Jason On Firms Podcast 272 Standardizing Services - Turnkey Pricing?
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Jun 28, 2024 Discover the secrets of creating a service library that revolutionizes accounting firms. Explore how standardization can simplify sales and tackle workload concerns. Learn about effective service packaging and pricing strategies that promote better client relations. Also, find out why a balanced approach to task management is essential, steering clear of rigid automation. Join the conversation and share your experiences to help enhance community insights!
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Standardize Services
- Standardize services to reduce internal and external confusion around client expectations.
- Capture existing client work details to create service libraries, simplifying training and daily operations.
Hidden Complexity
- Building service libraries reveals hidden complexity in workflows.
- This often-overlooked complexity leads to wasted time due to a lack of standardization.
Focus on Commonalities
- Capture the most common service items, not every minute detail.
- Aim for 90-95% coverage and use text fields for unique client exceptions.