Accountant Jared was facing the same challenge that many businesses face demonstrating his point of difference and increasing his revenue by getting his current customers to buy more of his services and to tell their friends about his business.
Jared prided himself on his proactive approach to managing his clients and the value-adding education services he offered. However, he was unsure of how to promote this point of difference to his current clients and prospects. He was also struggling with the administration side of his business - his receptionist was constantly tied up on the phone with clients requesting copies of their basic information and statements. This cut into the both of their genuine work time and was forcing him to bill his clients more, so he wanted a system in place to give his clients easy access to their information.