Case Management For the Modern Workplace: From Initiation to Closure

Name: Case Management For the Modern Workplace: From Initiation to Closure
SKU: Recorded Version | August 2023
Availability: InStock

Manage Your Cases Instantly, From Anywhere, At Anytime

Recorded Version | August 2023

$149.00

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Can you identify these questions in FIVE SECONDS If a client calls you while you are out of the office:

What documents you are waiting for?

When did you contact the client last?

What priority this case is?

What do you need to get to the next step?

What was the retainer, or what are the billing issues?

Almost none of the practitioners in the valuation profession can.

Here's the problem: most practitioners think their current client management system serves them well. They rely on either handwritten notes, staff, or inefficient electronic memos.

Most practitioners do not have a systematic process for following up on leads. This is hurting your growth potential.

As stated in the Business Valuation Profession Whitepaper (Mercer, 2023), "The business valuation profession will consolidate along with the accounting profession and as a generation of older appraisers retire..."

There is more opportunities right now for valuation work than there has ever been.

If you are okay with no growth, then your practice is already in decline.

You have a solution that has been here the whole time.

Let me introduce you to your modern case management solution.

It uses Microsoft 365, which does not require any downloads or difficult to learn CRM software.

Track leads and follow up with prospects including who contacted you, what they needed, why they needed it when they needed it, and your estimates.

Case notes can be updated instantly from your computer or phone from anywhere.

You can quickly digitalize your handwritten notes using pictures, which means you can clear the clutter off your desk.

Notes are synced across all devices when you have an internet connection.

You can set up one template, then copy and paste repeatedly.

You can share notes with team members, which means everyone can collaborate in the client process.

You can password protect notes that only you want access to.

Your notes are backed up, which means you won't lose vital notes if they are needed.

Include and both business and personal notes, which means you won't miss anything that is important.

You can include Outlook email messages into your notes.

Why am I qualified to provide any BVFLS automation advice?

1. I do this work every day, so I understand the challenges you face from start to finish, then trying to pack in a "life".

2. I have executed over 700 comprehensive valuation reports for private companies.

3. Practitioners who have used these techniques have shaved off hours of work on their engagements.

Don't just take our word for it. Take a look at this.

Gregory M. Clark, CPA, CVA, MAFF Managing Member

“The report automation tool has helped save me hours on all my engagements. Allowing to me to prepare reports more efficiently and effectively. The project management tools ensure that I know where all my projects are at and what the last communication was with my clients. This allows me to spend more time with my family. When things come up outside of the office, I’m able to quickly reference my project and resolve the client’s questions.”

What's included:

A one-hour webinar teaching you how to set up your case management solution

An example template file, so you can plug and play

A PowerPoint presentation illustrating each step of the process

This webinar will become available on August 9, 2023

One hour of CPE credit

This course is $149, which includes unlimited access to the webinar and the training materials

The webinar can be purchased after the date of the live event. However, if you attend live you will show you all of the reporting secrets I perform in my reports to have the best report possible.

As with life, there are no guarantees. However, if you take a course and find that you didn't get ANY value, then I'll give your money back after 30 days of your purchase.

If you’re a BVFLS experienced solo that is too busy to start? Like last year, you will probably be busy next year too.

Leverage my successes and failures to get a jump start automating your reports without the guesswork.

What is this webinar series about?

This webinar series is about automating various aspects of your practice. Said another way, it’s creating an effective and efficient way to repeat a process whether it’s doing the work, planning the work, or growing the business. My goal is to help you automate your practice to achieve your short and long-term goals.

When it comes to automating my practice, what step do you recommend first?

First, imagine what you would do with your free time. Would you spend it growing your business, or doing something for yourself? Once you have defined your business and personal goals, you will know what types of tools to implement based on your lifestyle choices.

Why does this webinar series matter?

When I started out, I had no tools or insight how to build a automate my practice or build repeatable processes. I failed to learn how to work efficiently so I could have more time, which would allow me to achieve my goals.
Over time, I researched tools and developed processes that have allowed me to achieve large case flows while maintaining a lean practice without the extra stress.
I want to give you the freedoms that others would kill for. With those freedoms, some will work less and some will grow their practice. The choice is yours. What will you do with your new-found time? Me, I go to bed early (disgustingly early).

Who is this course for?

New Practice: This course is for the BVFLS practitioner who wants to hang their own shingle, but doesn't have the insight of a well-run solo practice
Existing Practice: This course is also for the BVFLS practitioner who is looking to streamline inefficient processes, so they can do more (or less) with their time.

Who are you? And why should I listen to you?

My name is Nick Mears, and there are three reasons why you might listen to me:

I have over ten years of BVFLS experience and have completed over 700 valuation engagements, over half of which was as a solo.
When I started out, I had nothing. No clients, software, tools, or income. I have used my toolkit to grow my solo practice into a benchmark for success, while working less hours than other solo practitioners
As far as I know, I am the only BVFLS practitioner offering practice automation programs.

How long will it take to see results?

You can lead a horse to water, but you can't make him/her drink. Practitioners implementing Solo Rocket tools have already seen process improvement, which means more time to do what you want.

Do I get lifetime access?

Yes! When you purchase a webinar, you have lifetime access.

Learning Objectives:

Upon successful completion of this course, you will be able to:

Identify and troubleshoot case management issues and priorities
Apply essential formatting techniques to your case management to increase consistency and efficiency
Understand the difference between traditional CRM tools and Microsoft tools, and their strengths and weaknesses
Locate and access case information remotely to increase case efficiency

Delivery Method:

Group Internet Based

Recommended CPE Credit:

1.0 credits

Field of Study:

Specialized Knowledge

Prerequisites:

None

Program Level:

Basic

Advanced Preparation:

No advanced preparation is needed

Resources:

Prior to the event, a participant will be emailed a PDF file of the slides. Participants are also able to record each session on their personal computers.

Continuing Professional Education Credits:

Attendance will be tracked through the session and CPE credits will be awarded at the conclusion of the program. Participants will receive hour-for-hour continuing professional education (CPE) credits for actual time spent in sessions based on a 50-minute hour. No credit will be given for missed or partial sessions.

Course Registration:

Participants have the opportunity to register for the webinar via this link. The registration link is also posted on the website or through email campaign. Upon registration, participants will receive instructions for how to log into the webinar.

Record Retention Policy:

Solo Rocket, LLC will retain program and participant records for five years. For each session, these records will include the following: date of session; session attendance log; PDF file of material covered; and amount of recommended CPE credit. Each participant may obtain their attendance records at any time by contacting admin@solo-rocket.com. A program evaluation will be completed by the participant at the end of the webinar and added to their participant records.

Refund, Cancellation, & Transfer Policy:

Refund requests must be received via email at least one week prior to the date of the webinar. Attendees will receive a link to the recording following the program; the recording does not qualify for CPE credit. For more information regarding refunds, complaints and/or cancellation policies, please contact 806-853-7832 or admin@solo-rocket.com.

Complaint Resolution Policy:

Solo Rocket, LLC will make every attempt to resolve complaints to the participant’s satisfaction. The customer service department will handle calls at 806-853-7832 or via email at admin@solo-rocket.com.

Course Update Policy:

The content of the event is in compliance with NASBA content renewal standards.