September business development tutorials details released

September business development tutorials details released 

In the first edition of The Strata Professional we identified 5 recurring opportunities for strata mangers to have fee discussions with their clients.

Our September business development tutorials will dive deep into these recurring opportunities as they occur before, during, and after your client appointments. 

Week one: Before appointment - new strata business opportunities

• Defining your point of difference and ideal client  
• Talking points for new business calls 
• Discovering if this is a client for you
• Identifying client pain points 
• Submitting a professional proposal 

Tutorial outcome - By the end of week one participants will have the tools and knowledge to put submit a wining proposal for work that suits them 

Week two: During appointment – new strata business opportunities 

• Reviewing your agreement to summarise what’s in and out of base fees 
• Making additional fees simple and palatable to clients 
• Methods for recording time and work out of scope 
• Scripts for talking to clients upfront out additional fee work 
• Pro forma annual reports supporting additional fees and yearly increases 

Tutorial outcome – Five new templates to use to increase additional fee income without losing trust 

Week three: After appointment – new strata business opportunities 

• Speaking to clients in the lead up to end of term appointments 
• Reviewing scope and fees for renewed terms to charge for value 
• End of term report to client 
• New form of agreements that are fair and understood 
• The upside of professionalism if you are not reappointed 

Tutorial outcome – a complete package to renew and upsell clients having demonstrated value during the appointment 

Click here to register in the course.