I Will Back Your Boat In For Beer
The two happiest days in a boater’s life are the day he buys a boat and the day he sells it.
—Unknown
Okay, I may not back your boat in for beer* but @ryanruebl certainly will.
He completely figured out his:
Ideal customer
How he could solve their problems
Where he could find them
What his price was
We, as firm owners, have much to learn from the “back-in boat guy.”
This may be my shortest blog since you totally get my point. So, use the extra reading time to list your ideal client traits (which include your tech stack) to start on the other three things that will help you build a client base you would love to serve.
15% off discount code: BLOG
The 5 Star Client Worksheet is a framework for creating a profile of your ideal client.
Map out who you want to work with, what work you want to do, and where you want to do it from - so that you can spend your days in a business you love.
Do you really want to spend your day with clients who don't fit?
Who don't value you?
Who don't pay you enough?
Who you don't get along with?
And how about the drudgery of doing tasks and work you loathe?
Take the time to identify the type of work you like to do, and the traits and characteristics of the businesses, tech, and people you want to work with. This will make your business infinitely more enjoyable... and profitable.
Created by accounting professionals, the 5 Star Client Profile worksheet helps you dig deep to profile businesses, tech, and people you want to work with. To make your business infinitely more enjoyable... and profitable.
What you get:
This worksheet is provided as a Google Form to help guide you through the process of identifying important aspects of what makes a 5 Star Client.
If you've ever tried to do this yourself, you'll know that it can be hard to get clarity when we are so deep in the weeds of our own businesses. This worksheet will challenge you to really question the type of work you want to do and who you want to do it with. It will present ideas you may not have even thought of, and will ask you to question all the things you think you should be doing.
Building the business you love takes intention, and it begins with identifying your 5 Star Client Profile. Watch the short video overview of this worksheet here.
CPB Canada Ignite Conference
September 10-13, 2024
Winnipeg, Canada
This is the conference that changed my business life!
The IGNITE 2024 Conference brings together Canada’s community of bookkeeping, accounting, and finance professionals along with a range of industry partners. Whether you are a sole proprietor, work at or manage a small, medium, or large practice, or have a career in accounting, IGNITE 2024 has much to offer you – from peer networking, over 50 hours of professional development sessions, an expansive tradeshow, and a range of social events.
IGNITE 2024 content is thoughtfully curated by industry professionals to be relevant and practical to build your capacity and skills.
Simply yours, Kellie :-}
::Shameless Call To Action::
I sell bookkeeping templates, standard operating process handbooks and client guides.
*I would totally have been game to back in boats for beer when I was younger. I wish I had thought of this in my former life, where I hung out at ski docks and marinas. I can trailer and back in almost any kind of boat and I really like beer. 🤣🤣🤣
15% off discount code: BLOG
