Practice Ignition is a tool I use in my own business, and with most of my clients because it makes onboarding a client and accepting payments so easy. My guest today has been using Practice Ignition for the last few years. Jaime Campbell is the co-founder and CFO of Tier One Services, a firm of outsourced, year-round CFOs and complete accounting departments. Key takeaways: - How Jamie transitioned her firm from Bill.com and Microsoft Word contracts to Practice Ignition - Why that move impacted her workflow and ability to scale her firm so dramatically - Behind-the-scenes of how I’ve built Practice Ignition into my own workflow at ScaleSpark - Some live consulting with Jaime about how she could improve her own workflow
Listen NowGetting paid by clients is the #1 most important part of the workflow in a service business. If you don’t get paid, eventually, you won’t have a business. But how you go about getting paid – now that’s where some magic can really happen. Today, we’re talking with Kate Strathmann about the process of getting paid by your clients and how to make it easier. Should you accept credit cards? How about checks? Do you charge your clients the credit card processing fee? What about payment plans – should you offer them? How you decide to answer these questions can affect not just your workflow, but also your cash flow, and, ultimately, your relationship with your client.
Listen NowDana Kaye and I talk about how she went about making that transition from an hourly pricing model to a value-based model. We talk about how the change affected every area of her business operations and the impact that thinking about the administrative costs of pricing your services can have on your business.
Listen NowGreg Hickman realized that the systems he developed behind-the-scenes to streamline and productize his own service were actually much more valuable if he transformed them into a system that he could actually train his clients on. Instead of doing the work for his clients, he moved into a model where he teaches them how to do the service for themselves–a done WITH you kind of service. Basically, he realized that it's better for his clients if he teaches them to fish instead of doing them the fishing for them.
Listen NowToday, I talk to Parker Stevenson, co-owner of Evolved Finance, a bookkeeping company that specializes in online businesses. I talked with him about how he and his business partner, Corey Whitaker, buck convention and deliver their monthly bookkeeping service without having regularly scheduled calls.
Listen NowI talked with Ashley Gartland and Nancy Jane Smith about how they use Voxer to communicate with their clients. Primarily a voice messaging app, Voxer allows them to replace both email and in-person meetings, helping them save time and streamline the way their clients receive value.
Listen NowI talk with business coach Ashley Gartland and marketing & operations project manager Hailey Thomas about their different approaches to delivering intensive-style offerings. You will hear that these different approaches might actually be more effective in delivering value to their clients than sitting through yet another meeting.
Listen NowJake Jorgovan focuses on productizing his service delivery so he can operate efficiently at scale. These productized services are built on solid processes, procedures, and standardized systems behind the scenes. They ensure that his clients get a consistent, high-quality experience–a core tenant of both of his businesses.
Listen NowLacey Sites uses a revenue-sharing pricing structure that allows her to scale her one-on-one coaching business without adding more clients all while still dramatically growing her profits. This unique model allows her to double down on her investment in each client, create pricing structures that build trust and longterm partnerships, and then, when their work with her pays off, reap the rewards.
Listen NowThe crux of the proposal process is reducing your sales time. Rob has developed a system that allows him to give accurate quotes on the initial call and send out proposals within 15 minutes of getting off that call.
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