She is a Certified Profit First Professional and on a mission to help businesses reclaim their profits. She needed a dashboard tool that would streamline her entire Profit First process. Check out our case study here
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As an operations strategist, you can help your clients choose which offers to focus on when you evaluate their offers for profit in this step-by-step method.
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Client financial KPI dashboards helps them understand the data, helps you be more effective with your ops advice, and strengthens your relationship.
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You have a lot of roles as an operator. You’re an advisor, a leader, a partner, a coach, and likely some other things to boot. And in order to do any (and all) of these things well, you need to know where your clients are financially.
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Having a conversation about financials can feel difficult, especially at the beginning of your relationship with the client. But the more you can get your client to open up, the more successful the relationship will be in the long run.
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