Use the MAUS One Page Client Discovery template to help facilitate your initial client discovery sessions with clients. Whether it is a new client meeting or trying to move an existing client into Advisory work the Client Needs Analysis is the perfect tool.
The MAUS Client Needs Analysis is a more detailed edition of the One Page Client Discovery, allowing you to dig deeper in the initial client discovery session. The Client Needs template can be completely automated in the MAUS Platform.
Business Planning is a critical step in working with your clients to ensure there is clear direction and planning in place for both your client and their business. The Business Plan Template will allow you to strucutre the planning process with your clients.
A monthly client review is a critical component of your advisory engagements, helping to drive client accountability and ensure your clients stay on track. This review also help to cement your services, leading to a long term engagement.
Exit & Succession planning is a critical component for all business owners, however unfortunately the vast majority of business owners do not have an exit plan. Use the One Page Exit Plan template to start the conversation with your clients.