Bridges
The Value Gap Analysis Report bridge
The Value Gap Analysis Report is an important annual service for all business clients as it clearly identifies areas for improvement and helps with planning and goal setting for the year. It's a broad, entry-level advisory service that you can easily ...
The Value Gap Calculator
The Value Gap calculator is a valuable tool used to show clients (and prospective clients) what’s possible by demonstrating the gap between where their numbers are now and where they could be. To access the Value Gap Calculator, go to Navigation ...
The Improvements Meetings bridge
The Improvement Meetings bridge enables firms to facilitate a range of one-off improvement meetings with their clients to support them to set and implement improvement strategies. Important info Improvement Meetings should be delivered by someone who ...
The Annual Forecasting bridge
The Annual Forecasting bridge helps you position a Cashflow Forecast as an essential annual service. Cashflow planning is best practice in every business and is critical to survival and growth. The one-hour meeting to review the client's draft ...
The Management Reporting bridge
The Management Reporting bridge helps firms monetise their Management Reporting tool and provide real value via their Management Reports. This service ensures clients regularly and consistently monitor their results, have better conversations about ...
The Annual Accounts Review bridge
The Annual Accounts Review bridge helps firms facilitate a meeting with clients to help them understand their Annual Accounts and tax position, the value you have provided them, and the opportunities to improve their position. Important info The ...
The Event Management bridge
The Event Management bridge contains everything you need to market, sell and deliver any event following the tried and true Gap process. Tip Use this bridge to plan any sized event - from a small gathering in your boardroom to a large event at a ...
Content types commonly found in Gap bridges
The Gap's systemised process means that most bridges contain common document types, with additional content relevant to the specific service. Below is a simple summary of each of the common document types. For more information on content within a ...
The 10 Hats Workshop Tri-series bridge
The 10 Hats Workshop Tri-series bridge allows you to leverage your time by delivering workshops to 15-20 clients at a time. Over the three workshops, attendees will discover the 10 hats organisation structure and develop their organisation chart, ...
The Gap Seminars bridge
The Gap Seminars bridge contains everything you need to market and deliver educational seminars to clients and prospective clients. Each seminar is designed to educate attendees while positioning ways that you can better support attendees. Important ...
The Gap Webinars bridge
The Gap Webinars bridge contains everything you need to market and deliver educational webinars to clients and prospective clients, with new webinar topics published regularly. Each webinar is designed to educate attendees while positioning ways that ...
The Succession Planning bridge
The Succession Planning bridge helps firms to facilitate the development of a Succession Plan. This process involves helping your client to identify objectives for their eventual exit from the business, succession options, the timeframe and the key ...
The Effective Governance bridge
The Effective Governance bridge is designed for firms to help clients maximise shareholder value, achieve their strategic goals, and minimise risk through the development and implementation of a Governance Framework Plan. There are two service levels ...
The Core Values Development bridge
The Core Values Development bridge helps firms facilitate the development of the client's Core Values and definitions to guide internal and external conduct. You must have been through this process and developed your firm's Core Values before ...
The Value Based Selling bridge
The Value Based Selling bridge helps your clients streamline their sales process, boost the performance of their sales team, and significantly improve their results. You'll work with them to develop a Sales Action Plan to set their budget, sales KPIs ...
The Marketing Plan bridge
The Marketing Plan bridge helps firms facilitate the development of a 12-month Marketing Plan, recording the client's marketing goals, KPIs, and activities to achieve their goals. To access the Marketing Plan bridge, navigate to Navigation panel > ...
The KPI Improvement Coaching bridge
The KPI Improvement Coaching bridge helps firms coach their clients to make the changes that will drive their business forward. After helping clients gain clarity on their key business drivers, they'll set financial and non-financial goals for ...
The Monthly Coaching bridge
The Monthly Coaching bridge holds your client accountable for achieving their goals. The content is generic in nature as you will tailor the coaching you're providing to each client. Utilise resources and content from other areas of the portal to ...
The Quarterly Coaching bridge
The Quarterly Coaching bridge holds your client accountable for achieving the 90-day goals they set in their Business Plan. During the session, you'll review their progress and update the Business Plan with new goals and actions. Quarterly Coaching ...
The Financial Awareness Coaching bridge
The Financial Awareness Coaching service is a bi-monthly coaching programme that helps clients fully understand and interpret their numbers and build a strong foundation to grow their business. Clients will develop a 12-month Financial Awareness Plan ...
The Organisational Review bridge
The Organisational Review service helps your clients build a functional Organisational Chart, defining departments, functions, roles and responsibilities. This means business owners can be more efficient, establish key resourcing gaps, and develop ...
The Cashflow Management bridge
Many clients simply don't understand the difference between profit and cash. The Cashflow Management bridge helps clients put in place basic cashflow maximisation strategies by teaching them the difference between profit and cash, identifying ...
The Business Planning bridge
The Business Planning bridge helps firms to facilitate the development of a one-page 12 month Business Plan with annual goals, 90 day goals and actions required to achieve those goals. Designed to be kept somewhere visible, the succinct nature of ...
The Complimentary Client Review bridge
The Complimentary Client Review bridge contains content for you to facilitate a complimentary meeting with clients to establish how you can work together to unlock client potential and help them achieve their goals. Follow our CCR process to deliver ...
The Proactive Onboarding bridge
The Proactive Onboarding bridge contains content for marketing and delivering a Proactive Accounting Meeting, as well as content to help you develop a better onboarding process for a greater client experience. Follow our Proactive Accounting Meeting ...