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The Snowball Plan

More clients isn't the goal. The right clients, doing the same work better each year, is. Work out your stage, who you want more of, and who will send them to you.

Inside:

• The six revenue stages, $100k to $750k+ (AUD), and what each one asks of you
• An ideal client worksheet, and why to stop at three
• A check of how many current clients already fit
• Touch points: the client meetings that lead to referrals and advisory work
• Where to find referral partners, and how to make it work both ways
• A 90-day plan: one goal, one client type, your client meetings, three partners, one channel

8 pages, PDF. From The Profitable Bookkeeping Business by Renee Minchin.