Find out their goals and challenges and make sure you’re both a match. Define a client journey that they’ll love, with tonnes of opportunity for further work together.
Make sure clients understand their business performance, their tax position, the ongoing value you are providing and the opportunities they have to improve profit and cashflow.
This four-hour planning session provides clients with a one-page Business Plan that prioritises goals, revenue targets, business drivers, and opportunities and vulnerabilities that need to be managed. Together, you'll develop a 90 Day Action Plan that drives success.
Our coaching system provides a structured framework, ensuring clients take the action needed to achieve goals. We provide you with every resource you need to market, sell, and deliver this high-value service, along with 50+ mindsets to develop your facilitation skills.
In this 90-minute meeting, you’ll identify where your client is now and where they want to be from a cashflow and profit perspective. Together, you’ll identify the ‘how’ - the strategies that will deliver the improvements they need.
Help your clients identify, record, and assess risk and key mitigation strategies in this important planning session. Anticipating and mitigating risks is an important planning activity for any business. Proactivity trumps reactivity.
$495
Up to 2 users
+$75 per additional user
$695
Up to 5 users
+ $50 per additional user
$895
Up to 10 users
+$25 per additional user
$POA
11+ users
+$25 per additional user
Multi-site discounts may apply for groups
$495
Up to 2 users
+$75 AUD per additional user
$695
Up to 5 users
+$50 AUD per additional user
$895
Up to 10 users
+$25 AUD per additional user
$POA
11+ users
+$25 AUD per additional user
Multi-site discounts may apply for groups
£245
Up to 2 users
+£35 GBP per additional user
£345
Up to 5 users
+£25 GBP per additional user
£445
Up to 10 users
+£15 GBP per additional user
£POA
11+ users
+£15 GBP per additional user
Multi-site discounts may apply for groups
$450
Up to 2 users
+$75 CAD per additional user
$630
Up to 5 users
+$50 CAD per additional user
$830
Up to 10 users
+$25 CAD per additional user
$POA
11+ users
+$25 CAD per additional user
Multi-site discounts may apply for groups
$335
Up to 2 users
+$75 USD per additional user
$465
Up to 5 users
+$50 USD per additional user
$625
Up to 10 users
+$25 USD per additional user
$POA
11+ users
+$25 USD per additional user
Multi-site discounts may apply for groups
* 17 advisory services
* 25 client event kits
* 250+ marketing assets
* 50+ mindset resources
* Pricing & proposal tools
* Online training sprints
* Discounted in-person Masterclasses
* Member success support
* Access to The Gap Community
The Gap has amazing content which helps us deliver services to our clients with much less effort.
Hundreds of advisory-driven articles, assets you can repurpose on your website to drive leads, and a curated collection of client event packs, right down to slide decks and speaker notes.
We know a great culture improves the bottom line. Help your clients get the best from their teams by facilitating a workshop that guides the creation of their core values.
Using the 10 Hats framework, help your clients build a functional organisation chart. Clarify roles and responsibilities so that the business becomes more efficient and can scale successfully.
Marketing is everything, and everywhere.
Help your clients create a practical Marketing Plan, with clear goals and actions that generate more leads, improve customer retention, and grow the top line.
Help business owners separate their governance and operational roles. Guide them to establish a meeting rhythm that focuses on strategy, manages risk, and takes the stress out of board meetings.
Develop a Succession Plan, identifying what your client wants to achieve, their succession timeline and ideal successor, opportunities to maximise business value, and the challenges and opportunities that need addressing.