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Business development models


Models and frameworks to help you win bigger and better clients

Welcome to Accountants Millionaires’ Club: Membership Library  

The SERVICE Framework


Use this framework to maximise the right kind of referrals into your practice.

Client Matrix


Use this model to help you categorise clients and decide on actions which need to happen as a result.

Sales and marketing funnel


Use this model to help you calculate the number of leads you need every month to hit your revenue target for the year.

Kinder Pocock’s Simple Quoting Tool


Use this simplified version of Kinder Pocock’s quoting tool in new business meetings with prospects to give them an idea of what it will cost to service them.

The 5-Level Relationship Model


Use this framework to more effectively manage the relationships in your network.

The PROFIT equation


Use this to identify the small changes you can make to your practice’s KPIs to see the impact on your firm’s net profitability.