Creating Engagements with Practice Ignition and Xero Practice Manager
Chapter 6 is not focused on technology. It instead provides guidance on how to structure your engagements with your clients. When fixed-price agreements are structured correctly, a practice can enjoy rapid growth with great clients and great cash flow. When structured incorrectly, a practice can be sent in a downward spiral of overdue jobs and staff turnover. This chapter will ensure you are aware of the pitfalls.
- Setting up Engagements with Xero Practice Manager: Signing up new clients to Fixed-Price Agreements
- How to roll-out Practice Ignition for your Practice
- Setting up Engagements with Practice Ignition: Creating proposals for one-off engagements
- Setting up Engagements with Practice Ignition: Creating proposals for annual engagements
- Setting up Engagements with Practice Ignition: Setting up services in Practice Ignition
- Setting up Engagements with Practice Ignition: Setting up integrations in Practice Ignition
- Setting up Engagements with Practice Ignition: Linking team members in Practice Ignition
- Setting up Engagements with Practice Ignition: Adding payment services
- Setting up Engagements with Practice Ignition: Creating Engagement Letters
- Setting up Engagements with Practice Ignition: General Settings in Practice Ignition
- Setting up Engagements with Practice Ignition: Why use Practice Ignition?
- Setting up Engagements with Xero Practice Manager: Fixed-Price Agreements
- Setting up Engagements with Xero Practice Manager: Time-charge agreements
- Setting up Engagements with Xero Practice Manager: Setting up Job Templates
- Setting up Engagements with Xero Practice Manager: Internal Jobs
- Setting up Engagements with Xero Practice Manager: General queries from clients
- Setting up Engagements with Xero Practice Manager: Allocating Job Managers
- Setting up Engagements with Xero Practice Manager: Job Budgets
- Setting up Engagements with Xero Practice Manager: Start dates and duration of jobs
- Setting up Engagements with Xero Practice Manager: Selecting the Client
- Setting up Engagements with Xero Practice Manager: Types of Engagements
- Setting up Engagements with Xero Practice Manager: Types of Jobs
- Customer Engagements with Xero Practice Manager: What is an 'Engagement'?
- 7 Lessons for Customer Engagements with Xero Practice Manager and Practice Ignition