Engagement Materials & Processes

Engagement Materials & Processes

Become a Bstar alliance partner Contact us

Securing engagement to grow business advisory services has been a major challenge for professional services practices. But not anymore! As an Alliance Partner of Bstar, you can access online, system generated risks surveys, scorecards, needs review materials and processes proven to secure 7 in 10 client engagements.

Business Risks Surveys & Scorecards

Bstar – Solutions to grow your business advisory revenue

The key to securing engagement is to get your clients to self-assess key business risks, rate their risks categories and identify areas for future improvement.

The surveys have been created for this purpose, once your clients complete their Risks Survey they can download a personalised scorecard. You will receive a copy of their responses and scorecard, which creates an opportunity to introduce your practice’s business advisory solutions.

The survey and scorecards have been customised for the SME sector, a range of different industries and bi-lingual versions exist for the international business investor market.

SME Risks Survey/Scorecard

Accounting Industry Risks Survey/Scorecard

Needs Review Materials & Processes

Bstar – Solutions to grow your business advisory revenue

To attract ideal clients, Bstar’s needs review materials and processes enable you to build trust and differentiate your practice by completing a thorough, in-depth needs assessment discussion.

The Needs Assessment and discussion covers business, personal and family matters and is followed by a Needs To Solution meeting. If you are not able to build sufficient trust to win a new client you can access ongoing education materials specific to the potential client key needs.

The more you educate, the higher conversion and engagement rates.

Needs Review Overview

Become a Bstar Alliance Partner

Bstar’s Alliance Partner Program is not a tool; but rather an online platform that provides accountants and other professional advisers with structure and processes to introduce and grow high margin and profitable, value-adding services. All content and reporting is branded with your practice logo and contact details.

Become a Bstar alliance partner Contact us