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Xero

Blogs

  • Understanding Debt Funding
  • Passing on your business know-how when selling
  • How to track job and project profitability more effectively
  • How to track job and project profitability more effectively
  • Competing and pricing confidently in a cost-pressured market
  • Tips to improve your profit margin
  • 7 step strategy to increase sales
  • How to retain your best employees
  • Identifying warning triggers
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Call Scripts

  • Invite to a Xero event – call Script
  • Introducing Xero – call script
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Checklists

  • Start-up checklist
  • Growth Checklist
  • Creating cash reserves checklist
  • Business productivity checklist
  • Start-up checklist
  • Brand Habits Checklist
  • Website Checklist
  • Switch clients to Xero checklist
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Drip Marketing

  • 7 steps to an effective business plan – Follow up email sequence
  • Lead Magnet – 7 steps to an effective business plan
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Email Templates

  • Outbound Marketing – Email Template
  • Follow up to client meeting introducing Xero – Email Template
  • Missed our Xero event – Email Template
  • Reminder for upcoming Xero event – Email Template
  • Ask for a case study – Email Template
  • Ask for a case study – Email Template
  • Business plans for next year – Email Template
  • Happy Thanksgiving – Email Template
  • Our Holiday Hours – Email Template
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Guides

  • How much money do you need when starting a business?
  • How to start a business on a limited budget
  • Understanding intellectual property
  • Why you need an accountant and how to choose one
  • Finding the right successor for your business
  • Finding good mentors and business advice
  • Eight management priorities when you start your business
  • Do you have what it takes to run your own business?
  • Developing employee skills
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Planning Resources

  • Marketing ScoreCard
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Templates

  • Business Plan Template
  • Business Plan Template
  • Profit & loss statement template
  • Labour charge out rate calculator
  • Labour charge out rate calculator
  • Product pricing calculator
  • Product pricing calculator
  • Service pricing calculator
  • Trading, profit and loss forecast
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Calculators & tools

  • Loan Calculator
  • Budget Calculator
  • GST Calculator
  • Business Plan Health Check
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Courses

  • 7 steps to an effective business plan
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Events, Webinars and Meetings

  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
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How To

  • Using a niche to market more effectively
  • Using a niche to market more effectively
  • Build a database of marketing leads
  • Attract visitors to accounting websites
  • Find ideal clients with outbound marketing
  • Successfully outsourcing your marketing
  • Turn website visitors into leads
  • Create expert content to grow your audience
  • When to post on social media
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Social Posts

  • Do you have a business plan for the year?
  • “Present your business in a manner that generates expertise and confidence”
  • “If you’re going to start a business, you really need to love it”
  • What do financial advisors do?
  • Why should you use a mortgage broker?
  • When to see a financial advisor
  • Signs it’s time to see a financial advisor
  • Generate more cash from your inventory
  • How to reduce the chance of bad debts
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