Four powerful tools to transform your client conversations, sharpen your tech strategy, and prove ROI.
This bundle brings together our most popular advisory templates — a practical toolkit for accountants, consultants, and advisors who guide clients through systems and software change. From the first discovery chat to measurable outcomes, every tool helps you add structure, insight, and impact to your process.
What’s inside:
🧭 10-Point Discovery Checklist for Advisors
Kick off smarter client conversations. Use this structured checklist to uncover workflow issues, data gaps, and tech readiness — without the jargon. Includes advisor insights and prompts that position your discovery services naturally and credibly.
🗂 App Focus Planner
Define your firm’s app strategy with clarity. Map your client base, identify key needs, and shortlist your go-to apps using the Focus Stack framework. A smart, repeatable system for consistent tech advisory.
📊 ROI Systems Snapshot Template
Show your clients the numbers behind the impact. Capture time savings, payment improvements, and cost efficiencies — all in one page. Perfect for ROI reporting and client review sessions.
💡 Bonus Download: From Gut Feel to Tech Strategy
Five essential questions to guide an app session with a client. Use them to turn instinctive recommendations into structured strategy and stronger service alignment.
Why you’ll love it:
Gives structure to every stage of your advisory workflow
Builds confidence in your recommendations
Makes it easy to demonstrate tangible client results
Ready to download, edit, and put to work immediately
Format: 1 downloadable PDF containing all 4 files (digital + printable)
Ideal for: accountants, advisors, and systems consultants who want to blend human insight with tech-driven strategy.
Four powerful tools to transform your client conversations, sharpen your tech strategy, and prove ROI.
This bundle brings together our most popular advisory templates — a practical toolkit for accountants, consultants, and advisors who guide clients through systems and software change. From the first discovery chat to measurable outcomes, every tool helps you add structure, insight, and impact to your process.
What’s inside:
🧭 10-Point Discovery Checklist for Advisors
Kick off smarter client conversations. Use this structured checklist to uncover workflow issues, data gaps, and tech readiness — without the jargon. Includes advisor insights and prompts that position your discovery services naturally and credibly.
🗂 App Focus Planner
Define your firm’s app strategy with clarity. Map your client base, identify key needs, and shortlist your go-to apps using the Focus Stack framework. A smart, repeatable system for consistent tech advisory.
📊 ROI Systems Snapshot Template
Show your clients the numbers behind the impact. Capture time savings, payment improvements, and cost efficiencies — all in one page. Perfect for ROI reporting and client review sessions.
💡 Bonus Download: From Gut Feel to Tech Strategy
Five essential questions to guide an app session with a client. Use them to turn instinctive recommendations into structured strategy and stronger service alignment.
Why you’ll love it:
Gives structure to every stage of your advisory workflow
Builds confidence in your recommendations
Makes it easy to demonstrate tangible client results
Ready to download, edit, and put to work immediately
Format: 1 downloadable PDF containing all 4 files (digital + printable)
Ideal for: accountants, advisors, and systems consultants who want to blend human insight with tech-driven strategy.
