articles• New Tools• Upcoming Events


The ABLE Marketing PlatformInvest in Your Future


What You Can Expect• A robust onboarding program for your firm’s users;

• A minimum of 5 hours of CPE for each member of your firm ;

• Better efficiency and effectiveness with business development;

• A positive culture shift in terms of accountability and marketing;

• Accelerated results – especially from your successor generation.

• Unlimited technical support;

www.able.accountants 33*Includes2hourseachyearthatwillsatisfytheethicsrequirementinmoststates.

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ABLE Pricing

Annual ABLE Subscription $5,000… Up to 10 Users*

ABLE Academy $15,000…2 days of world-class sales training, delivered onsite. for up to 24 participants. 16 CPE credits. Additional participants at $295 / person.

Setup Assist $250… Per person. Let us setup your user’s CRoPs Tiles with photos & logos.

Individual Coaching $300… Per session. Work one-on-one with your personal business development coach!

Group Coaching $500… Per session. Stretch your investment in coaching and include all members of your team!

www.able.accountants 34*Add$200/user/yearforusers11-50,andthen$100/user/yearforusers51+

ABLE Bundle

The ABLE Bundle $15,800 Save $8,200 (34%) over Standard Pricing

Annual ABLE Subscription 1st Year Included Up to 10 Users*

ABLE Academy Included2 days of world-class sales training, delivered onsite.for up to 24 participants. 16 CPE credits. Additional participants at $295 / person.

Setup Assist Included We setup your user’s CRoPs Tiles with photos & logos.

Group Coaching Included 3 sessions with your entire team!

www.able.accountants 35*Add$200/user/yearforusers11-50,andthen$100/user/yearforusers51+

The Definition of Insanity

“Doing things the way you’ve always done them, and expecting

different results…”


If you are willing, we are


9338 Olive Blvd.Suite 200

St. Louis, MO 63132314-209-0922

[email protected]

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Introducing ABLE

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