How to Discuss Growth & Cash Flow with Your Clients
1h CPD time
Difficulty: Intermediate
Content may be outdated
This video is over 2 years old and may contain outdated information. Explore recent videos or report an issue.
How do you talk about business growth strategies and cash flow analysis with clients without putting them to sleep?
In this session, we cover:
The ‘Bottom Up Budget’ as a starting point for setting sales goals
The ‘7 Ways to Improve Profitability’ Model, for setting a discussion framework and measurable actions
The ‘Profit First’ Cashflow Model to get feedback on the actions set in the 7 Ways model, and help your client to easily understand their cashflow
Worked examples using the 7 Ways and Profit First models
Date recorded: 8 February 2024