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TRUST TRAINING
TRUST TRAINING
AGENDA
• A Quick Overview – What is TRUST• 3 Ways to Use TRUST• TRUST Walk Through• Examples on Member Websites• Questions
TRUSTLead Generation Tool
TRUST is a business improvement solution that has been specifically developed for use in accounting firms. It’s an acronym for The Really Useful Selling Tool as its
systemised approach helps Accountants secure new work from existing clients and expand the scope of
work undertaken with new clients.
4 Templates
• Business improvement• Financial planning• Success Planning• Virtual Management Accounting
Clients & Prospects – one to one
Clients & Prospects – drive to website
Clients & Prospects– part of planning session process
3 Ways to use TRUST
Using TRUST with Existing Clients
Automated Plan
Creating Prospects with TRUST –Linking it on your website
Using TRUST as a part of a Planning Session
LearningHUB
Development Roadmap
Opportunity
NEXT…
1. How to Win Work with TRUST - LearningHUB
2.TRUST redesigned – Webinar 10:30AM PST - Tuesday 6th of December 2016
3.PANALTIX TrainingTuesday 13th December @ 1pm PST
