Thousands of firms have partnered with Float to roll out their cash flow service over the years, so we've put together our new Cash Flow Course to share their learnings. In this 3-part series, we'll be sharing the secrets to their success, giving you the tools you need to introduce and scale your new offering.
Rolling out any new service can be a big commitment, which means getting client buy-in and feedback early on is key. We'll be sharing best practises from Float partners who have gone through his journey already, saving you time and energy.
In this session you'll learn:
- How to identify and approach 'pilot' clients
- How to build a client buy-in process
- How to set clear accountability expectations with clients