What You Get

GRF Meeting Manual - "How To Gain & Keep New Clients" - a comprehensive 70 page manual written in the main by a Chartered Accountant who has now attended over 600 GRF appointments. It details how to get these appointments to turn into new clients. The manual also covers how we undertake the calling so you understand the process fully. The whole philosophy is definitely not a pushy sales approach.

Letters kit - a kit full of standard letters you can use to make your life easier and more to the point, letters that work. This includes standard proposal letters and standard brochures.

Helpline - call us as much as you want to discuss how it's going and what we can do to make it work better for your practice.

Dedicated Telemarketer - to help ensure continuity and that we get to represent your practice as best we can, where possible, we like to allocate one telemarketer to your practice.

Databases for FREE* - we will buy all your databases for you, as we don't want the cost of these holding you back from refreshing them as soon as is needed.

Fixed Fee Doctor - a simple little tool you might like to try that can produce fixed quotes for you, or perhaps even produce a fixed menu of prices.

Tax Buster Healthcheck - this is an 8 page checklist that can be completed by prospective clients themselves to identify tax saving opportunities. It comes in Word format so you can personalise it with your own practice details and use it as many times as you like. It can also be given to existing clients as well.

Profit Busting Healthcheck - works just like the Tax Buster but is for clients to identify profit improvement opportunities for themselves.

*You can add a perceived value to both Healthchecks to offer them to prospects at the initial meeting. Some of our accountants tell potential clients that they are worth of £200! You can of course look to charge for any work that then comes out of them.

Part of the GRF Network - often useful for smaller practices you may put on your letter head that you are a member firm of the "GRF Accountancy Network" to help make your practice look more substantial.

Above all, you will have a close working relationship with GRF at all times. Your Client Manager will advise you promptly of all appointments made in addition to any requests for further information.

*Databases are free whilst you are marketing with us.