Value Added Tools
KNOW NO BOUNDS believes in providing actionable ideas so our resources are not pages of theory and concept. Instead, we are committed to providing simple explanations, how-to instructions, samples and actual resources for you to implement into your practice and drive results.
Value added tools are available in three ways:
- Purchasing our Know Service Book and Download Tools
- Visiting our online store
- Participating in our coaching services
A Selection of our Resources
Client Acquisition
- Developing and optimizing your client acquisition process
- Understanding your niche and devising your definition of the ideal client relationship
- Devising your “introduction” process to prospects
- Devising your “discovery” process with prospects
- Devising your marketing communication calendar and your "pipeline touch plan"
- Developing a “conversion process” for taking your prospect to client status
- Devising your referral and client advocacy strategy and process
Client Development
- Devising your ‘proactive’ service process – the service menu
- Developing your client communication plan
- Developing your client appreciation plan
- Developing your service calendar
- Devising your client commitment agreement
- Running an effective client commitment meeting
- Developing a client feedback survey
- Devising your organic growth strategy and process
- Running a client appreciation event or seminar
Practice Management
- Developing your activity-based plan
- Evolving your team
- Identifying roles and responsibilities
- Partnership viability
- Defining the right team structure for your practice
- Segmenting your clientele based on quantitative, qualitative, and influence criteria
- Developing your account migration strategies
- Developing tools & processes to help support roles stay organised & execute with efficiency
- Developing your client meeting process
- Devising your team communication process
- Developing processes to maximize your internal and external resources
