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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 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.

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.

Client Matrix

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

The SERVICE Framework

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