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Move from numbers into real client value.
Need the structure and know-how to deliver advisory but don’t have time to build it yourself? Then it’s time to try The Gap.
Master every advisory meeting with our proven meeting templates and tools.
Prepare
- Send pre-meeting questionnaires to uncover key client issues
- Review AI-summarised responses to save time and focus on what matters
- Tailor your agenda to each client’s needs
- Build capability with our delivery notes and Gap Academy resources
Deliver
- Follow a clear agenda with step-by-step delivery notes
- Capture full meeting transcripts and summaries automatically with Advisor Assistant, our AI-powered notetaker
- Show cashflow and profit improvements in real time with the Value Gap Calculator
- Access meeting tools to record notes and actions
- Overcome client challenges using our library of mindsets
Follow-up
- Share summaries, plans, and actions using our professional meeting outputs
- Collect client insights for marketing and service improvement using our feedback forms with AI-summarised responses
- Lock in further advisory work with our proposal builder
Scale
- Roll out 10+ advisory meetings that guide clients through high-impact advisory
- Upskill your team through Gap Academy
- Deliver consistent, repeatable value to every client
Every best-practice meeting template and tool you need for your team to deliver and grow advisory.
Time saving
Built specifically to back busy, growth-focused firms like yours.
The tried-and-tested meeting templates and tools help you and your team confidently sell without product pushing to deliver high-value services without reinventing the wheel.
Structure and consistency
Proven meeting templates ensure every advisory interaction is structured, repeatable, and highly valuable - no matter who is delivering it.
Built to give you and your team confidence, consistency, and recurring revenue.
Demonstrate your value
In minutes, you and your team can show clients how small shifts can lead to big wins in profit, cashflow and business value using our Value Gap Calculator.
It helps you to focus on the opportunity behind the numbers and stop giving value away for free.
"The Gap has been instrumental in shaping how we’ve developed our advisory services and how we’ve rolled it out across our team.
Highly, highly recommend!"
What's included?
Advisory meetings
- Meeting templates for a suite of over 10 advisory services, including:
- Pre-meeting questionnaires and automated reminders with AI-powered summaries
- Agendas and delivery notes
- Feedback forms with AI-powered summaries
- Fully customisable to suit your clients or firm needs
- Meeting workspace & tools:
- Pre-meeting questionnaire responses
- Follow-along agenda and delivery notes
- AI notetaker
- Notes and rollover actions
- Access to previous meeting notes
- Mindsets library
- Professional outputs to share with clients
Advisory support
- Value Gap Calculator that highlights cashflow, profit, and business opportunities, and generates a report with strategies, tactics, and actionable next steps
- Business Planning tool to collaboratively map client vision, strategy, and milestones
- Proposal builder with service templates and multiple signatory support
Learning & connection
- Gap Academy, our professional development hub, includes:
- Online courses
- 30+ mindsets
- Best-practice skills and tools resources
- Webinars and seminar kits
- On-demand training videos
- Community with hundreds of members, including experienced coaches
Gap Academy
An education hub to support you on your advisory journey.
Supporting your advisory journey with Gap Academy.
Having the right tools is just the start. Real transformation comes from surrounding yourself with knowledge, support and community that inspires you to keep moving your firm forward.
Easily upskill and train your team.
Gap Academy delivers education, inspiration, and a connected network of accountants building stronger, smarter firms.