We now have a growing number of firms who subscribe to our Tool Kit. The Tool Kit has been designed to produce qualified leads for your practice - from both new prospects and existing clients. We have recently taken on a dedicated Customer Service Manager, Fiona Caddick, who is tasked with supporting subscribers with implementation of the various Tool Kit features.
Next year we will be adding a number of new features to the Tool Kit including an editable news feed for your practice web site and a page of calculators. We will also be improving the presentation of the three core report generators, Business Fitness Assessment, Tax Planning Report Generator and the Personal Financial Health Check.
All registered subscribers at 31 December 2010 will receive these updates with no increase in their subscription.
To incourage participation in this service I am willing to offer any firm that completes an Online Order Form before 31 December 2010 with free use of the service until 1 March 2010. During this free trial period Fiona will work with you to ensure that you add the core features to your web site and integrate the opportunities to increase business with existing clients.
Minimum monthly subscription available, no subscription fees to pay before 1 March 2011. Click on the title of this posting to place your order.
If you would like an online demonstration of the Tool Kit call me anytime 01926 334773 or email bob@landmarkpd.co.uk.
And don't forget - you will be seeing a number of clients between now and 31 January 2011 to review their 2010 SA return - the Tool Kit Tax Planning Report generator is a perfect tool to engage with clients to tease out tax planning opportunities for 2010-11...
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