Frequently Asked Questions — The Gap AI Meeting Workspace

Question 1

How do I get started with advisory?

Accepted Answer

If you're just starting out in advisory, picking the right client to begin with makes a significant difference. Think of this first client as your pilot client — someone you know well and can genuinely help. Look through your client list and identify specific, tangible challenges: who's dealing with cash flow pressure you could help resolve, which business owners seem worried about their profit margins, or who's mentioned growth plans but appears uncertain about funding them. These are challenges that play directly to your financial expertise. The Gap includes a short course within Gap Academy designed to help you get started in advisory and how to use the platform — covering how to select your first client through to how to run your first meeting.

Question 2

What type of advisory meetings can I run through The Gap?

Accepted Answer

The Gap gives you a full library of structured work items and meeting frameworks — ready to use, fully guided, and designed to create meaningful client conversations. Starting with a Prospective Client Meeting and working up the value ladder to Annual Accounts Reviews and Value Gap Analysis Reports, Cashflow and Profit Improvement Meetings, and deep advisory services including Accountability Coaching and Business Planning. Every work item is backed by templates, questions, and workflows so you can deliver advisory that's consistent, valuable, and repeatable across your team.

Question 3

How do I price my advisory services?

Accepted Answer

Within The Gap, you'll find clear recommendations on how to price your core advisory services. The Gap has also released an Advisory Pricing Insights Report, sharing how firms are pricing and packaging their advisory services. Download the report at https://thegaphq.com/advisory-insights-pricing-report-2025 to see how you compare.

Question 4

Does The Gap integrate with other platforms and tools?

Accepted Answer

The Gap integrates with Xero, Xero Practice Manager, and FYI. It also connects with your preferred meeting platform — including Zoom, Microsoft Teams, and Google Meet.

Question 5

I'm confident in delivering advisory services, but my team needs support. How can The Gap help?

Accepted Answer

The Gap provides structured meeting templates that make it easy to deliver advisory services consistently across your team. To support ongoing development, Gap Academy offers an education hub dedicated to all things advisory — with events, training, scripts, and resources designed to build your team's confidence and capability.

Question 6

What type of training and support does The Gap offer?

Accepted Answer

When you join The Gap, you'll be connected with one of The Gap's Member Support Specialists to help you get the most from the platform. The Gap runs regular training sprints sharing practical tips and strategies to help you grow your advisory services. You'll also gain access to Gap Academy — a powerful learning hub with easy-to-complete training modules that support your ongoing CPD. The Gap also hosts regular in-person and online events packed with practical, value-driven content.

Advisory, made easy.